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iShares CMBS ETF
CMBS

Overview Fund Activity

54 hedge funds and large institutions have $186M invested in iShares CMBS ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
17
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$11.6M
2
HH
2
Hilltop Holdings
Texas
$2.91M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.8M
4
LPL Financial
4
LPL Financial
California
$1.34M
5
Franklin Resources
5
Franklin Resources
California
$3.29M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Wells Fargo
2
Wells Fargo
California
$1.24M
3
AWM
3
AE Wealth Management
Kansas
$288K
4
Bank of America
4
Bank of America
North Carolina
$24.9M
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.8M +$2.75M +51,366 +8%
CSIA
2
Charles Schwab Investment Advisory
California
$33.5M -$725K -13,556 -2%
Bank of America
3
Bank of America
North Carolina
$24.9M -$2.31M -43,113 -8%
DJSG
4
D.J. St. Germain
Massachusetts
$22.9M +$500K +9,350 +2%
UBS Group
5
UBS Group
Switzerland
$14.4M +$416K +7,778 +3%
GC
6
Guggenheim Capital
Illinois
$11.6M +$3.63M +67,843 +45%
ACM
7
Advisors Capital Management
New Jersey
$4.51M +$169K +3,159 +4%
BlackRock
8
BlackRock
New York
$4.5M +$53K +992 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.32M +$1.08M +20,145 +48%
Franklin Resources
10
Franklin Resources
California
$3.29M +$1.18M +22,000 +56%
FIM
11
Freedom Investment Management
Connecticut
$3.27M -$321K -5,997 -9%
HH
12
Hilltop Holdings
Texas
$2.91M +$2.91M +54,420 New
EWF
13
Epstein & White Financial
California
$2.43M -$550K -10,283 -18%
WA
14
WESPAC Advisors
California
$2.17M -$438K -8,182 -17%
GFPC
15
Global Financial Private Capital
Florida
$1.71M +$874K +16,333 +104%
CA
16
Cetera Advisors
Colorado
$1.58M -$32.5K -609 -2%
CG
17
Colony Group
Massachusetts
$1.44M +$44K +823 +3%
LPL Financial
18
LPL Financial
California
$1.34M +$1.34M +25,027 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.33M +$594K +11,112 +81%
Wells Fargo
20
Wells Fargo
California
$1.24M -$2.73M -50,943 -69%
HighTower Advisors
21
HighTower Advisors
Illinois
$885K +$885K +16,573 New
AG
22
Advisor Group
Arizona
$866K +$229K +4,291 +36%
BCA
23
Biltmore Capital Advisors
New Jersey
$852K -$14.3K -267 -2%
FA
24
FDx Advisors
Illinois
$695K -$16.5K -308 -2%
SIA
25
Strategic Investment Advisors
Michigan
$570K +$106K +1,989 +23%
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