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iShares CMBS ETF

107 hedge funds and large institutions have $495M invested in iShares CMBS ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
55
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$520K -$229K -4,227 -31%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$504K +$504K +9,316 New
AAM
53
Advisors Asset Management
Colorado
$481K +$47.6K +882 +11%
DC
54
Davenport & Co
Virginia
$470K +$470K +8,685 New
Barclays
55
Barclays
United Kingdom
$466K -$283K -5,238 -38%
WWM
56
Wagner Wealth Management
South Carolina
$420K +$147K +2,748 +54%
MI
57
Moneywise Inc
Virginia
$397K +$59.2K +1,095 +18%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$385K -$388K -7,192 -50%
US Bancorp
59
US Bancorp
Minnesota
$351K
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$339K +$54.1K +1,000 +19%
SI
61
Stephens Inc
Arkansas
$331K
Stifel Financial
62
Stifel Financial
Missouri
$329K +$96.4K +1,781 +41%
RI
63
Ridgewood Investments
New Jersey
$319K +$36.5K +675 +13%
SCA
64
Snowden Capital Advisors
New York
$319K +$33.7K +623 +12%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$295K -$297K
LA
66
Latitude Advisors
Florida
$292K +$292K +5,406 New
IWC
67
Integrated Wealth Concepts
Massachusetts
$275K +$275K +5,093 New
OMC
68
Old Mission Capital
Illinois
$266K -$320K -5,923 -55%
OWA
69
Outlook Wealth Advisors
Texas
$265K -$26.7K -495 -9%
EH
70
Equitable Holdings
New York
$257K +$257K +4,747 New
TFA
71
Teamwork Financial Advisors
Texas
$252K +$39.2K +726 +18%
TSS
72
Two Sigma Securities
New York
$240K +$240K +4,440 New
HI
73
Harbour Investments
Wisconsin
$224K +$36.3K +671 +19%
WCFA
74
Walkner Condon Financial Advisors
Wisconsin
$213K +$213K +3,960 New
Baird Financial Group
75
Baird Financial Group
Wisconsin
$203K