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iShares CMBS ETF
CMBS

Overview Fund Activity

93 hedge funds and large institutions have $235M invested in iShares CMBS ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+10
Holders Change %
+12.05%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
32
Reduced
22
Closed
6
Calls
–
Puts
$949K
Net Calls
-$949K
Net Calls Change
-$671K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$8.59M
2
Wells Fargo
2
Wells Fargo
California
$8.73M
3
OPAM
3
Ocean Park Asset Management
California
$2.2M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$2.15M
5
AWM
5
AE Wealth Management
Kansas
$16.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.17M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$15.6M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$0
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$400K
5
Jane Street
5
Jane Street
New York
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$9.91K – – –
CAS
77
Coppell Advisory Solutions
Texas
$7.78K – – –
FFA
78
Farther Finance Advisors
California
$7.74K -$67.6K -1,433 -90%
CT
79
Colonial Trust
South Carolina
$7.46K -$1.13K -24 -13%
JHCP
80
Jackson Hole Capital Partners
Oklahoma
$6.42K – – –
AF
81
Allworth Financial
California
$3.52K +$3.52K +74 New
LWANC
82
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.12K – – –
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$2.17K – – –
SPIA
84
Steward Partners Investment Advisory
New York
$1.89K +$1.89K +40 New
CA
85
CoreCap Advisors
Michigan
$1.84K +$1.84K +39 New
NWWA
86
New Wave Wealth Advisors
Arkansas
$1.79K +$1.79K +38 New
GEA
87
Glen Eagle Advisors
New Jersey
$1.51K – – –
IWM
88
IMG Wealth Management
Florida
$1.46K +$1.46K +31 New
Q1WB
89
Quest 10 Wealth Builders
Virginia
$1.37K +$1.37K +29 New
FWM
90
FLP Wealth Management
Arkansas
$629 +$629 +13 New
PMFA
91
Plante Moran Financial Advisors
Michigan
$614 – – –
CAWM
92
Capital A Wealth Management
Pennsylvania
$378 +$378 +8 New
RIA
93
Realta Investment Advisors
Delaware
$47 – – –
FMP
94
Financial Management Professionals
Texas
$9 – – –
RWA
95
Redhawk Wealth Advisors
Minnesota
– -$11.2M -228,037 Closed
Goldman Sachs
96
Goldman Sachs
New York
– -$1.37M -27,921 Closed
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
– -$450K -9,187 Closed
LA
98
LexAurum Advisors
Kansas
– -$261K -5,340 Closed
HH
99
Hilltop Holdings
Texas
– -$238K -4,861 Closed
HI
100
Harbour Investments
Wisconsin
– -$15.8K -323 Closed
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