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iShares CMBS ETF
CMBS

Overview Fund Activity

107 hedge funds and large institutions have $495M invested in iShares CMBS ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
55
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$26.2M
2
Wells Fargo
2
Wells Fargo
California
$40.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$93M
4
UBS Group
4
UBS Group
Switzerland
$39.2M
5
FA
5
Fermata Advisors
California
$3.42M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$21.3M
2
HFA
2
High Falls Advisors
New York
$0
3
DJSG
3
D.J. St. Germain
Massachusetts
$21.9M
4
GC
4
Guggenheim Capital
Illinois
$18.6M
5
CA
5
Cetera Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
76
Estate Counselors
Wisconsin
$177K – – –
PCM
77
Penserra Capital Management
California
$173K +$173K +3,210 New
MA
78
MUFG Americas
New York
$157K – – –
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$143K +$16.9K +312 +13%
IA
80
IFP Advisors
Florida
$106K +$4.19K +77 +4%
CF
81
Centaurus Financial
California
$104K +$104K +1,925 New
CFGS
82
Concourse Financial Group Securities
Alabama
$98K +$3.67K +68 +4%
SWM
83
Spire Wealth Management
Virginia
$91K +$20.4K +379 +29%
AssetMark Inc
84
AssetMark Inc
California
$56K -$72.4K -1,331 -56%
FGAM
85
Financial Gravity Asset Management
Texas
$54K – – –
FMII
86
Farmers & Merchants Investments Inc
Nebraska
$42K +$42K +775 New
LAS
87
Lloyd Advisory Services
Georgia
$32K +$4.96K +93 +18%
AWA
88
Arkadios Wealth Advisors
Georgia
$31K +$267 +5 +0.9%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$30K – – –
BFEC
90
Benjamin F. Edwards & Company
Missouri
$27K +$159 +3 +0.6%
FPS
91
Fieldpoint Private Securities
Connecticut
$20K +$20K +370 New
EVM
92
Eaton Vance Management
Massachusetts
$20K +$19.9K +365,766 +15,800%
CFD
93
Creative Financial Designs
Indiana
$18K +$1.48K +27 +9%
LDFR
94
Lehman & Derafelo Financial Resources
Pennsylvania
$16K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$13K +$6.13K +116 +89%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
BEI
97
Benjamin Edwards Inc
Missouri
$5K – – –
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$4K – – –
FHA
99
First Horizon Advisors
Tennessee
$3K – – –
NFG
100
Next Financial Group
Texas
$3K – – –
1 2 3
4
5