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iShares CMBS ETF
CMBS

Overview Fund Activity

82 hedge funds and large institutions have $247M invested in iShares CMBS ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
36
Reduced
24
Closed
10
Calls
–
Puts
$380K
Net Calls
-$380K
Net Calls Change
+$44K

Top Buyers

1
BlackRock
1
BlackRock
New York
$22M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$7.92M
3
AWM
3
AE Wealth Management
Kansas
$15.5M
4
UBS Group
4
UBS Group
Switzerland
$20.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.47M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.1M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$17.5M
3
Wells Fargo
3
Wells Fargo
California
$5.24M
4
LFA
4
LGT Financial Advisors
Texas
$246K
5
GC
5
Guggenheim Capital
Illinois
$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$5.4K -$2.3K -49 -30%
RIA
77
Realta Investment Advisors
Delaware
$3.94K – – –
LWANC
78
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.1K – – –
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$2.16K -$22.4K -476 -91%
GJWM
80
Gilliland Jeter Wealth Management
Arkansas
$1.97K +$1.97K +42 New
GEA
81
Glen Eagle Advisors
New Jersey
$1.53K – – –
TWC
82
TD Waterhouse Canada
Ontario, Canada
$466 +$466 +10 New
FA
83
Fermata Advisors
California
– -$922K -19,572 Closed
LNC
84
Lincoln National Corp
Pennsylvania
– -$582K -12,366 Closed
MI
85
Moneywise Inc
Virginia
– -$323K -6,848 Closed
LIM
86
Leavell Investment Management
Alabama
– -$244K -5,177 Closed
VWM
87
VCI Wealth Management
Missouri
– -$219K -4,647 Closed
FGAM
88
Financial Gravity Asset Management
Texas
– -$8.42K -179 Closed
HR
89
Howe & Rusling
New York
– -$4.05K -86 Closed
FFA
90
Farther Finance Advisors
California
– -$3.65K -78 Closed
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
– -$2.59K -55 Closed
SWM
92
Spire Wealth Management
Virginia
– -$2.17K -46 Closed
S
93
Sachetta
Massachusetts
– -$15 – –
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