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iShares CMBS ETF
CMBS

Overview Fund Activity

58 hedge funds and large institutions have $313M invested in iShares CMBS ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-8
Holders Change %
-12.12%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
33
Reduced
11
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$41.4M
2
Jane Street
2
Jane Street
New York
$16M
3
UBS Group
3
UBS Group
Switzerland
$38M
4
Morgan Stanley
4
Morgan Stanley
New York
$51.3M
5
LPL Financial
5
LPL Financial
California
$22M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Wells Fargo
2
Wells Fargo
California
$6.24M
3
Bank of America
3
Bank of America
North Carolina
$23.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$460K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.3M +$5.06M +91,220 +11%
AIA
2
Angeles Investment Advisors
California
$41.4M +$41.4M +745,000 New
UBS Group
3
UBS Group
Switzerland
$38M +$9.12M +164,229 +32%
DJSG
4
D.J. St. Germain
Massachusetts
$25.7M +$1.11M +19,914 +4%
Bank of America
5
Bank of America
North Carolina
$23.1M -$1.82M -32,736 -7%
LPL Financial
6
LPL Financial
California
$22M +$2.12M +38,095 +11%
GC
7
Guggenheim Capital
Illinois
$19.1M +$685K +12,329 +4%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$18.5M +$1.99M +35,915 +12%
Jane Street
9
Jane Street
New York
$16M +$15.6M +280,679 +3,832%
ACM
10
Advisors Capital Management
New Jersey
$11.4M +$311K +5,593 +3%
Wells Fargo
11
Wells Fargo
California
$6.24M -$2.84M -51,208 -31%
AWM
12
AE Wealth Management
Kansas
$4.53M +$25.1K +452 +0.6%
SS
13
Simplicity Solutions
Minnesota
$4.51M +$89.9K +1,619 +2%
CBT
14
Central Bank & Trust
Kentucky
$3.25M +$1.77M +31,841 +119%
BlackRock
15
BlackRock
New York
$2.6M -$28.3K -509 -1%
Franklin Resources
16
Franklin Resources
California
$2.36M – – –
HCA
17
Heck Capital Advisors
Wisconsin
$2.31M +$85.8K +1,546 +4%
HH
18
Hilltop Holdings
Texas
$1.95M -$324K -5,840 -14%
FIM
19
Freedom Investment Management
Connecticut
$1.9M -$116K -2,084 -6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.84M -$190K -3,422 -9%
GL
21
Graypoint LLC
New York
$1.52M +$416K +7,500 +38%
CG
22
Colony Group
Massachusetts
$1.33M -$2.22K -40 -0.2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.3M -$88.3K -1,591 -6%
BWA
24
Beam Wealth Advisors
Louisiana
$1.23M +$63.7K +1,148 +5%
CA
25
Cetera Advisors
Colorado
$1.09M +$128K +2,297 +13%
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