CMBS icon

iShares CMBS ETF

92 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, 33 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$15.4M
2 -$3.05M
3 -$2.39M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.88M
5
Jane Street
Jane Street
New York
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RI
51
Ridgewood Investments
New Jersey
$401K
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$345K
VWA
53
Visionary Wealth Advisors
Illinois
$345K
GVAG
54
Great Valley Advisor Group
Delaware
$314K
CFB
55
Cullen/Frost Bankers
Texas
$306K
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$289K
CCAL
57
City Center Advisors LLC
Michigan
$281K
IA
58
IFP Advisors
Florida
$255K
DFCM
59
Dark Forest Capital Management
Puerto Rico
$238K
Truist Financial
60
Truist Financial
North Carolina
$230K
KFG
61
Kingdom Financial Group
Arizona
$224K
HFS
62
Horizon Financial Services
North Carolina
$224K
Bank of New York Mellon
63
Bank of New York Mellon
New York
$216K
NL
64
NWAM LLC
Washington
$201K
CF
65
Centaurus Financial
California
$102K
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$86K
DJSG
67
D.J. St. Germain
Massachusetts
$78.6K
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$66K
MCM
69
MAI Capital Management
Ohio
$48.7K
Fidelity Investments
70
Fidelity Investments
Massachusetts
$45.7K
WWM
71
Wagner Wealth Management
South Carolina
$43.2K
PTC
72
Private Trust Company
Ohio
$41.3K
CAL
73
Capital Analysts LLC
Pennsylvania
$33K
DRP
74
Decker Retirement Planning
Utah
$29.3K
SFCL
75
Strengthening Families & Communities LLC
Massachusetts
$21.5K