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iShares CMBS ETF
CMBS

Overview Fund Activity

64 hedge funds and large institutions have $232M invested in iShares CMBS ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
20
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$31.8M
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$11.4M
3
LPL Financial
3
LPL Financial
California
$15.5M
4
ACM
4
Advisors Capital Management
New Jersey
$11.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.59M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Bank of America
2
Bank of America
North Carolina
$18.9M
3
Jane Street
3
Jane Street
New York
$413K
4
BlackRock
4
BlackRock
New York
$2.52M
5
WA
5
WESPAC Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
MUFG Americas
New York
$22K -$749 -14 -3%
EWM
52
Elmwood Wealth Management
California
$20.1K +$20.1K +400 New
LAS
53
Lloyd Advisory Services
Georgia
$19K +$18.8K +346 +11,533%
LDFR
54
Lehman & Derafelo Financial Resources
Pennsylvania
$16K – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
$13K -$83.9K -1,594 -87%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$7K -$4.56K -84 -39%
FA
57
Faithward Advisors
Pennsylvania
$4K – – –
AssetMark Inc
58
AssetMark Inc
California
$4K +$4K +77 New
TF
59
Tompkins Financial
New York
$3K +$3K +50 New
William Blair & Company
60
William Blair & Company
Illinois
$2K +$2K +34 New
GEA
61
Glen Eagle Advisors
New Jersey
$1.72K – – –
LWA
62
Lenox Wealth Advisors
New York
$1K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +23 New
CSIA
64
Charles Schwab Investment Advisory
California
– -$32.8M -620,704 Closed
WA
65
WESPAC Advisors
California
– -$2M -37,921 Closed
BCA
66
Biltmore Capital Advisors
New Jersey
– -$703K -13,320 Closed
BBHC
67
Brown Brothers Harriman & Co
New York
– -$583K -11,042 Closed
WAS
68
Wealth Advisory Solutions
Indiana
– -$209K -3,964 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– -$200K -3,795 Closed
WQ
70
Wealth Quarterback
New Jersey
– -$41 -2,061 Closed
CFA
71
Carroll Financial Associates
North Carolina
– -$91K -1,741 Closed
IFWM
72
Institute for Wealth Management
Colorado
– -$10K -189 Closed
CL
73
Cabana LLC
Arkansas
– -$8K -152 Closed
RIA
74
Realta Investment Advisors
Delaware
– -$5K -84 Closed
CAC
75
Certified Advisory Corp
Florida
– -$1K -19 Closed
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