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iShares CMBS ETF
CMBS

Overview Fund Activity

87 hedge funds and large institutions have $252M invested in iShares CMBS ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
36
Reduced
22
Closed
20
Calls
–
Puts
$236K
Net Calls
-$236K
Net Calls Change
+$713K

Top Buyers

1
HW
1
Hancock Whitney
Mississippi
$10.5M
2
LPL Financial
2
LPL Financial
California
$9.81M
3
SL
3
Systelligence LLC
Minnesota
$5.91M
4
PRI
4
Prepared Retirement Institute
Pennsylvania
$2.88M
5
Bank of America
5
Bank of America
North Carolina
$14.7M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$5.37M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$14.3M
4
LWM
4
Laidlaw Wealth Management
New York
$0
5
GFM
5
GEN Financial Management
Minnesota
$0
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
$25.1M – – –
AI
2
Arvest Investments
Arkansas
$21.4M +$382K +7,957 +2%
UBS Group
3
UBS Group
Switzerland
$21.2M +$160K +3,328 +0.8%
AWM
4
AE Wealth Management
Kansas
$18M +$1.12M +23,293 +7%
TIM
5
Tortoise Investment Management
New York
$15.8M -$706K -14,706 -4%
Bank of America
6
Bank of America
North Carolina
$14.7M +$2.68M +55,895 +22%
Morgan Stanley
7
Morgan Stanley
New York
$14.3M -$2.33M -48,499 -14%
HW
8
Hancock Whitney
Mississippi
$10.5M +$10.5M +219,110 New
Wells Fargo
9
Wells Fargo
California
$9.85M +$976K +20,329 +11%
LPL Financial
10
LPL Financial
California
$9.81M +$6.28M +130,786 +177%
CBT
11
Central Bank & Trust
Kentucky
$9.33M -$636K -13,252 -6%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.64M +$1.96M +40,852 +42%
KF
13
Krilogy Financial
Missouri
$6.52M -$46.5K -968 -0.7%
SL
14
Systelligence LLC
Minnesota
$5.91M +$5.91M +123,204 New
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$5.37M -$10.4M -217,620 -66%
HighTower Advisors
16
HighTower Advisors
Illinois
$5.33M +$1.82M +38,000 +52%
SC
17
Sykon Capital
New York
$3.46M +$798K +16,630 +30%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$3.05M +$870K +18,117 +40%
OPAM
19
Ocean Park Asset Management
California
$3.04M +$802K +16,700 +36%
PRI
20
Prepared Retirement Institute
Pennsylvania
$2.88M +$2.88M +60,069 New
Raymond James Financial
21
Raymond James Financial
Florida
$2.72M +$50.1K +1,044 +2%
IWP
22
Insight Wealth Partners
Texas
$2.5M +$15K +313 +0.6%
Franklin Resources
23
Franklin Resources
California
$2.11M -$30.3K -631 -1%
AA
24
Advisory Alpha
Michigan
$1.95M -$69.1K -1,439 -3%
First Trust Advisors
25
First Trust Advisors
Illinois
$1.85M -$66.9K -1,393 -3%
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