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iShares CMBS ETF
CMBS

Overview Fund Activity

98 hedge funds and large institutions have $448M invested in iShares CMBS ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
43
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$34.3M
2
BWL
2
Bogart Wealth LLC
Virginia
$40.7M
3
Wells Fargo
3
Wells Fargo
California
$28.5M
4
RVPG
4
Relative Value Partners Group
$34.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$86.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$20.1M
2
DJSG
2
D.J. St. Germain
Massachusetts
$23.1M
3
BWA
3
Beam Wealth Advisors
Louisiana
$0
4
T
4
TRUADVICE
Florida
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Spire Wealth Management
Virginia
$71K +$35.9K +662 +102%
FGAM
77
Financial Gravity Asset Management
Texas
$54K -$3.57K -41 -6%
AWA
78
Arkadios Wealth Advisors
Georgia
$31K -$2K -37 -6%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$30K – – –
LAS
80
Lloyd Advisory Services
Georgia
$28K +$3.15K +57 +13%
BFEC
81
Benjamin F. Edwards & Company
Missouri
$27K +$3.58K +67 +15%
APA
82
American Portfolios Advisors
New York
$22.7K -$5.44K -100 -19%
SB
83
Strategic Blueprint
Georgia
$21K +$21K +394 New
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$18K +$18K +335 New
LDFR
85
Lehman & Derafelo Financial Resources
Pennsylvania
$16K – – –
CFD
86
Creative Financial Designs
Indiana
$16K +$16K +301 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$7K +$54 +1 +0.8%
BEI
89
Benjamin Edwards Inc
Missouri
$5K +$52 +1 +1%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$4K +$4K +67 New
NFG
91
Next Financial Group
Texas
$3K -$438 -7 -13%
FHA
92
First Horizon Advisors
Tennessee
$3K – – –
GEA
93
Glen Eagle Advisors
New Jersey
$1.74K – – –
TC
94
Trust Company
Kansas
$1K – – –
FFA
95
Founders Financial Alliance
North Carolina
$1K – – –
ACA
96
Aptus Capital Advisors
Alabama
$1K +$1K +22 New
TAM
97
Tucker Asset Management
Colorado
$761 – – –
BWA
98
Beam Wealth Advisors
Louisiana
– -$931K -17,291 Closed
T
99
TRUADVICE
Florida
– -$321K -5,923 Closed
SIA
100
Strategic Investment Advisors
Michigan
– -$289K -5,367 Closed
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4
5