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iShares CMBS ETF

90 hedge funds and large institutions have $366M invested in iShares CMBS ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+25
Holders Change %
+38.46%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
31
Increased
27
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HH
26
Hilltop Holdings
Texas
$1.29M -$222K -4,129 -15%
GL
27
Graypoint LLC
New York
$1.23M -$84.3K -1,565 -6%
AA
28
Advisory Alpha
Michigan
$1.18M +$1.18M +21,900 New
CG
29
Colony Group
Massachusetts
$1.08M -$196K -3,642 -15%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.05M +$312K +5,796 +42%
BWA
31
Beam Wealth Advisors
Louisiana
$931K -$120K -2,221 -11%
WCM
32
Wealthcare Capital Management
Virginia
$863K +$7.7K +143 +0.9%
FFA
33
First Foundation Advisors
California
$843K -$54 -1 -0%
WJA
34
Willis Johnson & Associates
Texas
$843K +$21.6K +400 +3%
HighTower Advisors
35
HighTower Advisors
Illinois
$745K -$181K -3,347 -20%
CA
36
Cetera Advisors
Colorado
$736K -$299K -5,546 -29%
FA
37
FDx Advisors
Illinois
$421K +$1.08K +20 +0.3%
Osaic Holdings
38
Osaic Holdings
Arizona
$417K -$108K -1,999 -21%
AAM
39
Advisors Asset Management
Colorado
$373K +$27.4K +509 +8%
OWA
40
Outlook Wealth Advisors
Texas
$354K +$3.66K +68 +1%
US Bancorp
41
US Bancorp
Minnesota
$350K +$16.2K +300 +5%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$336K +$336K +6,233 New
RJA
43
Raymond James & Associates
Florida
$333K +$333K +6,189 New
SI
44
Stephens Inc
Arkansas
$329K +$329K +6,114 New
T
45
TRUADVICE
Florida
$321K +$321K +5,923 New
MI
46
Moneywise Inc
Virginia
$320K -$15.4K -286 -5%
RI
47
Ridgewood Investments
New Jersey
$317K +$317K +5,879 New
SIA
48
Strategic Investment Advisors
Michigan
$289K -$196K -3,633 -40%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$288K -$8.3K -154 -3%
OMC
50
Old Mission Capital
Illinois
$284K +$284K +5,274 New