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iShares CMBS ETF

40 hedge funds and large institutions have $132M invested in iShares CMBS ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
15
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$28.1M +$18.7K +363 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$21.8M -$2.21M -43,087 -9%
DJSG
3
D.J. St. Germain
Massachusetts
$13.3M +$939K +18,260 +8%
Bank of America
4
Bank of America
North Carolina
$12.6M +$1.21M +23,584 +11%
UBS Group
5
UBS Group
Switzerland
$11.6M +$2.31M +44,868 +25%
BlackRock
6
BlackRock
New York
$11.4M -$1.61M -31,394 -12%
HJA
7
Hugh Johnson Advisors
New York
$9.01M +$1.4M +27,201 +18%
Wells Fargo
8
Wells Fargo
California
$5.18M -$150K -2,910 -3%
CG
9
Colony Group
Massachusetts
$2.91M +$606K +11,794 +26%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.53M +$2.53M +49,262 New
Franklin Resources
11
Franklin Resources
California
$1.66M -$269K -5,242 -14%
GC
12
Guggenheim Capital
Illinois
$1.31M +$195K +3,784 +17%
AA
13
Advisory Alpha
Michigan
$1.29M +$962K +18,593 +297%
HH
14
Hilltop Holdings
Texas
$926K
FA
15
FDx Advisors
Illinois
$859K +$104K +2,014 +14%
LPL Financial
16
LPL Financial
California
$765K +$70.6K +1,373 +10%
Jane Street
17
Jane Street
New York
$712K -$2.47M -48,092 -78%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$707K -$52.3K -1,016 -7%
IFWM
19
Institute for Wealth Management
Colorado
$678K +$678K +13,183 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$631K -$4.64M -90,273 -88%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$622K -$110K -2,145 -15%
Citadel Advisors
22
Citadel Advisors
Florida
$601K +$254K +4,934 +73%
CHAM
23
Clear Harbor Asset Management
Connecticut
$582K +$9.8K +190 +2%
BTS
24
BB&T Securities
Virginia
$425K +$64.8K +1,263 +18%
CC
25
Callan Capital
California
$332K