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iShares CMBS ETF
CMBS

Overview Fund Activity

87 hedge funds and large institutions have $252M invested in iShares CMBS ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
36
Reduced
22
Closed
20
Calls
–
Puts
$236K
Net Calls
-$236K
Net Calls Change
+$713K

Top Buyers

1
HW
1
Hancock Whitney
Mississippi
$10.5M
2
LPL Financial
2
LPL Financial
California
$9.81M
3
SL
3
Systelligence LLC
Minnesota
$5.91M
4
PRI
4
Prepared Retirement Institute
Pennsylvania
$2.88M
5
Bank of America
5
Bank of America
North Carolina
$14.7M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$5.37M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$14.3M
4
LWM
4
Laidlaw Wealth Management
New York
$0
5
GFM
5
GEN Financial Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$1.81M +$1.81M +37,612 New
Ameriprise
27
Ameriprise
Minnesota
$1.78M -$349K -7,263 -16%
Jane Street
28
Jane Street
New York
$1.7M +$273K +5,692 +19%
BlackRock
29
BlackRock
New York
$1.67M -$540K -11,249 -24%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.61M +$123K +2,561 +8%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.55M +$147K +3,053 +10%
GC
32
Guggenheim Capital
Illinois
$1.41M -$123K -2,557 -8%
PVM
33
Palogic Value Management
Texas
$1.14M +$33.2K +692 +3%
DFCM
34
Dark Forest Capital Management
Puerto Rico
$1.14M -$22.7K -473 -2%
FTUS
35
Flow Traders U.S.
New York
$1.11M +$389K +8,097 +54%
TI
36
Tidal Investments
Wisconsin
$1.11M -$385K -8,053 -26%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$1.03M -$679K -14,147 -40%
GFG
38
Goldstone Financial Group
Illinois
$1.03M -$201K -4,185 -16%
CM
39
Columbus Macro
Pennsylvania
$894K +$325K +6,778 +57%
MHR
40
Matthew Hamilton Rosenberg
$847K +$123K +2,558 +17%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$839K +$240K +5,001 +40%
WJA
42
Willis Johnson & Associates
Texas
$728K +$8.4K +175 +1%
TAP
43
Tounjian Advisory Partners
Florida
$696K +$696K +14,508 New
CAS
44
Coppell Advisory Solutions
Texas
$655K +$651K +28,243 +17,117%
Comerica Bank
45
Comerica Bank
Texas
$634K +$20.1K +418 +3%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$576K +$55.7K +1,158 +11%
ECA
47
Elevated Capital Advisors
Utah
$537K -$77.8K -1,620 -13%
OMC
48
Old Mission Capital
Illinois
$451K +$451K +9,394 New
RI
49
Ridgewood Investments
New Jersey
$416K -$27.7K -578 -6%
M1FG
50
Mach-1 Financial Group
Arkansas
$343K +$343K +7,155 New
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