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iShares CMBS ETF
CMBS

Overview Fund Activity

107 hedge funds and large institutions have $495M invested in iShares CMBS ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
55
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$26.2M
2
Wells Fargo
2
Wells Fargo
California
$40.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$93M
4
UBS Group
4
UBS Group
Switzerland
$39.2M
5
FA
5
Fermata Advisors
California
$3.42M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$21.3M
2
HFA
2
High Falls Advisors
New York
$0
3
DJSG
3
D.J. St. Germain
Massachusetts
$21.9M
4
GC
4
Guggenheim Capital
Illinois
$18.6M
5
CA
5
Cetera Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$2.29M – – –
BlackRock
27
BlackRock
New York
$2.27M +$40.7K +753 +2%
CAN
28
Cetera Advisor Networks
California
$1.85M +$519K +9,607 +39%
CWA
29
Centennial Wealth Advisory
Michigan
$1.82M -$28.4K -526 -2%
IWP
30
Insight Wealth Partners
Texas
$1.49M +$378 +7 +0%
FFA
31
First Foundation Advisors
California
$1.45M +$134K +2,472 +10%
SWP
32
Stratos Wealth Partners
Ohio
$1.45M +$230K +4,261 +19%
HH
33
Hilltop Holdings
Texas
$1.38M +$39.9K +739 +3%
RJA
34
Raymond James & Associates
Florida
$1.26M +$180K +3,329 +17%
Truist Financial
35
Truist Financial
North Carolina
$1.21M -$424K -7,832 -26%
GL
36
Graypoint LLC
New York
$1.15M +$106K +1,953 +10%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.14M +$36.5K +675 +3%
Ameriprise
38
Ameriprise
Minnesota
$1.1M +$1.1M +20,355 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.07M +$334K +6,174 +45%
PPA
40
Parametric Portfolio Associates
Washington
$1.03M +$1.03M +19,045 New
Osaic Holdings
41
Osaic Holdings
Arizona
$934K +$236K +4,366 +34%
WCM
42
Wealthcare Capital Management
Virginia
$913K +$34.9K +646 +4%
CG
43
Colony Group
Massachusetts
$882K -$81.4K -1,507 -8%
HFS
44
Horizon Financial Services
North Carolina
$820K +$308K +5,692 +60%
WJA
45
Willis Johnson & Associates
Texas
$765K -$31.8K -588 -4%
RHBC
46
R.H. Bluestein & Co
Michigan
$727K +$373K +6,906 +106%
HighTower Advisors
47
HighTower Advisors
Illinois
$698K -$232K -4,274 -25%
5L
48
55I LLC
Massachusetts
$655K +$43.1K +797 +7%
AAS
49
Avantax Advisory Services
Texas
$584K +$17.5K +325 +3%
FA
50
FDx Advisors
Illinois
$581K -$13.4K -247 -2%
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