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iShares CMBS ETF
CMBS

Overview Fund Activity

91 hedge funds and large institutions have $253M invested in iShares CMBS ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
32
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PRI
1
Prepared Retirement Institute
Pennsylvania
$7.62M
2
PJSIMP
2
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.44M
3
LPL Financial
3
LPL Financial
California
$12.6M
4
SL
4
Systelligence LLC
Minnesota
$8.08M
5
Wells Fargo
5
Wells Fargo
California
$12.1M

Top Sellers

1
TIM
1
Tortoise Investment Management
New York
$650K
2
UBS Group
2
UBS Group
Switzerland
$18.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.15M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$3.57M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$2.29M +$461K +9,467 +25%
BlackRock
27
BlackRock
New York
$2.22M +$530K +10,883 +31%
TIAA Trust, National Association
28
TIAA Trust, National Association
North Carolina
$2.04M +$2.04M +41,898 New
First Trust Advisors
29
First Trust Advisors
Illinois
$1.92M +$44.7K +917 +2%
AA
30
Advisory Alpha
Michigan
$1.59M -$387K -7,946 -20%
GC
31
Guggenheim Capital
Illinois
$1.59M +$158K +3,239 +11%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.56M -$66.4K -1,363 -4%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.3M +$1.3M +26,716 New
PVM
34
Palogic Value Management
Texas
$1.15M -$8.58K -176 -0.7%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.15M +$296K +6,073 +35%
CM
36
Columbus Macro
Pennsylvania
$1.14M +$234K +4,801 +26%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$863K -$182K -3,730 -17%
CTI
38
Community Trust & Investment
Kentucky
$795K +$795K +16,322 New
MHR
39
Matthew Hamilton Rosenberg
$784K -$76.5K -1,571 -9%
WJA
40
Willis Johnson & Associates
Texas
$729K -$9.55K -196 -1%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$713K +$129K +2,650 +22%
TAP
42
Tounjian Advisory Partners
Florida
$693K -$3.17K -66 -0.5%
TIM
43
Tortoise Investment Management
New York
$650K -$15.4M -316,516 -96%
ECA
44
Elevated Capital Advisors
Utah
$537K – – –
Comerica Bank
45
Comerica Bank
Texas
$527K -$116K -2,386 -18%
TI
46
Tidal Investments
Wisconsin
$515K -$609K -12,534 -54%
MAM
47
MMA Asset Management
Pennsylvania
$492K +$492K +10,099 New
KAS
48
Kestra Advisory Services
Texas
$489K +$222K +4,551 +83%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$480K +$480K +9,852 New
P
50
&Partners
Tennessee
$444K +$166K +3,410 +60%
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