CMBS icon

iShares CMBS ETF
CMBS

Overview Fund Activity

83 hedge funds and large institutions have $241M invested in iShares CMBS ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+3
Holders Change %
+3.75%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
19
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$13M
2
LFA
2
LGT Financial Advisors
Texas
$2.56M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.75M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.85M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.1M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$227K
3
D
3
Diversified
Delaware
$318K
4
Wells Fargo
4
Wells Fargo
California
$8.27M
5
LPL Financial
5
LPL Financial
California
$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
26
Insight Wealth Partners
Texas
$1.6M -$456K -9,940 -22%
First Trust Advisors
27
First Trust Advisors
Illinois
$1.49M +$56.2K +1,225 +4%
WJA
28
Willis Johnson & Associates
Texas
$1.18M +$276K +6,028 +31%
CA
29
Cetera Advisors
Colorado
$1.06M +$226K +4,939 +27%
HH
30
Hilltop Holdings
Texas
$999K +$112K +2,448 +13%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$999K -$203K -4,434 -17%
Stifel Financial
32
Stifel Financial
Missouri
$971K +$67K +1,462 +7%
OMC
33
Old Mission Capital
Illinois
$880K +$880K +19,198 New
SC
34
Sykon Capital
New York
$872K +$872K +19,025 New
RJA
35
Raymond James & Associates
Florida
$825K -$26.9K -586 -3%
CWA
36
Centennial Wealth Advisory
Michigan
$622K -$15.2K -331 -2%
SAM
37
Strategy Asset Managers
California
$611K +$611K +13,332 New
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$515K -$40.8K -889 -7%
HPM
39
Hoxton Planning & Management
West Virginia
$446K -$179K -3,895 -29%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$443K +$32.7K +713 +8%
RI
41
Ridgewood Investments
New Jersey
$422K +$24.5K +534 +6%
US Bancorp
42
US Bancorp
Minnesota
$422K -$220K -4,800 -34%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$414K – – –
PAG
44
Private Advisor Group
New Jersey
$403K +$403K +8,810 New
MI
45
Moneywise Inc
Virginia
$359K -$14.5K -317 -4%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$352K +$352K +7,681 New
D
47
Diversified
Delaware
$318K -$13.7M -299,086 -98%
IC
48
IEQ Capital
California
$285K – – –
GFG
49
Goldstone Financial Group
Illinois
$276K +$54.9K +1,197 +25%
PPW
50
Parcion Private Wealth
Washington
$257K -$19.1K -416 -7%
1
2
3 4