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iShares CMBS ETF
CMBS

Overview Fund Activity

49 hedge funds and large institutions have $163M invested in iShares CMBS ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.08M
2
DJSG
2
D.J. St. Germain
Massachusetts
$19.6M
3
EWF
3
Epstein & White Financial
California
$1.01M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$1.01M
5
CI
5
Conning Inc
Connecticut
$986K

Top Sellers

1
AA
1
Advisory Alpha
Michigan
$1.68M
2
Bank of America
2
Bank of America
North Carolina
$23.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.4M
4
Citigroup
4
Citigroup
New York
$0
5
CG
5
Colony Group
Massachusetts
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$390K -$5.28K -106 -1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$390K +$4.97K +100 +1%
CC
28
Callan Capital
California
$321K – – –
AWM
29
AE Wealth Management
Kansas
$318K +$318K +6,396 New
ACM
30
AlphaStar Capital Management
North Carolina
$301K -$75.4K -1,513 -20%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$264K +$39.2K +786 +17%
US Bancorp
32
US Bancorp
Minnesota
$258K – – –
FFA
33
First Foundation Advisors
California
$251K +$251K +5,043 New
FGAM
34
Financial Gravity Asset Management
Texas
$206K +$19.1K +385 +10%
AG
35
Advisor Group
Arizona
$118K +$107K +2,150 +939%
NEAM
36
New England Asset Management
Connecticut
$110K – – –
IA
37
IFP Advisors
Florida
$95K -$2.39K -48 -2%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$87.5K +$87.5K +1,757 New
MA
39
MUFG Americas
New York
$40K -$4.26K -85 -10%
CFA
40
Carroll Financial Associates
North Carolina
$12K -$12K -251 -50%
EWM
41
Elmwood Wealth Management
California
$9.96K -$9.96K -200 -50%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$7K – – –
GWM
43
Geneos Wealth Management
Colorado
$6K +$6K +130 New
APA
44
American Portfolios Advisors
New York
$5.03K +$5.03K +101 New
PO
45
Private Ocean
California
$4K +$2K +44 +100%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
Citigroup
47
Citigroup
New York
– -$681K -13,602 Closed
SPIA
48
Steward Partners Investment Advisory
New York
– -$15K -292 Closed
BFC
49
Bedel Financial Consulting
Indiana
– -$6K -121 Closed
SEI Investments
50
SEI Investments
Pennsylvania
– -$1K -24 Closed
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