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iShares CMBS ETF

28 hedge funds and large institutions have $48.3M invested in iShares CMBS ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
10
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$7.69M +$144K +2,790 +2%
HJA
2
Hugh Johnson Advisors
New York
$6.92M -$389K -7,520 -5%
CC
3
Curian Capital
Colorado
$5.96M -$331K -6,407 -5%
Bank of America
4
Bank of America
North Carolina
$5.24M -$1.44M -27,909 -22%
JG
5
Jefferies Group
New York
$3.03M +$145K +2,807 +5%
GC
6
Guggenheim Capital
Illinois
$2.99M +$390K +7,534 +15%
CIM
7
Confluence Investment Management
Missouri
$2.18M +$50.2K +971 +2%
NC
8
NewSquare Capital
Pennsylvania
$2.02M +$122K +2,350 +6%
CC
9
Callan Capital
California
$1.79M +$665K +12,865 +59%
LG
10
Leuthold Group
Minnesota
$1.74M
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.59M -$883K -17,082 -36%
Morgan Stanley
12
Morgan Stanley
New York
$1.57M +$520K +10,049 +50%
LPL Financial
13
LPL Financial
California
$1.53M -$4.29K -83 -0.3%
Jane Street
14
Jane Street
New York
$784K -$386K -7,463 -33%
MAA
15
Managed Account Advisors
New Jersey
$700K +$404K +7,815 +136%
AssetMark Inc
16
AssetMark Inc
California
$648K -$122K -2,359 -16%
BIM
17
BlackRock Investment Management
Delaware
$579K +$362K +7,004 +167%
U
18
UBS
Switzerland
$473K -$58.3K -1,129 -11%
SAM
19
Stringer Asset Management
Tennessee
$351K +$351K +6,793 New
BlackRock
20
BlackRock
New York
$287K +$287K +5,554 New
Ameriprise
21
Ameriprise
Minnesota
$133K +$123K +2,374 +1,187%
BA
22
BlackRock Advisors
Delaware
$20K +$20K +387 New
PAS
23
Partnervest Advisory Services
California
$16K
FIG
24
Fusion Investment Group
Pennsylvania
$16K
US Bancorp
25
US Bancorp
Minnesota
$15K