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iShares CMBS ETF
CMBS

Overview Fund Activity

87 hedge funds and large institutions have $252M invested in iShares CMBS ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
36
Reduced
22
Closed
20
Calls
–
Puts
$236K
Net Calls
-$236K
Net Calls Change
+$713K

Top Buyers

1
HW
1
Hancock Whitney
Mississippi
$10.5M
2
LPL Financial
2
LPL Financial
California
$9.81M
3
SL
3
Systelligence LLC
Minnesota
$5.91M
4
PRI
4
Prepared Retirement Institute
Pennsylvania
$2.88M
5
Bank of America
5
Bank of America
North Carolina
$14.7M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$5.37M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$14.3M
4
LWM
4
Laidlaw Wealth Management
New York
$0
5
GFM
5
GEN Financial Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
51
Great Valley Advisor Group
Delaware
$309K +$309K +6,431 New
CFB
52
Cullen/Frost Bankers
Texas
$288K +$19.6K +409 +7%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$280K -$96 -2 -0%
P
54
&Partners
Tennessee
$274K +$274K +5,699 New
HFS
55
Horizon Financial Services
North Carolina
$266K +$3.31K +69 +1%
KAS
56
Kestra Advisory Services
Texas
$264K -$45.5K -947 -15%
CCAL
57
City Center Advisors LLC
Michigan
$251K +$24.7K +514 +11%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$243K -$326K -6,795 -57%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$222K +$2.88K +60 +1%
IA
60
IFP Advisors
Florida
$141K +$8.07K +168 +6%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$107K +$11.3K +234 +12%
CF
62
Centaurus Financial
California
$101K +$101K +2,094 New
DJSG
63
D.J. St. Germain
Massachusetts
$74.9K -$24K -501 -24%
MCM
64
MAI Capital Management
Ohio
$48K – – –
LFA
65
LGT Financial Advisors
Texas
$43.6K +$192 +4 +0.4%
WWM
66
Wagner Wealth Management
South Carolina
$42.2K +$240 +5 +0.6%
PTC
67
Private Trust Company
Ohio
$40.7K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$40.6K +$2.45K +51 +6%
CAL
69
Capital Analysts LLC
Pennsylvania
$32K – – –
DRP
70
Decker Retirement Planning
Utah
$28.8K – – –
BWAM
71
Boyd Watterson Asset Management
Ohio
$27.8K +$27.8K +580 New
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$21.2K – – –
SFCL
73
Strengthening Families & Communities LLC
Massachusetts
$21K +$96 +2 +0.5%
T
74
Transce3nd
Texas
$18.1K – – –
BWL
75
Bogart Wealth LLC
Virginia
$14.7K – – –
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3
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