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iShares CMBS ETF
CMBS

Overview Fund Activity

49 hedge funds and large institutions have $169M invested in iShares CMBS ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
15
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.3M
2
FIM
2
Freedom Investment Management
Connecticut
$3.78M
3
Bank of America
3
Bank of America
North Carolina
$28.9M
4
GC
4
Guggenheim Capital
Illinois
$4.95M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$33.7M
2
BlackRock
2
BlackRock
New York
$4.36M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
SFA
4
Semmax Financial Advisors
North Carolina
$23K
5
FFA
5
First Foundation Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$362K -$200K -3,875 -36%
SIA
27
Strategic Investment Advisors
Michigan
$342K +$56K +1,086 +20%
ACM
28
AlphaStar Capital Management
North Carolina
$325K +$11K +213 +4%
US Bancorp
29
US Bancorp
Minnesota
$267K – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$243K -$27.5K -530 -10%
NEAM
31
New England Asset Management
Connecticut
$165K – – –
CA
32
Cetera Advisors
Colorado
$155K +$155K +3,004 New
IA
33
IFP Advisors
Florida
$65K -$30.4K -600 -32%
RFC
34
Regions Financial Corp
Alabama
$45K +$45K +880 New
MA
35
MUFG Americas
New York
$24K -$6.95K -136 -22%
SFA
36
Semmax Financial Advisors
North Carolina
$23K -$293K -5,572 -93%
LDFR
37
Lehman & Derafelo Financial Resources
Pennsylvania
$15K – – –
BHWM
38
Bay Harbor Wealth Management
Maryland
$10K -$796 -16 -7%
EWM
39
Elmwood Wealth Management
California
$10K – – –
FNBOSM
40
First National Bank of South Miami
Florida
$10K – – –
CFA
41
Camarda Financial Advisors
Florida
$6K +$6K +124 New
RIA
42
Realta Investment Advisors
Delaware
$4K +$4K +84 New
GAM
43
Gemmer Asset Management
California
$4K +$4K +86 New
PO
44
Private Ocean
California
$2K -$2K -44 -50%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$2K – – –
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
LWA
47
Lenox Wealth Advisors
New York
$1K – – –
RJFSA
48
Raymond James Financial Services Advisors
Florida
– -$1.11M -22,105 Closed
FFA
49
First Foundation Advisors
California
– -$215K -4,271 Closed
AIC
50
Ameritas Investment Company
Nebraska
– -$71K -1,418 Closed
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