CMBS icon

iShares CMBS ETF
CMBS

Overview Fund Activity

55 hedge funds and large institutions have $194M invested in iShares CMBS ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
19
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.28M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.7M
3
GC
3
Guggenheim Capital
Illinois
$7.9M
4
WA
4
WESPAC Advisors
California
$2.58M
5
Invesco
5
Invesco
Georgia
$2.26M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$26.9M
2
CSIA
2
Charles Schwab Investment Advisory
California
$33.8M
3
DJSG
3
D.J. St. Germain
Massachusetts
$22.2M
4
FIM
4
Freedom Investment Management
Connecticut
$3.56M
5
FGAM
5
Financial Gravity Asset Management
Texas
$599K
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
26
FDx Advisors
Illinois
$704K +$58.7K +1,109 +9%
CFA
27
Carroll Financial Associates
North Carolina
$674K +$190K +3,591 +39%
AG
28
Advisor Group
Arizona
$630K +$174K +3,290 +38%
FGAM
29
Financial Gravity Asset Management
Texas
$599K -$169K -3,195 -22%
CHAM
30
Clear Harbor Asset Management
Connecticut
$476K -$3.97K -75 -0.8%
SIA
31
Strategic Investment Advisors
Michigan
$461K +$108K +2,036 +31%
US Bancorp
32
US Bancorp
Minnesota
$408K +$134K +2,536 +49%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$365K -$5.29K -100 -1%
ACM
34
AlphaStar Capital Management
North Carolina
$361K +$28.2K +533 +8%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$336K -$146K -2,753 -30%
BTS
36
BB&T Securities
Virginia
$296K +$296K +5,596 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$255K +$7.6K +144 +3%
MSAM
38
Moloney Securities Asset Management
Missouri
$240K +$240K +4,530 New
MA
39
MUFG Americas
New York
$23K -$1.97K -37 -8%
LDFR
40
Lehman & Derafelo Financial Resources
Pennsylvania
$16K – – –
LFG
41
LifePlan Financial Group
Ohio
$15K +$15K +280 New
FNBOSM
42
First National Bank of South Miami
Florida
$11K – – –
BHWM
43
Bay Harbor Wealth Management
Maryland
$10K -$691 -13 -6%
SFA
44
Semmax Financial Advisors
North Carolina
$8K -$14K -279 -64%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +102 New
RIA
46
Realta Investment Advisors
Delaware
$4K – – –
CFA
47
Camarda Financial Advisors
Florida
$3K -$3.89K -70 -56%
DWM
48
Doyle Wealth Management
Florida
$3K +$3K +50 New
PO
49
Private Ocean
California
$2K – – –
GRP
50
Global Retirement Partners
California
$2K +$2K +29 New
1
2
3