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iShares CMBS ETF
CMBS

Overview Fund Activity

80 hedge funds and large institutions have $296M invested in iShares CMBS ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
23
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
D
Diversified
Delaware
$14.1M
2
KF
Krilogy Financial
Missouri
$11.8M
3
Morgan Stanley
Morgan Stanley
New York
$69.6M
4
API
Advisor Partners II
California
$2.13M
5
Ameriprise
Ameriprise
Minnesota
$5.76M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$559K
2
Wells Fargo
Wells Fargo
California
$14.7M
3
PFO
Pathstone Family Office
New Jersey
$27.8M
4
HCA
Heck Capital Advisors
Wisconsin
$0
5
LPL Financial
LPL Financial
California
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFG
51
Goldstone Financial Group
Illinois
$223K +$223K +4,821 New
FHC
52
First Heartland Consultants
Missouri
$214K -$239K -5,168 -53%
FMP
53
Financial Management Professionals
Texas
$197K +$197K +4,260 New
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$182K -$49.9K -1,078 -22%
WWM
55
Wagner Wealth Management
South Carolina
$99.6K -$46 -1 -0%
CBT
56
Central Bank & Trust
Kentucky
$53K +$29.3K +634 +124%
BWL
57
Bogart Wealth LLC
Virginia
$41.2K – – –
PTC
58
Private Trust Company
Ohio
$39.2K -$18.5K -400 -32%
AssetMark Inc
59
AssetMark Inc
California
$38.6K -$1.43K -31 -4%
FAM
60
Family Asset Management
South Carolina
$36.1K +$36.1K +782 New
FFA
61
Farther Finance Advisors
California
$34.5K +$34.5K +747 New
PFBT
62
Parkside Financial Bank & Trust
Missouri
$32.4K +$32.4K +701 New
HI
63
Harbour Investments
Wisconsin
$26.2K -$6.14K -133 -19%
GEA
64
Glen Eagle Advisors
New Jersey
$20.4K +$18.9K +410 +1,281%
S
65
SignatureFD
Georgia
$16.3K +$16.3K +352 New
SWM
66
Spire Wealth Management
Virginia
$16K +$8.96K +194 +128%
CT
67
Colonial Trust
South Carolina
$14.8K +$14.8K +321 New
BAM
68
Belpointe Asset Management
Nevada
$10.5K +$600 +13 +6%
FGAM
69
Financial Gravity Asset Management
Texas
$10.5K – – –
AAS
70
Ameritas Advisory Services
Nebraska
$10.2K +$10.2K +219 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$9.24K +$9.24K +200 New
JHCP
72
Jackson Hole Capital Partners
Oklahoma
$6.28K – – –
IA
73
IFP Advisors
Florida
$3.46K -$149K -2,842 -98%
IHWM
74
Iron Horse Wealth Management
Iowa
$3.28K +$3.28K +71 New
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.05K +$3.05K +66 New
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