CMBS icon

iShares CMBS ETF
CMBS

Overview Fund Activity

66 hedge funds and large institutions have $271M invested in iShares CMBS ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
24
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$28.6M
2
Bank of America
2
Bank of America
North Carolina
$24.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.7M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$16.3M
5
LPL Financial
5
LPL Financial
California
$19.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.01M
2
HH
2
Hilltop Holdings
Texas
$2.25M
3
CA
3
Cetera Advisors
Colorado
$952K
4
Charles Schwab
4
Charles Schwab
California
$31.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
MUFG Americas
New York
$1.07M – – –
GFPC
27
Global Financial Private Capital
Florida
$1.02M -$559K -10,183 -35%
CA
28
Cetera Advisors
Colorado
$952K -$1.2M -21,791 -56%
FFA
29
First Foundation Advisors
California
$775K +$365K +6,654 +89%
SIA
30
Strategic Investment Advisors
Michigan
$759K +$91.5K +1,666 +14%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$711K -$20.3K -369 -3%
WCM
32
Wealthcare Capital Management
Virginia
$664K +$290K +5,287 +78%
TGAM
33
TBH Global Asset Management
Tennessee
$545K +$22K +401 +4%
HighTower Advisors
34
HighTower Advisors
Illinois
$545K +$545K +9,997 New
Jane Street
35
Jane Street
New York
$402K -$19.8K -361 -5%
OWA
36
Outlook Wealth Advisors
Texas
$379K -$11.6K -212 -3%
KP
37
Keel Point
Alabama
$339K +$339K +6,166 New
MI
38
Moneywise Inc
Virginia
$303K +$303K +5,524 New
AAM
39
Advisors Asset Management
Colorado
$283K +$45.2K +823 +19%
FA
40
FDx Advisors
Illinois
$277K -$297K -5,404 -52%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$277K +$277K +5,044 New
US Bancorp
42
US Bancorp
Minnesota
$275K +$55K +1,000 +25%
CC
43
Cedar Capital
Illinois
$241K -$4.06K -74 -2%
WAS
44
Wealth Advisory Solutions
Indiana
$214K +$214K +3,904 New
Truist Financial
45
Truist Financial
North Carolina
$200K -$180K -3,285 -47%
LFG
46
LifePlan Financial Group
Ohio
$125K +$110 +2 +0.1%
PAG
47
Private Advisor Group
New Jersey
$51K +$51K +925 New
IA
48
IFP Advisors
Florida
$45K -$10K -182 -18%
SFS
49
Sowell Financial Services
Arkansas
$32K -$82.2K -1,484 -72%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$30K – – –
1
2
3