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iShares CMBS ETF
CMBS

Overview Fund Activity

65 hedge funds and large institutions have $277M invested in iShares CMBS ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+7
Holders Change %
+12.07%
% 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
13
Increased
28
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$13.2M
2
RVPG
2
Relative Value Partners Group
$10.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.76M
4
LPL Financial
4
LPL Financial
California
$25.6M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$21.3M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$0
2
UBS Group
2
UBS Group
Switzerland
$17.1M
3
Jane Street
3
Jane Street
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.24M
5
HH
5
Hilltop Holdings
Texas
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
26
Centennial Wealth Advisory
Michigan
$1.23M +$1.23M +22,244 New
BWA
27
Beam Wealth Advisors
Louisiana
$1.08M -$146K -2,639 -12%
CA
28
Cetera Advisors
Colorado
$1.06M -$23.7K -428 -2%
HighTower Advisors
29
HighTower Advisors
Illinois
$941K +$941K +17,112 New
WCM
30
Wealthcare Capital Management
Virginia
$879K +$92.9K +1,680 +12%
FFA
31
First Foundation Advisors
California
$866K +$66.2K +1,195 +8%
WJA
32
Willis Johnson & Associates
Texas
$843K +$843K +15,243 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$756K +$37K +668 +5%
Osaic Holdings
34
Osaic Holdings
Arizona
$538K +$79.2K +1,433 +17%
SIA
35
Strategic Investment Advisors
Michigan
$498K -$307K -5,548 -38%
FA
36
FDx Advisors
Illinois
$432K -$22.6K -408 -5%
VWA
37
V Wealth Advisors
Kansas
$411K -$3.7K -67 -0.9%
OWA
38
Outlook Wealth Advisors
Texas
$360K -$3.54K -64 -1%
AAM
39
Advisors Asset Management
Colorado
$355K +$7.41K +134 +2%
MI
40
Moneywise Inc
Virginia
$344K +$9.78K +177 +3%
US Bancorp
41
US Bancorp
Minnesota
$343K – – –
Truist Financial
42
Truist Financial
North Carolina
$334K -$16.7K -301 -5%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$304K +$304K +5,496 New
CC
44
Cedar Capital
Illinois
$253K -$10.7K -194 -4%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$217K +$217K +3,914 New
IA
46
IFP Advisors
Florida
$170K -$15.1K -270 -8%
MA
47
MUFG Americas
New York
$145K – – –
AssetMark Inc
48
AssetMark Inc
California
$134K +$5.83K +105 +5%
AI
49
AdvisorShares Investments
Maryland
$77K -$164K -2,972 -68%
SFS
50
Sowell Financial Services
Arkansas
$75K +$28K +507 +60%
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