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iShares CMBS ETF
CMBS

Overview Fund Activity

90 hedge funds and large institutions have $366M invested in iShares CMBS ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+25
Holders Change %
+38.46%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
31
Increased
27
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.7M
2
BWL
2
Bogart Wealth LLC
Virginia
$29.4M
3
RVPG
3
Relative Value Partners Group
$25.3M
4
Wells Fargo
4
Wells Fargo
California
$19.1M
5
TIM
5
Tortoise Investment Management
New York
$9.49M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$141K
2
SS
2
Simplicity Solutions
Minnesota
$0
3
LPL Financial
3
LPL Financial
California
$21.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.83M
5
DJSG
5
D.J. St. Germain
Massachusetts
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
51
Cedar Capital
Illinois
$251K +$4.96K +92 +2%
TSS
52
Two Sigma Securities
New York
$244K +$244K +4,527 New
AL
53
ACAS LLC
California
$234K +$234K +4,353 New
FPGK
54
Financial Partners Group (Kansas)
Kansas
$221K +$221K +4,108 New
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$217K +$5.98K +111 +3%
IA
56
IFP Advisors
Florida
$195K +$29.5K +544 +18%
William Blair & Company
57
William Blair & Company
Illinois
$170K +$170K +3,154 New
HI
58
Harbour Investments
Wisconsin
$166K +$166K +3,077 New
MA
59
MUFG Americas
New York
$157K +$16.2K +300 +11%
EVM
60
Eaton Vance Management
Massachusetts
$141K -$12.7M -235,057 -99%
AssetMark Inc
61
AssetMark Inc
California
$133K +$3.17K +59 +2%
CFGS
62
Concourse Financial Group Securities
Alabama
$111K +$111K +2,059 New
JHCP
63
Jackson Hole Capital Partners
Oklahoma
$107K +$107K +1,987 New
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$75K +$71.2K +1,322 +1,862%
SFS
65
Sowell Financial Services
Arkansas
$59K -$14.8K -272 -20%
Barclays
66
Barclays
United Kingdom
$52K +$52K +959 New
FGAM
67
Financial Gravity Asset Management
Texas
$35.6K -$15.3K -285 -30%
SWM
68
Spire Wealth Management
Virginia
$35K +$35K +646 New
AWA
69
Arkadios Wealth Advisors
Georgia
$32K +$32K +612 New
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$30K – – –
APA
71
American Portfolios Advisors
New York
$27.8K – – –
LAS
72
Lloyd Advisory Services
Georgia
$24K -$213 -4 -0.9%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$24K +$24K +438 New
LDFR
74
Lehman & Derafelo Financial Resources
Pennsylvania
$16K – – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +220 New
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