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iShares CMBS ETF
CMBS

Overview Fund Activity

83 hedge funds and large institutions have $241M invested in iShares CMBS ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+3
Holders Change %
+3.75%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
19
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$13M
2
LFA
2
LGT Financial Advisors
Texas
$2.56M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.75M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.85M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.1M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$227K
3
D
3
Diversified
Delaware
$318K
4
Wells Fargo
4
Wells Fargo
California
$8.27M
5
LPL Financial
5
LPL Financial
California
$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
76
SignatureFD
Georgia
$6.01K -$10.1K -221 -63%
RIA
77
Realta Investment Advisors
Delaware
$3.85K +$3.85K +84 New
LWANC
78
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.03K – – –
IA
79
IFP Advisors
Florida
$3.03K – – –
GEA
80
Glen Eagle Advisors
New Jersey
$2.67K -$17.3K -383 -87%
FMII
81
Farmers & Merchants Investments Inc
Nebraska
$550 +$550 +12 New
RFG
82
RFP Financial Group
Georgia
$37 – – –
HCA
83
Heck Capital Advisors
Wisconsin
$34 +$34 +1 New
FA
84
Fermata Advisors
California
– -$3.06M -66,208 Closed
RVPG
85
Relative Value Partners Group
– -$1.28M -27,658 Closed
Goldman Sachs
86
Goldman Sachs
New York
– -$970K -21,000 Closed
ACM
87
Advisors Capital Management
New Jersey
– -$645K -13,971 Closed
SWP
88
Stratos Wealth Partners
Ohio
– -$564K -12,206 Closed
FMP
89
Financial Management Professionals
Texas
– -$197K -4,260 Closed
AssetMark Inc
90
AssetMark Inc
California
– -$38.6K -835 Closed
BAM
91
Belpointe Asset Management
Nevada
– -$10.5K -227 Closed
AAS
92
Ameritas Advisory Services
Nebraska
– -$10.2K -219 Closed
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
– -$9.24K -200 Closed
IHWM
94
Iron Horse Wealth Management
Iowa
– -$3.28K -71 Closed
Fidelity Investments
95
Fidelity Investments
Massachusetts
– -$2.49K -54 Closed
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