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iShares CMBS ETF
CMBS

Overview Fund Activity

87 hedge funds and large institutions have $252M invested in iShares CMBS ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
36
Reduced
22
Closed
20
Calls
–
Puts
$236K
Net Calls
-$236K
Net Calls Change
+$713K

Top Buyers

1
HW
1
Hancock Whitney
Mississippi
$10.5M
2
LPL Financial
2
LPL Financial
California
$9.81M
3
SL
3
Systelligence LLC
Minnesota
$5.91M
4
PRI
4
Prepared Retirement Institute
Pennsylvania
$2.88M
5
Bank of America
5
Bank of America
North Carolina
$14.7M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$5.37M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$14.3M
4
LWM
4
Laidlaw Wealth Management
New York
$0
5
GFM
5
GEN Financial Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
76
Simplex Trading
Illinois
$13K – – –
US Bancorp
77
US Bancorp
Minnesota
$9.6K -$480 -10 -5%
JHCP
78
Jackson Hole Capital Partners
Oklahoma
$6.53K – – –
RF
79
Rossby Financial
Florida
$3.61K +$3.61K +75 New
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.17K – – –
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$2.21K – – –
Q1WB
82
Quest 10 Wealth Builders
Virginia
$2.02K +$624 +13 +45%
GEA
83
Glen Eagle Advisors
New Jersey
$1.54K – – –
IWM
84
IMG Wealth Management
Florida
$1.49K – – –
AAP
85
Arax Advisory Partners
Colorado
$624 +$624 +13 New
CAWM
86
Capital A Wealth Management
Pennsylvania
$384 – – –
SAS
87
Spurstone Advisory Services
Connecticut
$96 +$96 +2 New
FMP
88
Financial Management Professionals
Texas
$9 -$9 – –
Citadel Advisors
89
Citadel Advisors
Florida
– -$8.59M -181,996 Closed
LWM
90
Laidlaw Wealth Management
New York
– -$2.25M -47,764 Closed
GFM
91
GEN Financial Management
Minnesota
– -$726K -15,385 Closed
PAS
92
PKS Advisory Services
New York
– -$520K -11,015 Closed
TIAA Trust, National Association
93
TIAA Trust, National Association
North Carolina
– -$400K -8,464 Closed
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
– -$348K -7,374 Closed
CA
95
Crewe Advisors
Utah
– -$281K -5,955 Closed
TSS
96
Two Sigma Securities
New York
– -$257K -5,444 Closed
EW
97
Element Wealth
Mississippi
– -$73.2K -1,550 Closed
BF
98
BOK Financial
Oklahoma
– -$53.4K -1,132 Closed
MCM
99
MidAtlantic Capital Management
Virginia
– -$50.2K -1,064 Closed
FFA
100
Farther Finance Advisors
California
– -$7.74K -164 Closed
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4
5