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iShares CMBS ETF

58 hedge funds and large institutions have $313M invested in iShares CMBS ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-8
Holders Change %
-12.12%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
33
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
26
Strategic Investment Advisors
Michigan
$808K +$40.1K +722 +5%
FFA
27
First Foundation Advisors
California
$802K +$18.5K +334 +2%
WCM
28
Wealthcare Capital Management
Virginia
$789K +$118K +2,123 +18%
IWP
29
Insight Wealth Partners
Texas
$731K +$731K +13,158 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$721K +$3K +54 +0.4%
Osaic Holdings
31
Osaic Holdings
Arizona
$460K -$770K -13,899 -63%
FA
32
FDx Advisors
Illinois
$456K +$176K +3,177 +63%
VWA
33
V Wealth Advisors
Kansas
$417K +$417K +7,504 New
OWA
34
Outlook Wealth Advisors
Texas
$365K -$18.2K -328 -5%
Truist Financial
35
Truist Financial
North Carolina
$352K +$149K +2,687 +74%
AAM
36
Advisors Asset Management
Colorado
$349K +$62.6K +1,126 +22%
US Bancorp
37
US Bancorp
Minnesota
$344K +$66.6K +1,200 +24%
MI
38
Moneywise Inc
Virginia
$336K +$29.1K +523 +9%
CC
39
Cedar Capital
Illinois
$264K +$20.5K +369 +8%
WAS
40
Wealth Advisory Solutions
Indiana
$243K +$26.4K +475 +12%
IA
41
IFP Advisors
Florida
$185K +$139K +2,501 +306%
MA
42
MUFG Americas
New York
$145K +$122K +2,200 +535%
AssetMark Inc
43
AssetMark Inc
California
$128K +$124K +2,232 +2,899%
LFG
44
LifePlan Financial Group
Ohio
$127K +$56 +1 +0%
SFS
45
Sowell Financial Services
Arkansas
$47K +$15.1K +273 +47%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$31K
CHAM
47
Clear Harbor Asset Management
Connecticut
$30.5K +$30.5K +550 New
APA
48
American Portfolios Advisors
New York
$23.2K
LAS
49
Lloyd Advisory Services
Georgia
$20K +$615 +11 +3%
LDFR
50
Lehman & Derafelo Financial Resources
Pennsylvania
$17K