iShares CMBS ETF
CMBS
83 hedge funds and large institutions have $286M invested in iShares CMBS ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 13 closing their positions.
16% more capital invested
Capital invested by funds: $247M → $286M (+$39.4M)
2.86% more ownership
Funds ownership: 57.18% → 60.04% (+2.9%)
1% more funds holding
Funds holding: 82 → 83 (+1)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $278K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$10.9M |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$7.19M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$3.03M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$2.9M |
| 5 |
BlackRock
New York
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.63M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.11M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$964K |
| 4 |
CWA
Centennial Wealth Advisory
Traverse City,
Michigan
|
-$619K |
| 5 |
SAM
Strategy Asset Managers
Pasadena,
California
|
-$611K |
CMBS Hedge Fund Activity: Q3 2024 in Review
83 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q3 2024, worth a combined $286M — up 16% from $247M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CMBS positions and 13 closed out — a net gain of 1 holder — while 27 added to existing stakes and 27 trimmed.
The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $10.9M. The largest seller was Cetera Investment Advisers, cutting an estimated $1.63M.
- 83 institutional investors held iShares CMBS ETF (CMBS) as of Q3 2024, up from 82 in Q2 2024.
- Funds reported $286M of iShares CMBS ETF stock for Q3 2024, up 16% quarter-over-quarter.
- 14 funds opened new iShares CMBS ETF positions in Q3 2024 and 13 closed out, a net change of +1 holder.
- The largest iShares CMBS ETF buyer in Q3 2024 was Redhawk Wealth Advisors, an estimated $10.9M added.
- The largest iShares CMBS ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $1.63M sold.
Based on aggregated 13F filings for Q3 2024.