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iShares CMBS ETF

85 hedge funds and large institutions have $410M invested in iShares CMBS ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-7
Holders Change %
-7.61%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
21
Reduced
37
Closed
14
Calls
$461K
Puts
$1.7M
Net Calls
-$1.24M
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Shares
Change %
CG
51
Colony Group
Massachusetts
$216K -$152K -3,330 -41%
LA
52
Latitude Advisors
Florida
$208K +$8.06K +176 +4%
HIC
53
Hartline Investment Corp
Illinois
$208K +$208K +4,545 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$206K -$71.7K -1,563 -26%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$194K -$13.6K -297 -7%
BWL
56
Bogart Wealth LLC
Virginia
$169K -$8.86K -193 -5%
IA
57
IFP Advisors
Florida
$151K -$1.45K -28 -1%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$114K -$7.81K -171 -6%
WWM
59
Wagner Wealth Management
South Carolina
$102K -$98.3K -2,135 -49%
PTC
60
Private Trust Company
Ohio
$57K -$26.1K -572 -31%
SC
61
SouthState Corp
Florida
$51K
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$48K -$28.9K -634 -38%
AssetMark Inc
63
AssetMark Inc
California
$46K -$641 -14 -1%
FMII
64
Farmers & Merchants Investments Inc
Nebraska
$36K
HI
65
Harbour Investments
Wisconsin
$33K
RIA
66
Realta Investment Advisors
Delaware
$30K +$30K +644 New
CBT
67
Central Bank & Trust
Kentucky
$24K -$55.3K -1,183 -70%
SFCL
68
Strengthening Families & Communities LLC
Massachusetts
$19K
LDFR
69
Lehman & Derafelo Financial Resources
Pennsylvania
$14K
FGAM
70
Financial Gravity Asset Management
Texas
$12K -$521 -12 -4%
SSB
71
Sandy Spring Bank
Maryland
$7K
DTIM
72
Danda Trouve Investment Management
Kansas
$7K +$7K +150 New
JHCP
73
Jackson Hole Capital Partners
Oklahoma
$6K +$6K +136 New
CFD
74
Creative Financial Designs
Indiana
$4K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$3K