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iShares CMBS ETF

83 hedge funds and large institutions have $241M invested in iShares CMBS ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+3
Holders Change %
+3.75%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
19
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GL
51
Graypoint LLC
New York
$240K -$19.7K -430 -8%
HFS
52
Horizon Financial Services
North Carolina
$234K -$13.6K -297 -5%
AAM
53
Advisors Asset Management
Colorado
$229K -$99.2K -2,163 -30%
BWM
54
BerganKDV Wealth Management
Minnesota
$227K -$22.6M -492,494 -99%
FHC
55
First Heartland Consultants
Missouri
$212K -$550 -12 -0.3%
LIM
56
Leavell Investment Management
Alabama
$212K +$212K +4,622 New
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$180K -$871 -19 -0.5%
BI
58
Bramshill Investments
Florida
$150K +$150K +3,280 New
WWM
59
Wagner Wealth Management
South Carolina
$98.4K -$413 -9 -0.4%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$62.1K +$62.1K +3,085 New
BWL
61
Bogart Wealth LLC
Virginia
$40.9K
PTC
62
Private Trust Company
Ohio
$38.9K
FAM
63
Family Asset Management
South Carolina
$36.1K +$275 +6 +0.8%
PFBT
64
Parkside Financial Bank & Trust
Missouri
$32.4K +$229 +5 +0.7%
CBT
65
Central Bank & Trust
Kentucky
$30.7K -$21.9K -478 -42%
BWAM
66
Boyd Watterson Asset Management
Ohio
$26.7K +$26.7K +583 New
OLVIG
67
Oliver Lagore Vanvalin Investment Group
Michigan
$19.3K +$19.3K +420 New
SFCL
68
Strengthening Families & Communities LLC
Massachusetts
$19K
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$18.4K +$18.4K +402 New
HI
70
Harbour Investments
Wisconsin
$15.9K -$10.1K -220 -39%
SWM
71
Spire Wealth Management
Virginia
$15.9K
CT
72
Colonial Trust
South Carolina
$14.7K
FGAM
73
Financial Gravity Asset Management
Texas
$10.9K
JHCP
74
Jackson Hole Capital Partners
Oklahoma
$6.24K
FFA
75
Farther Finance Advisors
California
$6.1K -$28.2K -614 -82%