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iShares CMBS ETF
CMBS

Overview Fund Activity

109 hedge funds and large institutions have $550M invested in iShares CMBS ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
46
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$72.3M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$23M
3
ACM
3
Advisors Capital Management
New Jersey
$24.4M
4
Bank of America
4
Bank of America
North Carolina
$26.4M
5
SI
5
Stephens Inc
Arkansas
$5.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.78M
3
EVM
3
Eaton Vance Management
Massachusetts
$12.4M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$18M
5
LPL Financial
5
LPL Financial
California
$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$553K -$637K -11,994 -54%
5L
52
55I LLC
Massachusetts
$549K -$94K -1,772 -15%
NA
53
NewEdge Advisors
Louisiana
$523K +$13.1K +248 +3%
FA
54
FDx Advisors
Illinois
$514K -$55.4K -1,045 -10%
AAM
55
Advisors Asset Management
Colorado
$504K +$31.4K +592 +7%
Stifel Financial
56
Stifel Financial
Missouri
$501K +$179K +3,374 +56%
LA
57
Latitude Advisors
Florida
$463K +$177K +3,334 +62%
BCI
58
Brinker Capital Investments
Pennsylvania
$461K +$461K +8,695 New
WWM
59
Wagner Wealth Management
South Carolina
$439K +$23.6K +445 +6%
MI
60
Moneywise Inc
Virginia
$404K +$14.5K +273 +4%
CAI
61
Capital Advisors Inc
Oklahoma
$402K +$402K +7,586 New
HighTower Advisors
62
HighTower Advisors
Illinois
$395K -$290K -5,449 -42%
US Bancorp
63
US Bancorp
Minnesota
$371K +$26.5K +500 +8%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$352K +$152K +2,873 +76%
SCA
65
Snowden Capital Advisors
New York
$347K +$35.2K +665 +11%
RI
66
Ridgewood Investments
New Jersey
$341K +$28.4K +535 +9%
DAS
67
Dynamic Advisor Solutions
Arizona
$334K +$334K +6,304 New
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$297K -$295K – –
FZCM
69
Flynn Zito Capital Management
New York
$297K +$297K +5,595 New
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$276K -$55.8K -1,053 -17%
PCM
71
Penserra Capital Management
California
$273K +$103K +1,950 +61%
OWA
72
Outlook Wealth Advisors
Texas
$246K -$13.7K -259 -5%
TFA
73
Teamwork Financial Advisors
Texas
$246K -$1.7K -32 -0.7%
SFS
74
Security Financial Services
Indiana
$239K +$239K +4,503 New
SW
75
Simplicity Wealth
New Jersey
$231K +$231K +4,354 New
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3
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