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iShares CMBS ETF
CMBS

Overview Fund Activity

98 hedge funds and large institutions have $442M invested in iShares CMBS ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-11
Holders Change %
-10.09%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
35
Reduced
43
Closed
20
Calls
–
Puts
$508K
Net Calls
-$508K
Net Calls Change
-$508K

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$27.5M
2
Wells Fargo
2
Wells Fargo
California
$46.7M
3
BlackRock
3
BlackRock
New York
$6.02M
4
AIA
4
Avalon Investment & Advisory
Texas
$3.53M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$25.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$21.8M
2
BWL
2
Bogart Wealth LLC
Virginia
$222K
3
RVPG
3
Relative Value Partners Group
$20.3M
4
SI
4
Stephens Inc
Arkansas
$432K
5
Bank of America
5
Bank of America
North Carolina
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
26
Insight Wealth Partners
Texas
$1.57M +$16.4K +328 +1%
CWA
27
Centennial Wealth Advisory
Michigan
$1.52M +$93.6K +1,877 +7%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$1.48M +$1.48M +29,741 New
FFA
29
First Foundation Advisors
California
$1.47M +$197K +3,959 +16%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.24M +$151K +2,954 +14%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.24M -$1.01M -20,229 -45%
HH
32
Hilltop Holdings
Texas
$1.19M +$45.2K +908 +4%
GL
33
Graypoint LLC
New York
$1.12M +$12.1K +242 +1%
WCM
34
Wealthcare Capital Management
Virginia
$1.06M +$143K +2,874 +16%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$982K -$94.1K -1,890 -9%
WJA
36
Willis Johnson & Associates
Texas
$815K +$84.9K +1,702 +12%
AAS
37
Avantax Advisory Services
Texas
$755K +$64.5K +1,292 +9%
SWP
38
Stratos Wealth Partners
Ohio
$737K -$601K -12,055 -45%
PPA
39
Parametric Portfolio Associates
Washington
$725K -$129K -2,584 -15%
CG
40
Colony Group
Massachusetts
$703K -$85K -1,705 -11%
AP
41
Advisor Partners
California
$678K +$678K +13,592 New
LA
42
Latitude Advisors
Florida
$653K +$217K +4,358 +50%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$595K -$689K -13,833 -54%
RHBC
44
R.H. Bluestein & Co
Michigan
$554K -$169K -3,390 -23%
AAM
45
Advisors Asset Management
Colorado
$485K +$11.8K +237 +2%
US Bancorp
46
US Bancorp
Minnesota
$438K +$89.6K +1,800 +26%
WWM
47
Wagner Wealth Management
South Carolina
$434K +$20.7K +415 +5%
BCI
48
Brinker Capital Investments
Pennsylvania
$433K – – –
SI
49
Stephens Inc
Arkansas
$432K -$4.86M -97,482 -92%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$431K +$230K +4,617 +114%
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