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iShares CMBS ETF
CMBS

Overview Fund Activity

98 hedge funds and large institutions have $442M invested in iShares CMBS ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-11
Holders Change %
-10.09%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
35
Reduced
43
Closed
20
Calls
–
Puts
$508K
Net Calls
-$508K
Net Calls Change
-$508K

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$27.5M
2
Wells Fargo
2
Wells Fargo
California
$46.7M
3
BlackRock
3
BlackRock
New York
$6.02M
4
AIA
4
Avalon Investment & Advisory
Texas
$3.53M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$25.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$21.8M
2
BWL
2
Bogart Wealth LLC
Virginia
$222K
3
RVPG
3
Relative Value Partners Group
$20.3M
4
SI
4
Stephens Inc
Arkansas
$432K
5
Bank of America
5
Bank of America
North Carolina
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
51
First Heartland Consultants
Missouri
$409K +$409K +8,205 New
5L
52
55I LLC
Massachusetts
$364K -$152K -3,051 -29%
HighTower Advisors
53
HighTower Advisors
Illinois
$360K -$2.83K -58 -0.8%
RI
54
Ridgewood Investments
New Jersey
$350K +$29.7K +596 +9%
MI
55
Moneywise Inc
Virginia
$344K -$35.7K -717 -9%
KWA
56
KCS Wealth Advisory
California
$336K +$131K +2,622 +64%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$330K -$456K -9,152 -58%
Truist Financial
58
Truist Financial
North Carolina
$316K -$203K -4,081 -39%
Stifel Financial
59
Stifel Financial
Missouri
$316K -$156K -3,121 -33%
HFS
60
Horizon Financial Services
North Carolina
$291K -$360K -7,223 -55%
FZCM
61
Flynn Zito Capital Management
New York
$280K +$1.05K +21 +0.4%
PCM
62
Penserra Capital Management
California
$272K +$14.9K +300 +6%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$266K -$64.6K -1,297 -20%
MA
64
MUFG Americas
New York
$259K +$89.5K +1,800 +53%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$251K -$8.78K -176 -3%
FA
66
FDx Advisors
Illinois
$248K -$236K -4,734 -49%
MML Investors Services
67
MML Investors Services
Massachusetts
$234K +$40.1K +804 +21%
OWA
68
Outlook Wealth Advisors
Texas
$231K -$299 -6 -0.1%
EH
69
Equitable Holdings
New York
$228K +$25.9K +518 +13%
BWL
70
Bogart Wealth LLC
Virginia
$222K -$19.9M -397,919 -99%
Citadel Advisors
71
Citadel Advisors
Florida
$204K +$204K +4,086 New
CBT
72
Central Bank & Trust
Kentucky
$156K -$3.02M -60,702 -95%
IA
73
IFP Advisors
Florida
$152K +$29.7K +573 +24%
EWA
74
EP Wealth Advisors
California
$138K +$138K +2,773 New
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$105K -$3.52K -71 -3%
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