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iShares CMBS ETF
CMBS

Overview Fund Activity

109 hedge funds and large institutions have $550M invested in iShares CMBS ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
46
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$72.3M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$23M
3
ACM
3
Advisors Capital Management
New Jersey
$24.4M
4
Bank of America
4
Bank of America
North Carolina
$26.4M
5
SI
5
Stephens Inc
Arkansas
$5.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.78M
3
EVM
3
Eaton Vance Management
Massachusetts
$12.4M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$18M
5
LPL Financial
5
LPL Financial
California
$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
76
KCS Wealth Advisory
California
$218K +$218K +4,120 New
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$216K +$216K +4,073 New
EH
78
Equitable Holdings
New York
$215K -$37.2K -700 -15%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$214K +$214K +4,033 New
ARC
80
Advisor Resource Council
Texas
$211K +$211K +3,991 New
MML Investors Services
81
MML Investors Services
Massachusetts
$206K +$206K +3,885 New
RCM
82
Raleigh Capital Management
North Carolina
$199K +$199K +3,759 New
MA
83
MUFG Americas
New York
$181K +$26.5K +500 +17%
CA
84
CoreCap Advisors
Michigan
$157K +$157K +2,970 New
FMII
85
Farmers & Merchants Investments Inc
Nebraska
$149K +$108K +2,040 +263%
IA
86
IFP Advisors
Florida
$125K +$21.9K +413 +21%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$116K -$24.2K -457 -17%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$108K -$270K -5,094 -71%
SWM
89
Spire Wealth Management
Virginia
$88K -$1.27K -24 -1%
SC
90
SouthState Corp
Florida
$58K +$58K +1,103 New
AssetMark Inc
91
AssetMark Inc
California
$54K -$211 -4 -0.4%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$50K +$21K +399 +72%
HI
93
Harbour Investments
Wisconsin
$43K -$177K -3,331 -80%
LAS
94
Lloyd Advisory Services
Georgia
$40K +$8.17K +154 +26%
FGAM
95
Financial Gravity Asset Management
Texas
$33.1K +$11.5K +333 +54%
BFEC
96
Benjamin F. Edwards & Company
Missouri
$27K – – –
CFD
97
Creative Financial Designs
Indiana
$18K +$986 +19 +6%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$12K -$670 -13 -5%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
AFG
100
Albion Financial Group
Utah
$7K +$7K +132 New
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