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iShares CMBS ETF
CMBS

Overview Fund Activity

98 hedge funds and large institutions have $448M invested in iShares CMBS ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
43
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$34.3M
2
BWL
2
Bogart Wealth LLC
Virginia
$40.7M
3
Wells Fargo
3
Wells Fargo
California
$28.5M
4
RVPG
4
Relative Value Partners Group
$34.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$86.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$20.1M
2
DJSG
2
D.J. St. Germain
Massachusetts
$23.1M
3
BWA
3
Beam Wealth Advisors
Louisiana
$0
4
T
4
TRUADVICE
Florida
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
51
Horizon Financial Services
North Carolina
$515K +$515K +9,469 New
AAM
52
Advisors Asset Management
Colorado
$436K +$59.7K +1,098 +16%
Jane Street
53
Jane Street
New York
$369K +$369K +6,783 New
RHBC
54
R.H. Bluestein & Co
Michigan
$356K +$356K +6,545 New
US Bancorp
55
US Bancorp
Minnesota
$354K – – –
MI
56
Moneywise Inc
Virginia
$340K +$16.9K +311 +5%
SI
57
Stephens Inc
Arkansas
$332K – – –
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$297K – – –
OWA
59
Outlook Wealth Advisors
Texas
$294K -$63.9K -1,174 -18%
SCA
60
Snowden Capital Advisors
New York
$287K +$287K +5,273 New
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$286K -$4.29K -79 -1%
RI
62
Ridgewood Investments
New Jersey
$284K -$36K -661 -11%
WWM
63
Wagner Wealth Management
South Carolina
$276K +$276K +5,080 New
FTUS
64
Flow Traders U.S.
New York
$268K +$268K +4,921 New
Stifel Financial
65
Stifel Financial
Missouri
$234K +$234K +4,298 New
TFA
66
Teamwork Financial Advisors
Texas
$214K +$214K +3,941 New
Baird Financial Group
67
Baird Financial Group
Wisconsin
$205K +$205K +3,761 New
HI
68
Harbour Investments
Wisconsin
$189K +$21.4K +392 +13%
EC
69
Estate Counselors
Wisconsin
$178K +$168K +3,100 +1,771%
MA
70
MUFG Americas
New York
$158K -$54 -1 -0%
AssetMark Inc
71
AssetMark Inc
California
$128K -$6.13K -113 -5%
EVM
72
Eaton Vance Management
Massachusetts
$126K -$16.4K -302 -12%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$126K +$118K +2,183 +1,436%
IA
74
IFP Advisors
Florida
$102K -$93.7K -1,720 -48%
CFGS
75
Concourse Financial Group Securities
Alabama
$95K -$17K -312 -15%
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