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iShares CMBS ETF
CMBS

Overview Fund Activity

54 hedge funds and large institutions have $186M invested in iShares CMBS ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
17
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$11.6M
2
HH
2
Hilltop Holdings
Texas
$2.91M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.8M
4
LPL Financial
4
LPL Financial
California
$1.34M
5
Franklin Resources
5
Franklin Resources
California
$3.29M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Wells Fargo
2
Wells Fargo
California
$1.24M
3
AWM
3
AE Wealth Management
Kansas
$288K
4
Bank of America
4
Bank of America
North Carolina
$24.9M
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
26
Clear Harbor Asset Management
Connecticut
$560K +$78.9K +1,475 +16%
FGAM
27
Financial Gravity Asset Management
Texas
$520K -$85.6K -1,601 -14%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$369K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$351K +$12K +225 +4%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$335K +$75.5K +1,407 +29%
BTS
31
BB&T Securities
Virginia
$293K -$5.55K -104 -2%
AWM
32
AE Wealth Management
Kansas
$288K -$2.65M -49,602 -90%
SS
33
Simplicity Solutions
Minnesota
$288K -$1.68M -31,449 -85%
CC
34
Cedar Capital
Illinois
$238K +$238K +4,453 New
MSAM
35
Moloney Securities Asset Management
Missouri
$237K -$4.97K -93 -2%
US Bancorp
36
US Bancorp
Minnesota
$214K -$199K -3,711 -48%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$203K +$203K +3,792 New
CFA
38
Carroll Financial Associates
North Carolina
$106K -$574K -10,765 -84%
AAM
39
Advisors Asset Management
Colorado
$42K +$42K +794 New
FAAS
40
First Allied Advisory Services
California
$27K +$27K +503 New
MA
41
MUFG Americas
New York
$23K – – –
LDFR
42
Lehman & Derafelo Financial Resources
Pennsylvania
$16K – – –
LFG
43
LifePlan Financial Group
Ohio
$15K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$12K +$11.5K +208 +2,311%
FNBOSM
45
First National Bank of South Miami
Florida
$11K – – –
BHWM
46
Bay Harbor Wealth Management
Maryland
$10K – – –
BFO
47
Biltmore Family Office
North Carolina
$7K +$7K +136 New
IA
48
IFP Advisors
Florida
$6K +$6K +121 New
RIA
49
Realta Investment Advisors
Delaware
$5K – – –
RP
50
Rice Partnership
Hawaii
$3K +$3K +50 New
1
2
3