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iShares CMBS ETF
CMBS

Overview Fund Activity

80 hedge funds and large institutions have $296M invested in iShares CMBS ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
23
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
D
Diversified
Delaware
$14.1M
2
KF
Krilogy Financial
Missouri
$11.8M
3
Morgan Stanley
Morgan Stanley
New York
$69.6M
4
API
Advisor Partners II
California
$2.13M
5
Ameriprise
Ameriprise
Minnesota
$5.76M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$559K
2
Wells Fargo
Wells Fargo
California
$14.7M
3
PFO
Pathstone Family Office
New Jersey
$27.8M
4
HCA
Heck Capital Advisors
Wisconsin
$0
5
LPL Financial
LPL Financial
California
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$2.49K +$2.49K +54 New
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$1.86K +$48 +1,045 +3%
RFG
78
RFP Financial Group
Georgia
$37 – – –
SFCL
79
Strengthening Families & Communities LLC
Massachusetts
$20 – – –
HCA
80
Heck Capital Advisors
Wisconsin
– -$5.75M -125,264 Closed
LFA
81
LGT Financial Advisors
Texas
– -$3.68M -80,142 Closed
FIM
82
Freedom Investment Management
Connecticut
– -$2.95M -64,241 Closed
WCM
83
Wealthcare Capital Management
Virginia
– -$998K -21,731 Closed
Corient Private Wealth
84
Corient Private Wealth
Florida
– -$514K -11,186 Closed
BCI
85
Brinker Capital Investments
Pennsylvania
– -$399K -8,695 Closed
RJFSA
86
Raymond James Financial Services Advisors
Florida
– -$234K -5,091 Closed
LA
87
Latitude Advisors
Florida
– -$213K -4,630 Closed
NA
88
NewEdge Advisors
Louisiana
– -$151K -3,295 Closed
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
– -$83K -1,814 Closed
SC
90
SouthState Corp
Florida
– -$50.6K -1,103 Closed
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
– -$43.8K -954 Closed
RIA
92
Realta Investment Advisors
Delaware
– -$29.6K -644 Closed
CFD
93
Creative Financial Designs
Indiana
– -$4.09K -89 Closed
MCC
94
Money Concepts Capital
Florida
– -$735 -16 Closed
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