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iShares CMBS ETF
CMBS

Overview Fund Activity

91 hedge funds and large institutions have $253M invested in iShares CMBS ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
32
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PRI
1
Prepared Retirement Institute
Pennsylvania
$7.62M
2
PJSIMP
2
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.44M
3
LPL Financial
3
LPL Financial
California
$12.6M
4
SL
4
Systelligence LLC
Minnesota
$8.08M
5
Wells Fargo
5
Wells Fargo
California
$12.1M

Top Sellers

1
TIM
1
Tortoise Investment Management
New York
$650K
2
UBS Group
2
UBS Group
Switzerland
$18.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.15M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$3.57M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
51
Ridgewood Investments
New Jersey
$401K -$21.8K -447 -5%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$345K +$98.7K +2,025 +40%
VWA
53
Visionary Wealth Advisors
Illinois
$345K +$345K +7,076 New
GVAG
54
Great Valley Advisor Group
Delaware
$314K +$876 +18 +0.3%
CFB
55
Cullen/Frost Bankers
Texas
$306K +$14K +288 +5%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$289K +$5.12K +105 +2%
CCAL
57
City Center Advisors LLC
Michigan
$281K +$26.2K +538 +10%
IA
58
IFP Advisors
Florida
$255K +$112K +2,298 +78%
DFCM
59
Dark Forest Capital Management
Puerto Rico
$238K -$917K -18,831 -79%
Truist Financial
60
Truist Financial
North Carolina
$230K +$230K +4,719 New
KFG
61
Kingdom Financial Group
Arizona
$224K +$224K +4,597 New
HFS
62
Horizon Financial Services
North Carolina
$224K -$46.1K -946 -17%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$216K -$9.31K -191 -4%
NL
64
NWAM LLC
Washington
$201K +$201K +4,151 New
CF
65
Centaurus Financial
California
$102K – – –
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$86K -$21.9K -450 -20%
DJSG
67
D.J. St. Germain
Massachusetts
$78.6K +$2.58K +53 +3%
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$66K +$64.6K +3,150 +4,773%
MCM
69
MAI Capital Management
Ohio
$48.7K – – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$45.7K +$4.49K +92 +11%
WWM
71
Wagner Wealth Management
South Carolina
$43.2K +$390 +8 +0.9%
PTC
72
Private Trust Company
Ohio
$41.3K – – –
CAL
73
Capital Analysts LLC
Pennsylvania
$33K – – –
DRP
74
Decker Retirement Planning
Utah
$29.3K – – –
SFCL
75
Strengthening Families & Communities LLC
Massachusetts
$21.5K +$195 +4 +0.9%
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