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iShares CMBS ETF
CMBS

Overview Fund Activity

93 hedge funds and large institutions have $235M invested in iShares CMBS ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+10
Holders Change %
+12.05%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
32
Reduced
22
Closed
6
Calls
–
Puts
$949K
Net Calls
-$949K
Net Calls Change
-$671K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$8.59M
2
Wells Fargo
2
Wells Fargo
California
$8.73M
3
OPAM
3
Ocean Park Asset Management
California
$2.2M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$2.15M
5
AWM
5
AE Wealth Management
Kansas
$16.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.17M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$15.6M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$0
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$400K
5
Jane Street
5
Jane Street
New York
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Crewe Advisors
Utah
$281K – – –
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$275K -$107K -2,261 -28%
CFB
53
Cullen/Frost Bankers
Texas
$263K +$109K +2,301 +70%
HFS
54
Horizon Financial Services
North Carolina
$258K -$65.7K -1,391 -20%
TSS
55
Two Sigma Securities
New York
$257K +$257K +5,444 New
CCAL
56
City Center Advisors LLC
Michigan
$223K +$223K +4,715 New
Bank of New York Mellon
57
Bank of New York Mellon
New York
$216K +$216K +4,568 New
IA
58
IFP Advisors
Florida
$130K +$111K +2,351 +572%
DJSG
59
D.J. St. Germain
Massachusetts
$97.3K – – –
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$93K -$1.88K -40 -2%
EW
61
Element Wealth
Mississippi
$73.2K – – –
BF
62
BOK Financial
Oklahoma
$53.4K – – –
MCM
63
MidAtlantic Capital Management
Virginia
$50.2K +$19.8K +420 +65%
MCM
64
MAI Capital Management
Ohio
$47.2K +$47.2K +1,000 New
LFA
65
LGT Financial Advisors
Texas
$42.6K -$3.96K -84 -9%
WWM
66
Wagner Wealth Management
South Carolina
$41.3K -$3.49K -74 -8%
PTC
67
Private Trust Company
Ohio
$40K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$37.5K +$37.4K +793 +39,650%
CAL
69
Capital Analysts LLC
Pennsylvania
$32K – – –
DRP
70
Decker Retirement Planning
Utah
$28.4K +$28.4K +601 New
SFCL
71
Strengthening Families & Communities LLC
Massachusetts
$21K +$241 +5 +1%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$20.8K +$3.49K +74 +20%
T
73
Transce3nd
Texas
$17.8K +$17.8K +377 New
BWL
74
Bogart Wealth LLC
Virginia
$14.4K – – –
Simplex Trading
75
Simplex Trading
Illinois
$13K +$13K +286 New
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