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iShares CMBS ETF
CMBS

Overview Fund Activity

93 hedge funds and large institutions have $235M invested in iShares CMBS ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+10
Holders Change %
+12.05%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
32
Reduced
22
Closed
6
Calls
–
Puts
$949K
Net Calls
-$949K
Net Calls Change
-$671K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$8.59M
2
Wells Fargo
2
Wells Fargo
California
$8.73M
3
OPAM
3
Ocean Park Asset Management
California
$2.2M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$2.15M
5
AWM
5
AE Wealth Management
Kansas
$16.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.17M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$15.6M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$0
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$400K
5
Jane Street
5
Jane Street
New York
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$24.6M – – –
UBS Group
2
UBS Group
Switzerland
$20.7M +$188K +3,978 +0.9%
AI
3
Arvest Investments
Arkansas
$20.6M -$230K -4,883 -1%
AWM
4
AE Wealth Management
Kansas
$16.6M +$2.04M +43,212 +14%
Morgan Stanley
5
Morgan Stanley
New York
$16.4M +$610K +12,918 +4%
TIM
6
Tortoise Investment Management
New York
$16.3M +$181K +3,832 +1%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$15.6M -$18.6M -394,714 -55%
Bank of America
8
Bank of America
North Carolina
$11.8M -$434K -9,194 -4%
CBT
9
Central Bank & Trust
Kentucky
$9.8M +$500K +10,585 +5%
Wells Fargo
10
Wells Fargo
California
$8.73M +$3.31M +70,118 +61%
Citadel Advisors
11
Citadel Advisors
Florida
$8.59M +$8.05M +170,561 +1,492%
KF
12
Krilogy Financial
Missouri
$6.46M +$306K +6,480 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.6M +$852K +18,050 +23%
LPL Financial
14
LPL Financial
California
$3.48M +$712K +15,076 +26%
HighTower Advisors
15
HighTower Advisors
Illinois
$3.44M +$462K +9,782 +15%
Raymond James Financial
16
Raymond James Financial
Florida
$2.63M +$2.63M +55,707 New
SC
17
Sykon Capital
New York
$2.62M -$99.6K -2,111 -4%
IWP
18
Insight Wealth Partners
Texas
$2.44M +$232K +4,924 +11%
LWM
19
Laidlaw Wealth Management
New York
$2.25M +$621K +13,158 +38%
OPAM
20
Ocean Park Asset Management
California
$2.2M +$2.2M +46,586 New
BlackRock
21
BlackRock
New York
$2.17M -$22.7M -481,455 -91%
USCWA
22
U.S. Capital Wealth Advisors
Texas
$2.15M +$2.15M +45,518 New
Franklin Resources
23
Franklin Resources
California
$2.1M – – –
Ameriprise
24
Ameriprise
Minnesota
$2.09M -$191K -4,045 -8%
AA
25
Advisory Alpha
Michigan
$1.98M -$159K -3,365 -7%
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