CMBS icon

iShares CMBS ETF
CMBS

Overview Fund Activity

91 hedge funds and large institutions have $253M invested in iShares CMBS ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
32
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PRI
1
Prepared Retirement Institute
Pennsylvania
$7.62M
2
PJSIMP
2
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.44M
3
LPL Financial
3
LPL Financial
California
$12.6M
4
SL
4
Systelligence LLC
Minnesota
$8.08M
5
Wells Fargo
5
Wells Fargo
California
$12.1M

Top Sellers

1
TIM
1
Tortoise Investment Management
New York
$650K
2
UBS Group
2
UBS Group
Switzerland
$18.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.15M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$3.57M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$21.4K – – –
AAS
77
Ameritas Advisory Services
Nebraska
$20.1K +$20.1K +413 New
GWM
78
Geneos Wealth Management
Colorado
$18.8K +$18.8K +386 New
T
79
Transce3nd
Texas
$18.4K – – –
BWL
80
Bogart Wealth LLC
Virginia
$14.9K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$12K +$12K +256 New
US Bancorp
82
US Bancorp
Minnesota
$9.74K – – –
JHCP
83
Jackson Hole Capital Partners
Oklahoma
$6.63K – – –
LFA
84
LGT Financial Advisors
Texas
$4.53K -$39.7K -815 -90%
RF
85
Rossby Financial
Florida
$3.65K – – –
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$2.24K – – –
RA
87
Rise Advisors
New York
$1.75K +$1.75K +36 New
GEA
88
Glen Eagle Advisors
New Jersey
$1.56K – – –
IWM
89
IMG Wealth Management
Florida
$1.53K – – –
AAP
90
Arax Advisory Partners
Colorado
$634 – – –
SAS
91
Spurstone Advisory Services
Connecticut
$97 – – –
Jane Street
92
Jane Street
New York
– -$1.7M -35,391 Closed
CAS
93
Coppell Advisory Solutions
Texas
– -$655K -28,408 Closed
FTUS
94
Flow Traders U.S.
New York
– -$1.11M -23,206 Closed
GFG
95
Goldstone Financial Group
Illinois
– -$1.03M -21,420 Closed
OMC
96
Old Mission Capital
Illinois
– -$451K -9,394 Closed
M1FG
97
Mach-1 Financial Group
Arkansas
– -$343K -7,155 Closed
BWAM
98
Boyd Watterson Asset Management
Ohio
– -$27.8K -580 Closed
Simplex Trading
99
Simplex Trading
Illinois
– -$13K -286 Closed
FMP
100
Financial Management Professionals
Texas
– -$9 – –
1 2 3
4