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iShares CMBS ETF
CMBS

Overview Fund Activity

109 hedge funds and large institutions have $550M invested in iShares CMBS ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
46
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$72.3M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$23M
3
ACM
3
Advisors Capital Management
New Jersey
$24.4M
4
Bank of America
4
Bank of America
North Carolina
$26.4M
5
SI
5
Stephens Inc
Arkansas
$5.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.78M
3
EVM
3
Eaton Vance Management
Massachusetts
$12.4M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$18M
5
LPL Financial
5
LPL Financial
California
$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.39M +$7.21K +136 +0.3%
Franklin Resources
27
Franklin Resources
California
$2.25M – – –
BlackRock
28
BlackRock
New York
$2.22M -$6.63K -125 -0.3%
OMC
29
Old Mission Capital
Illinois
$2.1M +$1.83M +34,595 +703%
CAN
30
Cetera Advisor Networks
California
$2.07M +$251K +4,740 +14%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.91M -$543K -10,231 -22%
IWP
32
Insight Wealth Partners
Texas
$1.65M +$193K +3,641 +13%
CWA
33
Centennial Wealth Advisory
Michigan
$1.52M -$265K -4,988 -15%
SWP
34
Stratos Wealth Partners
Ohio
$1.42M -$1.75K -33 -0.1%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.37M +$319K +6,012 +30%
FFA
36
First Foundation Advisors
California
$1.35M -$77.5K -1,461 -5%
RJA
37
Raymond James & Associates
Florida
$1.34M +$103K +1,933 +8%
HH
38
Hilltop Holdings
Texas
$1.22M -$130K -2,460 -10%
GL
39
Graypoint LLC
New York
$1.18M +$45.6K +860 +4%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.15M +$30.3K +571 +3%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.14M +$221K +4,167 +24%
Ameriprise
42
Ameriprise
Minnesota
$1.02M -$58.2K -1,097 -5%
WCM
43
Wealthcare Capital Management
Virginia
$976K +$80.4K +1,516 +9%
PPA
44
Parametric Portfolio Associates
Washington
$908K -$102K -1,924 -10%
CG
45
Colony Group
Massachusetts
$838K -$27K -510 -3%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$836K +$342K +6,454 +69%
WJA
47
Willis Johnson & Associates
Texas
$777K +$26.6K +501 +4%
RHBC
48
R.H. Bluestein & Co
Michigan
$769K +$55.3K +1,043 +8%
AAS
49
Avantax Advisory Services
Texas
$734K +$157K +2,963 +27%
HFS
50
Horizon Financial Services
North Carolina
$693K -$111K -2,093 -14%
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