iShares CMBS ETF
CMBS
94 hedge funds and large institutions have $236M invested in iShares CMBS ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 6 closing their positions.
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
50% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 22
13% more funds holding
Funds holding: 83 → 94 (+11)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.9% less ownership
Funds ownership: 60.04% → 56.14% (-3.9%)
18% less capital invested
Capital invested by funds: $286M → $236M (-$50.6M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $949K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$8.12M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.34M |
| 3 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$2.22M |
| 4 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$2.17M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$22.9M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$18.8M |
| 3 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$11.2M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$10.5M |
| 5 |
Jane Street
New York
|
-$1.44M |
CMBS Hedge Fund Activity: Q4 2024 in Review
94 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q4 2024, worth a combined $236M — down 18% from $286M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CMBS positions and 6 closed out — a net gain of 16 holders — while 33 added to existing stakes and 22 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $8.12M. The largest seller was BlackRock, cutting an estimated $22.9M.
- 94 institutional investors held iShares CMBS ETF (CMBS) as of Q4 2024, up from 83 in Q3 2024.
- Funds reported $236M of iShares CMBS ETF stock for Q4 2024, down 18% quarter-over-quarter.
- 22 funds opened new iShares CMBS ETF positions in Q4 2024 and 6 closed out, a net change of +16 holders.
- The largest iShares CMBS ETF buyer in Q4 2024 was Citadel Advisors, an estimated $8.12M added.
- The largest iShares CMBS ETF seller in Q4 2024 was BlackRock, an estimated $22.9M sold.
Based on aggregated 13F filings for Q4 2024.