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iShares CMBS ETF
CMBS

Overview Fund Activity

92 hedge funds and large institutions have $464M invested in iShares CMBS ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
27
Reduced
36
Closed
18
Calls
$534K
Puts
$1.74M
Net Calls
-$1.21M
Net Calls Change
-$698K

Top Buyers

1
Jane Street
1
Jane Street
New York
$71.3M
2
PFO
2
Pathstone Family Office
New Jersey
$27.4M
3
LPL Financial
3
LPL Financial
California
$30.4M
4
Wells Fargo
4
Wells Fargo
California
$49.4M
5
PJSIMP
5
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.91M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$0
2
RVPG
2
Relative Value Partners Group
$1.89M
3
ACM
3
Advisors Capital Management
New Jersey
$13.6M
4
BlackRock
4
BlackRock
New York
$1.86M
5
UBS Group
5
UBS Group
Switzerland
$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
– -$27K -551 Closed
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
– -$18K -363 Closed
GWM
103
Geneos Wealth Management
Colorado
– -$17K -346 Closed
CA
104
Clearstead Advisors
Ohio
– -$16K -330 Closed
MCC
105
Money Concepts Capital
Florida
– -$3K -66 Closed
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