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iShares CMBS ETF
CMBS

Overview Fund Activity

66 hedge funds and large institutions have $271M invested in iShares CMBS ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
24
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$28.6M
2
Bank of America
2
Bank of America
North Carolina
$24.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.7M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$16.3M
5
LPL Financial
5
LPL Financial
California
$19.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.01M
2
HH
2
Hilltop Holdings
Texas
$2.25M
3
CA
3
Cetera Advisors
Colorado
$952K
4
Charles Schwab
4
Charles Schwab
California
$31.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$22.9K – – –
LAS
52
Lloyd Advisory Services
Georgia
$19K -$110 -2 -0.6%
LDFR
53
Lehman & Derafelo Financial Resources
Pennsylvania
$16K – – –
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$12K +$5.15K +97 +75%
CL
55
Cabana LLC
Arkansas
$10K +$10K +191 New
CAN
56
Cetera Advisor Networks
California
$6K +$6K +100 New
Fidelity Investments
57
Fidelity Investments
Massachusetts
$5K -$8.57K -156 -63%
AssetMark Inc
58
AssetMark Inc
California
$4K – – –
BWM
59
BerganKDV Wealth Management
Minnesota
$4K +$4K +64 New
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$2K -$801K -14,819 -100%
GEA
61
Glen Eagle Advisors
New Jersey
$1.76K – – –
William Blair & Company
62
William Blair & Company
Illinois
$1K -$2.09K -23 -68%
LWA
63
Lenox Wealth Advisors
New York
$1K – – –
TI
64
tru Independence
Oregon
$3 +$3 +72 New
CHAM
65
Clear Harbor Asset Management
Connecticut
– -$587K -10,940 Closed
Baird Financial Group
66
Baird Financial Group
Wisconsin
– -$213K -3,974 Closed
MML Investors Services
67
MML Investors Services
Massachusetts
– -$213K -3,958 Closed
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
– -$209K -3,894 Closed
EWF
69
Epstein & White Financial
California
– -$207K -3,862 Closed
FGAM
70
Financial Gravity Asset Management
Texas
– -$115K -2,138 Closed
EWM
71
Elmwood Wealth Management
California
– -$20.1K -400 Closed
FA
72
Faithward Advisors
Pennsylvania
– -$4K -72 Closed
TF
73
Tompkins Financial
New York
– -$3K -50 Closed
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -23 Closed
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