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iShares CMBS ETF
CMBS

Overview Fund Activity

91 hedge funds and large institutions have $253M invested in iShares CMBS ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
32
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PRI
1
Prepared Retirement Institute
Pennsylvania
$7.62M
2
PJSIMP
2
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.44M
3
LPL Financial
3
LPL Financial
California
$12.6M
4
SL
4
Systelligence LLC
Minnesota
$8.08M
5
Wells Fargo
5
Wells Fargo
California
$12.1M

Top Sellers

1
TIM
1
Tortoise Investment Management
New York
$650K
2
UBS Group
2
UBS Group
Switzerland
$18.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.15M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$3.57M
5
Jane Street
5
Jane Street
New York
$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
$25.4M – – –
AI
2
Arvest Investments
Arkansas
$21.5M -$138K -2,834 -0.6%
AWM
3
AE Wealth Management
Kansas
$19.4M +$1.17M +23,972 +6%
UBS Group
4
UBS Group
Switzerland
$18.4M -$3.05M -62,701 -14%
Bank of America
5
Bank of America
North Carolina
$14.5M -$422K -8,661 -3%
Morgan Stanley
6
Morgan Stanley
New York
$13.6M -$944K -19,369 -6%
LPL Financial
7
LPL Financial
California
$12.6M +$2.67M +54,862 +27%
HW
8
Hancock Whitney
Mississippi
$12.3M +$1.65M +33,892 +15%
Wells Fargo
9
Wells Fargo
California
$12.1M +$2.07M +42,392 +21%
CBT
10
Central Bank & Trust
Kentucky
$8.9M -$572K -11,743 -6%
SL
11
Systelligence LLC
Minnesota
$8.08M +$2.08M +42,727 +35%
PRI
12
Prepared Retirement Institute
Pennsylvania
$7.62M +$4.69M +96,333 +160%
KF
13
Krilogy Financial
Missouri
$6.26M -$356K -7,299 -5%
HighTower Advisors
14
HighTower Advisors
Illinois
$5.49M +$87.7K +1,800 +2%
PJSIMP
15
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.44M +$4.44M +91,204 New
Osaic Holdings
16
Osaic Holdings
Arizona
$4.15M -$2.39M -50,538 -37%
SC
17
Sykon Capital
New York
$3.72M +$203K +4,168 +6%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$3.57M -$1.88M -38,516 -34%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.5M +$1.93M +39,600 +123%
OPAM
20
Ocean Park Asset Management
California
$3.04M – – –
Ameriprise
21
Ameriprise
Minnesota
$2.65M +$842K +17,257 +47%
USCWA
22
U.S. Capital Wealth Advisors
Texas
$2.63M -$468K -9,612 -15%
IWP
23
Insight Wealth Partners
Texas
$2.61M +$73.1K +1,500 +3%
Raymond James Financial
24
Raymond James Financial
Florida
$2.37M -$395K -8,117 -14%
Franklin Resources
25
Franklin Resources
California
$2.31M +$171K +3,500 +8%
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