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iShares CMBS ETF
CMBS

Overview Fund Activity

80 hedge funds and large institutions have $296M invested in iShares CMBS ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
23
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
D
Diversified
Delaware
$14.1M
2
KF
Krilogy Financial
Missouri
$11.8M
3
Morgan Stanley
Morgan Stanley
New York
$69.6M
4
API
Advisor Partners II
California
$2.13M
5
Ameriprise
Ameriprise
Minnesota
$5.76M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$559K
2
Wells Fargo
Wells Fargo
California
$14.7M
3
PFO
Pathstone Family Office
New Jersey
$27.8M
4
HCA
Heck Capital Advisors
Wisconsin
$0
5
LPL Financial
LPL Financial
California
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
26
Relative Value Partners Group
$1.28M -$25.2K -546 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.21M +$104K +2,254 +9%
Goldman Sachs
28
Goldman Sachs
New York
$970K +$970K +21,000 New
Stifel Financial
29
Stifel Financial
Missouri
$910K +$187K +4,040 +26%
WJA
30
Willis Johnson & Associates
Texas
$909K +$14.7K +319 +2%
HH
31
Hilltop Holdings
Texas
$894K -$59.1K -1,279 -6%
RJA
32
Raymond James & Associates
Florida
$858K +$858K +18,586 New
CA
33
Cetera Advisors
Colorado
$839K +$839K +18,175 New
US Bancorp
34
US Bancorp
Minnesota
$647K -$16.1K -349 -2%
ACM
35
Advisors Capital Management
New Jersey
$645K -$55K -1,192 -8%
CWA
36
Centennial Wealth Advisory
Michigan
$642K -$497K -10,758 -44%
HPM
37
Hoxton Planning & Management
West Virginia
$629K -$28.9K -626 -4%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$605K -$368K -7,977 -38%
SWP
39
Stratos Wealth Partners
Ohio
$564K -$23.2K -503 -4%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$559K -$17M -367,674 -97%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$417K +$417K +9,025 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$414K +$75.4K +1,633 +22%
RI
43
Ridgewood Investments
New Jersey
$401K +$73.4K +1,590 +22%
MI
44
Moneywise Inc
Virginia
$376K +$3.65K +79 +1%
AAM
45
Advisors Asset Management
Colorado
$331K -$69.6K -1,506 -17%
IC
46
IEQ Capital
California
$287K +$53.2K +1,151 +23%
PPW
47
Parcion Private Wealth
Washington
$279K +$279K +6,031 New
GL
48
Graypoint LLC
New York
$262K -$242K -5,231 -48%
HFS
49
Horizon Financial Services
North Carolina
$250K -$11.3K -245 -4%
Citadel Advisors
50
Citadel Advisors
Florida
$233K +$233K +5,036 New
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