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iShares CMBS ETF
CMBS

Overview Fund Activity

64 hedge funds and large institutions have $232M invested in iShares CMBS ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
20
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$31.8M
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$11.4M
3
LPL Financial
3
LPL Financial
California
$15.5M
4
ACM
4
Advisors Capital Management
New Jersey
$11.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.59M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Bank of America
2
Bank of America
North Carolina
$18.9M
3
Jane Street
3
Jane Street
New York
$413K
4
BlackRock
4
BlackRock
New York
$2.52M
5
WA
5
WESPAC Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$798K +$354K +6,581 +80%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$714K +$330K +6,156 +86%
SIA
28
Strategic Investment Advisors
Michigan
$653K +$52.6K +979 +9%
CHAM
29
Clear Harbor Asset Management
Connecticut
$587K -$37.6K -700 -6%
FA
30
FDx Advisors
Illinois
$561K -$101K -1,888 -15%
TGAM
31
TBH Global Asset Management
Tennessee
$512K +$512K +9,530 New
Jane Street
32
Jane Street
New York
$413K -$2.7M -50,261 -87%
CBT
33
Central Bank & Trust
Kentucky
$407K +$407K +7,584 New
FFA
34
First Foundation Advisors
California
$401K -$37.5K -697 -9%
OWA
35
Outlook Wealth Advisors
Texas
$382K +$382K +7,111 New
Truist Financial
36
Truist Financial
North Carolina
$372K +$2.47K +46 +0.7%
WCM
37
Wealthcare Capital Management
Virginia
$365K +$365K +6,798 New
CC
38
Cedar Capital
Illinois
$240K +$240K +4,467 New
AAM
39
Advisors Asset Management
Colorado
$233K +$106K +1,970 +83%
US Bancorp
40
US Bancorp
Minnesota
$215K – – –
Baird Financial Group
41
Baird Financial Group
Wisconsin
$213K -$46.4K -866 -18%
MML Investors Services
42
MML Investors Services
Massachusetts
$213K +$213K +3,958 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$209K -$875K -16,311 -81%
EWF
44
Epstein & White Financial
California
$207K -$177K -3,300 -46%
LFG
45
LifePlan Financial Group
Ohio
$122K +$91.1K +1,702 +294%
FGAM
46
Financial Gravity Asset Management
Texas
$115K -$194K -3,618 -63%
SFS
47
Sowell Financial Services
Arkansas
$111K -$12.6K -234 -10%
IA
48
IFP Advisors
Florida
$51K +$26.2K +514 +106%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$30K -$56.6K -1,039 -65%
APA
50
American Portfolios Advisors
New York
$22.4K +$22.4K +417 New
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