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iShares CMBS ETF
CMBS

Overview Fund Activity

66 hedge funds and large institutions have $271M invested in iShares CMBS ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
24
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$28.6M
2
Bank of America
2
Bank of America
North Carolina
$24.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.7M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$16.3M
5
LPL Financial
5
LPL Financial
California
$19.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.01M
2
HH
2
Hilltop Holdings
Texas
$2.25M
3
CA
3
Cetera Advisors
Colorado
$952K
4
Charles Schwab
4
Charles Schwab
California
$31.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.7M +$5.35M +97,353 +13%
Charles Schwab
2
Charles Schwab
California
$31.6M -$935K -17,021 -3%
UBS Group
3
UBS Group
Switzerland
$28.6M +$15.1M +274,228 +111%
Bank of America
4
Bank of America
North Carolina
$24.7M +$5.39M +98,071 +28%
DJSG
5
D.J. St. Germain
Massachusetts
$24.4M +$886K +16,132 +4%
LPL Financial
6
LPL Financial
California
$19.6M +$3.82M +69,626 +24%
GC
7
Guggenheim Capital
Illinois
$18.2M +$337K +6,128 +2%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$16.3M +$4.61M +83,973 +39%
ACM
9
Advisors Capital Management
New Jersey
$11M -$790K -14,377 -7%
Wells Fargo
10
Wells Fargo
California
$8.99M +$169K +3,078 +2%
AWM
11
AE Wealth Management
Kansas
$4.45M +$2.31M +42,000 +108%
SS
12
Simplicity Solutions
Minnesota
$4.38M +$2.27M +41,254 +107%
BlackRock
13
BlackRock
New York
$2.6M +$26K +473 +1%
Franklin Resources
14
Franklin Resources
California
$2.34M – – –
HH
15
Hilltop Holdings
Texas
$2.25M -$1.34M -24,362 -37%
HCA
16
Heck Capital Advisors
Wisconsin
$2.2M +$151K +2,750 +7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.01M -$5.76M -104,888 -74%
FIM
18
Freedom Investment Management
Connecticut
$2M -$342K -6,228 -15%
CBT
19
Central Bank & Trust
Kentucky
$1.46M +$1.05M +19,080 +252%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.38M +$451K +8,214 +49%
CG
21
Colony Group
Massachusetts
$1.31M +$14.6K +265 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.22M -$33K -601 -3%
BWA
23
Beam Wealth Advisors
Louisiana
$1.15M +$225K +4,105 +24%
Citadel Advisors
24
Citadel Advisors
Florida
$1.13M +$1.13M +20,624 New
GL
25
Graypoint LLC
New York
$1.09M -$989 -18 -0.1%
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