CMBS icon

iShares CMBS ETF
CMBS

Overview Fund Activity

83 hedge funds and large institutions have $286M invested in iShares CMBS ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
27
Reduced
27
Closed
13
Calls
–
Puts
$278K
Net Calls
-$278K
Net Calls Change
+$102K

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$11.2M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$25.5M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$3.09M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$11.2M
5
BlackRock
5
BlackRock
New York
$25.8M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$666K
2
AWM
2
AE Wealth Management
Kansas
$15M
3
GC
3
Guggenheim Capital
Illinois
$1.36M
4
CWA
4
Centennial Wealth Advisory
Michigan
$0
5
SAM
5
Strategy Asset Managers
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
26
Laidlaw Wealth Management
New York
$1.69M -$21K -429 -1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.47M +$196 +4 +0%
DFCM
28
Dark Forest Capital Management
Puerto Rico
$1.42M +$946K +19,336 +199%
TI
29
Tidal Investments
Wisconsin
$1.39M +$582K +11,924 +72%
Goldman Sachs
30
Goldman Sachs
New York
$1.37M +$1.37M +27,921 New
GC
31
Guggenheim Capital
Illinois
$1.36M -$984K -20,111 -42%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.26M +$502K +10,263 +66%
RJA
33
Raymond James & Associates
Florida
$1.2M -$17.2K -351 -1%
GFG
34
Goldstone Financial Group
Illinois
$1.16M +$165K +3,377 +17%
PVM
35
Palogic Value Management
Texas
$992K +$276K +5,647 +39%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$796K +$40.1K +820 +5%
WJA
37
Willis Johnson & Associates
Texas
$790K -$158K -3,228 -17%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$666K -$1.66M -33,954 -71%
MHR
39
Matthew Hamilton Rosenberg
$633K +$130K +2,651 +26%
Comerica Bank
40
Comerica Bank
Texas
$626K -$82.3K -1,682 -12%
Citadel Advisors
41
Citadel Advisors
Florida
$560K +$560K +11,435 New
CM
42
Columbus Macro
Pennsylvania
$554K +$554K +11,409 New
RI
43
Ridgewood Investments
New Jersey
$548K -$24.8K -507 -4%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$537K -$4.6K -94 -0.8%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$487K +$182K +3,736 +60%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$450K -$54K -1,104 -11%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$396K -$109K -2,227 -22%
HPM
48
Hoxton Planning & Management
West Virginia
$376K -$4.6K -94 -1%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$360K – – –
HFS
50
Horizon Financial Services
North Carolina
$336K -$17.2K -352 -5%
1
2
3 4