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iShares CMBS ETF
CMBS

Overview Fund Activity

65 hedge funds and large institutions have $277M invested in iShares CMBS ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
28
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$13.2M
2
RVPG
2
Relative Value Partners Group
$10.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.76M
4
LPL Financial
4
LPL Financial
California
$25.6M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$21.3M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$0
2
UBS Group
2
UBS Group
Switzerland
$17.1M
3
Jane Street
3
Jane Street
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.24M
5
HH
5
Hilltop Holdings
Texas
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.3M +$187K +3,387 +0.4%
DJSG
2
D.J. St. Germain
Massachusetts
$26.3M +$596K +10,768 +2%
LPL Financial
3
LPL Financial
California
$25.6M +$3.68M +66,595 +17%
Bank of America
4
Bank of America
North Carolina
$23.8M +$779K +14,071 +3%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$21.3M +$2.88M +52,048 +16%
GC
6
Guggenheim Capital
Illinois
$19.7M +$708K +12,789 +4%
UBS Group
7
UBS Group
Switzerland
$17.1M -$20.8M -375,144 -55%
EVM
8
Eaton Vance Management
Massachusetts
$13.2M +$13.2M +237,674 New
ACM
9
Advisors Capital Management
New Jersey
$11.6M +$227K +4,111 +2%
RVPG
10
Relative Value Partners Group
$10.9M +$10.9M +197,527 New
Wells Fargo
11
Wells Fargo
California
$6.41M +$187K +3,375 +3%
AWM
12
AE Wealth Management
Kansas
$5.09M +$584K +10,556 +13%
SS
13
Simplicity Solutions
Minnesota
$5M +$506K +9,143 +11%
FIM
14
Freedom Investment Management
Connecticut
$3.85M +$1.95M +35,214 +103%
Citadel Advisors
15
Citadel Advisors
Florida
$3.76M +$3.76M +67,929 New
CBT
16
Central Bank & Trust
Kentucky
$3.35M +$113K +2,034 +3%
BlackRock
17
BlackRock
New York
$2.69M +$96.5K +1,744 +4%
HCA
18
Heck Capital Advisors
Wisconsin
$2.59M +$288K +5,197 +12%
Franklin Resources
19
Franklin Resources
California
$2.35M – – –
HH
20
Hilltop Holdings
Texas
$1.56M -$391K -7,068 -20%
IWP
21
Insight Wealth Partners
Texas
$1.49M +$762K +13,771 +105%
GL
22
Graypoint LLC
New York
$1.35M -$166K -2,995 -11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.32M +$16.1K +291 +1%
CG
24
Colony Group
Massachusetts
$1.31M -$7.69K -139 -0.6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.24M -$597K -10,789 -33%
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