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iShares CMBS ETF

96 hedge funds and large institutions have $310M invested in iShares CMBS ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 19

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $255M → $310M (+$55.2M)

7.61% more ownership

Funds ownership: 56.93%64.54% (+7.6%)

4% more funds holding

Funds holding: 9296 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
45
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
MMA Asset Management
Pennsylvania
$501K +$5.26K +108 +1%
VWA
52
Visionary Wealth Advisors
Illinois
$472K +$124K +2,544 +36%
ECA
53
Elevated Capital Advisors
Utah
$461K -$87.6K -1,797 -16%
TI
54
Tidal Investments
Wisconsin
$405K -$113K -2,323 -22%
CCAL
55
City Center Advisors LLC
Michigan
$399K +$116K +2,371 +41%
RI
56
Ridgewood Investments
New Jersey
$397K -$6.53K -134 -2%
MW
57
Maia Wealth
Colorado
$392K +$391K +8,015 New
GVAG
58
Great Valley Advisor Group
Delaware
$315K -$1.27K -26 -0.4%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$309K +$17.5K +360 +6%
QCM
60
Quantinno Capital Management
New York
$302K +$300K +6,155 New
Truist Financial
61
Truist Financial
North Carolina
$300K +$67.7K +1,388 +29%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$297K +$209K +4,294 +243%
CFB
63
Cullen/Frost Bankers
Texas
$295K -$13.3K -273 -4%
IA
64
IFP Advisors
Florida
$271K +$13.9K +285 +5%
NL
65
NWAM LLC
Washington
$264K +$59.2K +1,214 +29%
DFCM
66
Dark Forest Capital Management
Puerto Rico
$240K
Bank of New York Mellon
67
Bank of New York Mellon
New York
$236K +$17.7K +364 +8%
HFS
68
Horizon Financial Services
North Carolina
$147K -$78.2K -1,604 -35%
MCM
69
MAI Capital Management
Ohio
$142K +$92.6K +1,900 +190%
GWM
70
Geneos Wealth Management
Colorado
$132K +$112K +2,303 +597%
CF
71
Centaurus Financial
California
$103K
TIM
72
Tortoise Investment Management
New York
$81.8K -$569K -11,665 -87%
DJSG
73
D.J. St. Germain
Massachusetts
$79.2K
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$70.6K +$70.1K +1,439 New
ACA
75
Aptus Capital Advisors
Alabama
$48.7K +$48.4K +993 New

CMBS Hedge Fund Activity: Q3 2025 in Review

96 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q3 2025, worth a combined $310M — up 22% from $255M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CMBS positions and 7 closed out — a net gain of 6 holders — while 45 added to existing stakes and 19 trimmed.

The largest buyer was Syon Capital, opening a new position worth an estimated $28.4M. The largest seller was HighTower Advisors, exiting entirely with an estimated $5.49M sold.

  • 96 institutional investors held iShares CMBS ETF (CMBS) as of Q3 2025, up from 92 in Q2 2025.
  • Funds reported $310M of iShares CMBS ETF stock for Q3 2025, up 22% quarter-over-quarter.
  • 13 funds opened new iShares CMBS ETF positions in Q3 2025 and 7 closed out, a net change of +6 holders.
  • The largest iShares CMBS ETF buyer in Q3 2025 was Syon Capital, an estimated $28.4M added.
  • The largest iShares CMBS ETF seller in Q3 2025 was HighTower Advisors, an estimated $5.49M sold.

Based on aggregated 13F filings for Q3 2025.