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iShares CMBS ETF
CMBS

Overview Fund Activity

83 hedge funds and large institutions have $286M invested in iShares CMBS ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
27
Reduced
27
Closed
13
Calls
–
Puts
$278K
Net Calls
-$278K
Net Calls Change
+$102K

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$11.2M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$25.5M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$3.09M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$11.2M
5
BlackRock
5
BlackRock
New York
$25.8M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$666K
2
AWM
2
AE Wealth Management
Kansas
$15M
3
GC
3
Guggenheim Capital
Illinois
$1.36M
4
CWA
4
Centennial Wealth Advisory
Michigan
$0
5
SAM
5
Strategy Asset Managers
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
51
Raymond James Trust
Florida
$310K +$310K +6,337 New
CA
52
Crewe Advisors
Utah
$291K +$291K +5,955 New
LA
53
LexAurum Advisors
Kansas
$261K +$13.6K +278 +5%
ECA
54
Elevated Capital Advisors
Utah
$259K +$259K +5,288 New
HH
55
Hilltop Holdings
Texas
$238K -$73.2K -1,495 -24%
CFB
56
Cullen/Frost Bankers
Texas
$160K +$79.6K +1,626 +98%
DJSG
57
D.J. St. Germain
Massachusetts
$101K -$136K -2,780 -57%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$99K -$1.62K -33 -2%
FFA
59
Farther Finance Advisors
California
$78.1K +$78.1K +1,597 New
EW
60
Element Wealth
Mississippi
$75.8K – – –
BF
61
BOK Financial
Oklahoma
$55K +$55K +1,132 New
FAM
62
Family Asset Management
South Carolina
$49.5K – – –
LFA
63
LGT Financial Advisors
Texas
$48.4K -$208K -4,249 -81%
WWM
64
Wagner Wealth Management
South Carolina
$46.4K -$5.38K -110 -10%
PTC
65
Private Trust Company
Ohio
$41.5K – – –
CAL
66
Capital Analysts LLC
Pennsylvania
$33K – – –
MCM
67
MidAtlantic Capital Management
Virginia
$31.5K +$12.9K +263 +69%
SFCL
68
Strengthening Families & Communities LLC
Massachusetts
$21K +$196 +4 +0.9%
IA
69
IFP Advisors
Florida
$20.1K +$20.1K +411 New
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$18K – – –
HI
71
Harbour Investments
Wisconsin
$15.8K – – –
BWL
72
Bogart Wealth LLC
Virginia
$15K – – –
US Bancorp
73
US Bancorp
Minnesota
$10.3K – – –
CT
74
Colonial Trust
South Carolina
$8.91K – – –
CAS
75
Coppell Advisory Solutions
Texas
$8.05K +$8.05K +165 New
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