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iShares CMBS ETF
CMBS

Overview Fund Activity

65 hedge funds and large institutions have $277M invested in iShares CMBS ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
28
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$13.2M
2
RVPG
2
Relative Value Partners Group
$10.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.76M
4
LPL Financial
4
LPL Financial
California
$25.6M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$21.3M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$0
2
UBS Group
2
UBS Group
Switzerland
$17.1M
3
Jane Street
3
Jane Street
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.24M
5
HH
5
Hilltop Holdings
Texas
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
51
Financial Gravity Asset Management
Texas
$52K +$52K +947 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$50K +$50K +911 New
ICP
53
Interchange Capital Partners
Pennsylvania
$33K +$33K +601 New
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$30K – – –
APA
55
American Portfolios Advisors
New York
$28.6K +$5.53K +100 +24%
LAS
56
Lloyd Advisory Services
Georgia
$25K +$5.29K +96 +27%
LDFR
57
Lehman & Derafelo Financial Resources
Pennsylvania
$17K – – –
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$12K +$53 +1 +0.4%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$8K +$3.06K +54 +62%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$4K – – –
MCC
61
Money Concepts Capital
Florida
$3K +$3K +55 New
GEA
62
Glen Eagle Advisors
New Jersey
$1.77K – – –
TC
63
Truvestments Capital
Florida
$1K – – –
AIA
64
Angeles Investment Advisors
California
– -$41.4M -745,000 Closed
Jane Street
65
Jane Street
New York
– -$16M -288,004 Closed
WAS
66
Wealth Advisory Solutions
Indiana
– -$243K -4,379 Closed
CHAM
67
Clear Harbor Asset Management
Connecticut
– -$30.5K -550 Closed
SIM
68
Sonora Investment Management
Arizona
– -$4K -69 Closed
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