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iShares CMBS ETF
CMBS

Overview Fund Activity

43 hedge funds and large institutions have $166M invested in iShares CMBS ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-6
Holders Change %
-12.24%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
9
Increased
15
Reduced
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$42.3M
2
Bank of America
2
Bank of America
North Carolina
$25.5M
3
EWF
3
Epstein & White Financial
California
$2.24M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.11M
5
DJSG
5
D.J. St. Germain
Massachusetts
$20.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$10.3M
3
HJA
3
Hugh Johnson Advisors
New York
$5.61M
4
AA
4
Advisory Alpha
Michigan
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$262K -$3.61K -72 -1%
US Bancorp
27
US Bancorp
Minnesota
$260K – – –
FGC
28
Financial Gravity Companies
Texas
$221K +$221K +4,373 New
FFA
29
First Foundation Advisors
California
$215K -$38.9K -772 -15%
NEAM
30
New England Asset Management
Connecticut
$161K +$50.3K +1,000 +45%
IA
31
IFP Advisors
Florida
$94K -$1.35K -27 -1%
AIC
32
Ameritas Investment Company
Nebraska
$71K +$71K +1,418 New
MA
33
MUFG Americas
New York
$30K -$9.55K -193 -24%
LDFR
34
Lehman & Derafelo Financial Resources
Pennsylvania
$15K +$15K +300 New
BHWM
35
Bay Harbor Wealth Management
Maryland
$11K +$11K +217 New
EWM
36
Elmwood Wealth Management
California
$10K – – –
FNBOSM
37
First National Bank of South Miami
Florida
$10K +$10K +200 New
PO
38
Private Ocean
California
$4K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$2K -$5.72K -103 -74%
LWA
40
Lenox Wealth Advisors
New York
$1K – – –
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
Jane Street
42
Jane Street
New York
– -$6.08M -122,020 Closed
AA
43
Advisory Alpha
Michigan
– -$1.68M -33,888 Closed
Allianz Asset Management
44
Allianz Asset Management
Germany
– -$1.01M -20,303 Closed
CI
45
Conning Inc
Connecticut
– -$986K -19,798 Closed
SS
46
Simplicity Solutions
Minnesota
– -$766K -15,387 Closed
CCM
47
Crabel Capital Management
California
– -$541K -10,865 Closed
LPL Financial
48
LPL Financial
California
– -$459K -9,227 Closed
CC
49
Callan Capital
California
– -$321K -6,451 Closed
AWM
50
AE Wealth Management
Kansas
– -$318K -6,396 Closed
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