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iShares CMBS ETF
CMBS

Overview Fund Activity

83 hedge funds and large institutions have $286M invested in iShares CMBS ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
27
Reduced
27
Closed
13
Calls
–
Puts
$278K
Net Calls
-$278K
Net Calls Change
+$102K

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$11.2M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$25.5M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$3.09M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$11.2M
5
BlackRock
5
BlackRock
New York
$25.8M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$666K
2
AWM
2
AE Wealth Management
Kansas
$15M
3
GC
3
Guggenheim Capital
Illinois
$1.36M
4
CWA
4
Centennial Wealth Advisory
Michigan
$0
5
SAM
5
Strategy Asset Managers
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JHCP
76
Jackson Hole Capital Partners
Oklahoma
$6.65K – – –
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.23K – – –
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$2.25K – – –
GEA
79
Glen Eagle Advisors
New Jersey
$1.57K – – –
PMFA
80
Plante Moran Financial Advisors
Michigan
$636 +$636 +13 New
Fidelity Investments
81
Fidelity Investments
Massachusetts
$84 -$4.75K -113 -98%
PFG
82
Peterson Financial Group
Iowa
$81 +$81 +2 New
RIA
83
Realta Investment Advisors
Delaware
$48 -$3.98K -83 -99%
SAM
84
Strategy Asset Managers
California
– -$611K -13,332 Closed
CWA
85
Centennial Wealth Advisory
Michigan
– -$619K -13,184 Closed
SCA
86
Snowden Capital Advisors
New York
– -$292K -6,212 Closed
CAG
87
Csenge Advisory Group
Florida
– -$252K -5,358 Closed
OMC
88
Old Mission Capital
Illinois
– -$246K -5,240 Closed
CCAL
89
City Center Advisors LLC
Michigan
– -$206K -4,363 Closed
BI
90
Bramshill Investments
Florida
– -$134K -2,852 Closed
GI
91
Gradient Investments
Minnesota
– -$92.9K -1,978 Closed
ATPW
92
Ashton Thomas Private Wealth
Arizona
– -$9.39K -200 Closed
IAIM
93
International Assets Investment Management
Florida
– -$7.42K -158 Closed
OWA
94
Opal Wealth Advisors
New York
– -$6.2K -132 Closed
GJWM
95
Gilliland Jeter Wealth Management
Arkansas
– -$1.97K -42 Closed
TWC
96
TD Waterhouse Canada
Ontario, Canada
– -$466 -10 Closed
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