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iShares CMBS ETF
CMBS

Overview Fund Activity

98 hedge funds and large institutions have $448M invested in iShares CMBS ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
43
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$34.3M
2
BWL
2
Bogart Wealth LLC
Virginia
$40.7M
3
Wells Fargo
3
Wells Fargo
California
$28.5M
4
RVPG
4
Relative Value Partners Group
$34.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$86.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$20.1M
2
DJSG
2
D.J. St. Germain
Massachusetts
$23.1M
3
BWA
3
Beam Wealth Advisors
Louisiana
$0
4
T
4
TRUADVICE
Florida
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.64M +$587K +10,791 +55%
IWP
27
Insight Wealth Partners
Texas
$1.5M +$435 +8 +0%
HH
28
Hilltop Holdings
Texas
$1.35M +$42.4K +779 +3%
CAN
29
Cetera Advisor Networks
California
$1.34M +$1.34M +24,610 New
HFA
30
High Falls Advisors
New York
$1.33M +$1.33M +24,483 New
FFA
31
First Foundation Advisors
California
$1.33M +$477K +8,768 +56%
SWP
32
Stratos Wealth Partners
Ohio
$1.23M +$1.23M +22,616 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.11M -$319K -5,862 -22%
RJA
34
Raymond James & Associates
Florida
$1.09M +$754K +13,860 +224%
GL
35
Graypoint LLC
New York
$1.05M -$185K -3,400 -15%
CG
36
Colony Group
Massachusetts
$969K -$122K -2,252 -11%
HighTower Advisors
37
HighTower Advisors
Illinois
$936K +$185K +3,383 +25%
WCM
38
Wealthcare Capital Management
Virginia
$883K +$11.6K +214 +1%
FA
39
Fermata Advisors
California
$851K +$851K +15,651 New
WJA
40
Willis Johnson & Associates
Texas
$801K -$49.5K -911 -6%
CA
41
Cetera Advisors
Colorado
$799K +$56.6K +1,041 +8%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$779K +$703K +12,928 +928%
Barclays
43
Barclays
United Kingdom
$754K +$702K +12,902 +1,345%
NA
44
NewEdge Advisors
Louisiana
$753K +$753K +13,844 New
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$739K +$739K +13,590 New
Osaic Holdings
46
Osaic Holdings
Arizona
$702K +$281K +5,157 +67%
5L
47
55I LLC
Massachusetts
$616K +$616K +11,319 New
FA
48
FDx Advisors
Illinois
$598K +$172K +3,166 +40%
OMC
49
Old Mission Capital
Illinois
$590K +$303K +5,572 +106%
AAS
50
Avantax Advisory Services
Texas
$572K +$572K +10,547 New
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