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iShares CMBS ETF
CMBS

Overview Fund Activity

109 hedge funds and large institutions have $550M invested in iShares CMBS ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
46
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$72.3M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$23M
3
ACM
3
Advisors Capital Management
New Jersey
$24.4M
4
Bank of America
4
Bank of America
North Carolina
$26.4M
5
SI
5
Stephens Inc
Arkansas
$5.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.78M
3
EVM
3
Eaton Vance Management
Massachusetts
$12.4M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$18M
5
LPL Financial
5
LPL Financial
California
$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$4K – – –
CFCI
102
Comprehensive Financial Consultants Institutional
Indiana
$4K +$4K +87 New
FHA
103
First Horizon Advisors
Tennessee
$3K – – –
GEA
104
Glen Eagle Advisors
New Jersey
$1.7K – – –
TC
105
Trust Company
Kansas
$1K – – –
FFA
106
Founders Financial Alliance
North Carolina
$1K – – –
SFCL
107
Strengthening Families & Communities LLC
Massachusetts
$23 +$23 +425 New
Citadel Advisors
108
Citadel Advisors
Florida
– -$2.47M -45,653 Closed
DC
109
Davenport & Co
Virginia
– -$470K -8,685 Closed
Barclays
110
Barclays
United Kingdom
– -$466K -8,623 Closed
IWC
111
Integrated Wealth Concepts
Massachusetts
– -$275K -5,093 Closed
TSS
112
Two Sigma Securities
New York
– -$240K -4,440 Closed
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
– -$213K -3,960 Closed
EC
114
Estate Counselors
Wisconsin
– -$177K -3,275 Closed
CF
115
Centaurus Financial
California
– -$104K -1,925 Closed
CFGS
116
Concourse Financial Group Securities
Alabama
– -$98K -1,815 Closed
AWA
117
Arkadios Wealth Advisors
Georgia
– -$31K -580 Closed
FPS
118
Fieldpoint Private Securities
Connecticut
– -$20K -370 Closed
LDFR
119
Lehman & Derafelo Financial Resources
Pennsylvania
– -$16K -300 Closed
BEI
120
Benjamin Edwards Inc
Missouri
– -$5K -96 Closed
NFG
121
Next Financial Group
Texas
– -$3K -48 Closed
TAM
122
Tucker Asset Management
Colorado
– -$805 -15 Closed
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