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iShares CMBS ETF
CMBS

Overview Fund Activity

64 hedge funds and large institutions have $232M invested in iShares CMBS ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
20
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$31.8M
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$11.4M
3
LPL Financial
3
LPL Financial
California
$15.5M
4
ACM
4
Advisors Capital Management
New Jersey
$11.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.59M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Bank of America
2
Bank of America
North Carolina
$18.9M
3
Jane Street
3
Jane Street
New York
$413K
4
BlackRock
4
BlackRock
New York
$2.52M
5
WA
5
WESPAC Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.5M +$299K +5,568 +0.8%
Charles Schwab
2
Charles Schwab
California
$31.8M +$31.8M +592,899 New
DJSG
3
D.J. St. Germain
Massachusetts
$23M +$1.24M +23,072 +6%
Bank of America
4
Bank of America
North Carolina
$18.9M -$5.49M -102,158 -23%
GC
5
Guggenheim Capital
Illinois
$17.5M +$2.64M +49,086 +18%
LPL Financial
6
LPL Financial
California
$15.5M +$9.34M +173,904 +152%
UBS Group
7
UBS Group
Switzerland
$13.2M -$924K -17,217 -7%
ACM
8
Advisors Capital Management
New Jersey
$11.5M +$6.71M +125,062 +139%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$11.4M +$11.4M +212,665 +817,942%
Wells Fargo
10
Wells Fargo
California
$8.62M +$1.49M +27,661 +21%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.59M +$3.65M +67,961 +92%
HH
12
Hilltop Holdings
Texas
$3.51M +$500K +9,321 +17%
BlackRock
13
BlackRock
New York
$2.52M -$2.46M -45,734 -49%
FIM
14
Freedom Investment Management
Connecticut
$2.29M -$441K -8,211 -16%
Franklin Resources
15
Franklin Resources
California
$2.28M +$121K +2,250 +6%
CA
16
Cetera Advisors
Colorado
$2.1M +$502K +9,356 +31%
AWM
17
AE Wealth Management
Kansas
$2.1M +$2.1M +39,053 New
SS
18
Simplicity Solutions
Minnesota
$2.06M +$2.06M +38,416 New
HCA
19
Heck Capital Advisors
Wisconsin
$2.01M +$2.01M +37,378 New
GFPC
20
Global Financial Private Capital
Florida
$1.55M -$47.8K -891 -3%
CG
21
Colony Group
Massachusetts
$1.27M -$101K -1,889 -7%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.23M +$1.23M +22,798 New
GL
23
Graypoint LLC
New York
$1.07M +$1.07M +19,838 New
BWA
24
Beam Wealth Advisors
Louisiana
$907K +$907K +16,898 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$905K +$3.38K +63 +0.4%
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