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iShares CMBS ETF
CMBS

Overview Fund Activity

83 hedge funds and large institutions have $253M invested in iShares CMBS ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
34
Reduced
18
Closed
10
Calls
–
Puts
$424K
Net Calls
-$424K
Net Calls Change
-$218K

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$25.9M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$4.83M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.09M
4
AWM
4
AE Wealth Management
Kansas
$13.4M
5
CBT
5
Central Bank & Trust
Kentucky
$7.84M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.1M
2
FA
2
Fermata Advisors
California
$922K
3
Jane Street
3
Jane Street
New York
$1.82M
4
GC
4
Guggenheim Capital
Illinois
$3.75M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JHCP
76
Jackson Hole Capital Partners
Oklahoma
$6.41K – – –
HR
77
Howe & Rusling
New York
$4.05K +$4.05K +86 New
RIA
78
Realta Investment Advisors
Delaware
$3.96K +$3.96K +84 New
FFA
79
Farther Finance Advisors
California
$3.65K +$3.65K +78 New
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.11K – – –
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$2.59K +$2.59K +55 New
SWM
82
Spire Wealth Management
Virginia
$2.17K – – –
GEA
83
Glen Eagle Advisors
New Jersey
$1.53K – – –
S
84
Sachetta
Massachusetts
$15 -$15 – –
Citadel Advisors
85
Citadel Advisors
Florida
– -$1.49M -31,815 Closed
Stifel Financial
86
Stifel Financial
Missouri
– -$487K -10,405 Closed
KFG
87
Kingdom Financial Group
Arizona
– -$377K -8,065 Closed
GL
88
Graypoint LLC
New York
– -$245K -5,235 Closed
BI
89
Bramshill Investments
Florida
– -$108K -2,308 Closed
AAM
90
Advisors Asset Management
Colorado
– -$59.8K -1,277 Closed
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
– -$17.9K -382 Closed
TFG
92
Team Financial Group
California
– -$6.22K -133 Closed
OLVIG
93
Oliver Lagore Vanvalin Investment Group
Michigan
– -$4.45K -95 Closed
William Blair & Company
94
William Blair & Company
Illinois
– -$1.92K -41 Closed
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