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iShares CMBS ETF
CMBS

Overview Fund Activity

58 hedge funds and large institutions have $200M invested in iShares CMBS ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
20
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$7.02M
2
LPL Financial
2
LPL Financial
California
$6.03M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.5M
4
GC
4
Guggenheim Capital
Illinois
$14.6M
5
Jane Street
5
Jane Street
New York
$3.06M

Top Sellers

1
EWF
1
Epstein & White Financial
California
$379K
2
DJSG
2
D.J. St. Germain
Massachusetts
$21.4M
3
Franklin Resources
3
Franklin Resources
California
$2.12M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$200K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
26
Strategic Investment Advisors
Michigan
$590K +$27.9K +528 +5%
BBHC
27
Brown Brothers Harriman & Co
New York
$583K +$583K +11,042 New
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$437K +$437K +8,275 New
FFA
29
First Foundation Advisors
California
$431K +$431K +8,158 New
EWF
30
Epstein & White Financial
California
$379K -$2.03M -38,311 -84%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$378K +$13.1K +247 +4%
Truist Financial
32
Truist Financial
North Carolina
$363K +$363K +6,888 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$325K -$4.86K -92 -1%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$256K +$55.4K +1,048 +28%
US Bancorp
35
US Bancorp
Minnesota
$211K – – –
WAS
36
Wealth Advisory Solutions
Indiana
$209K +$209K +3,964 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$200K -$1.11M -21,019 -85%
AAM
38
Advisors Asset Management
Colorado
$125K +$83K +1,569 +198%
SFS
39
Sowell Financial Services
Arkansas
$121K +$121K +2,296 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$97K +$85.6K +1,624 +748%
CFA
41
Carroll Financial Associates
North Carolina
$91K -$12.9K -247 -12%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$84K +$84K +1,590 New
FGAM
43
Financial Gravity Asset Management
Texas
$53K -$36.5K -3,967 -41%
LFG
44
LifePlan Financial Group
Ohio
$30K +$15.5K +298 +106%
IA
45
IFP Advisors
Florida
$25K +$18.8K +364 +301%
MA
46
MUFG Americas
New York
$22K -$414 -8 -2%
LDFR
47
Lehman & Derafelo Financial Resources
Pennsylvania
$16K – – –
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$11K +$10.6K +205 +2,563%
IFWM
49
Institute for Wealth Management
Colorado
$10K +$10K +189 New
CL
50
Cabana LLC
Arkansas
$8K +$8K +152 New
1
2
3