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iShares CMBS ETF
CMBS

96 hedge funds and large institutions have $310M invested in iShares CMBS ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 19

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $255M → $310M (+$55.2M)

7.61% more ownership

Funds ownership: 56.93% → 64.54% (+7.6%)

4% more funds holding

Funds holding: 92 → 96 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
45
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SC
Syon Capital
California
+$28.4M
2
SL
Systelligence LLC
Minnesota
+$8.01M
3
PRI
Prepared Retirement Institute
Pennsylvania
+$4.26M
4
Jane Street
Jane Street
New York
+$3.85M
5
UBS Group
UBS Group
Switzerland
+$2.92M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$5.49M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.3M
3
CTI
Community Trust & Investment
Kentucky
-$795K
4
AA
Advisory Alpha
Michigan
-$631K
5
TIM
Tortoise Investment Management
New York
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$46K -$97 -2 -0.2%
WWMSC
77
Wagner Wealth Management (South Carolina)
South Carolina
$43.9K +$341 +7 +0.8%
PTC
78
Private Trust Company
Ohio
$41.6K – – –
CAL
79
Capital Analysts LLC
Pennsylvania
$33K – – –
DRP
80
Decker Retirement Planning
Utah
$29.5K – – –
SFCL
81
Strengthening Families & Communities LLC
Massachusetts
$21.8K +$146 +3 +0.7%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$21.6K – – –
AAS
83
Ameritas Advisory Services
Nebraska
$17.9K -$2.34K -48 -12%
BWL
84
Bogart Wealth LLC
Virginia
$15K – – –
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
GRP
86
Global Retirement Partners
California
$11.4K +$11.4K +233 New
US Bancorp
87
US Bancorp
Minnesota
$10.1K +$244 +5 +3%
JHCP
88
Jackson Hole Capital Partners
Oklahoma
$6.67K – – –
LFA
89
LGT Financial Advisors
Texas
$4.56K – – –
RF
90
Rossby Financial
Florida
$3.67K – – –
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$2.26K – – –
GEA
92
Glen Eagle Advisors
New Jersey
$1.57K – – –
IWM
93
IMG Wealth Management
Florida
$1.55K +$49 +1 +3%
PMFA
94
Plante Moran Financial Advisors
Michigan
$1.18K +$1.17K +24 New
Q1WB
95
Quest 10 Wealth Builders
Virginia
$785 – – –
SAS
96
Spurstone Advisory Services
Connecticut
$98 – – –
HighTower Advisors
97
HighTower Advisors
Illinois
– -$5.49M -112,740 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
– -$1.3M -26,716 Closed
CTI
99
Community Trust & Investment
Kentucky
– -$795K -16,322 Closed
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
– -$480K -9,852 Closed
1 2 3
4
5

CMBS Hedge Fund Activity: Q3 2025 in Review

96 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q3 2025, worth a combined $310M — up 22% from $255M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CMBS positions and 7 closed out — a net gain of 6 holders — while 45 added to existing stakes and 19 trimmed.

The largest buyer was Syon Capital, opening a new position worth an estimated $28.4M. The largest seller was HighTower Advisors, exiting entirely with an estimated $5.49M sold.

  • 96 institutional investors held iShares CMBS ETF (CMBS) as of Q3 2025, up from 92 in Q2 2025.
  • Funds reported $310M of iShares CMBS ETF stock for Q3 2025, up 22% quarter-over-quarter.
  • 13 funds opened new iShares CMBS ETF positions in Q3 2025 and 7 closed out, a net change of +6 holders.
  • The largest iShares CMBS ETF buyer in Q3 2025 was Syon Capital, an estimated $28.4M added.
  • The largest iShares CMBS ETF seller in Q3 2025 was HighTower Advisors, an estimated $5.49M sold.

Based on aggregated 13F filings for Q3 2025.