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iShares CMBS ETF

94 hedge funds and large institutions have $301M invested in iShares CMBS ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $310M → $301M (-$9.26M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 9694 (-2)

3.76% less ownership

Funds ownership: 64.54%60.78% (-3.8%)

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
38
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Syon Capital
California
$31.1M +$2.55M +51,917 +9%
UBS Group
2
UBS Group
Switzerland
$26.6M +$5.1M +103,731 +24%
AWM
3
AE Wealth Management
Kansas
$24.1M +$2.9M +59,023 +14%
AI
4
Arvest Investments
Arkansas
$21.5M -$18.9K -385 -0.1%
LPL Financial
5
LPL Financial
California
$20.5M +$5.81M +118,291 +39%
Morgan Stanley
6
Morgan Stanley
New York
$15.1M +$1.18M +23,956 +8%
Bank of America
7
Bank of America
North Carolina
$14.5M -$449K -9,131 -3%
HW
8
Hancock Whitney
Mississippi
$13.2M +$589K +11,988 +5%
PRI
9
Prepared Retirement Institute
Pennsylvania
$11.8M -$153K -3,106 -1%
PP
10
Prudential plc
United Kingdom
$9.54M +$9.55M +194,402 New
CBT
11
Central Bank & Trust
Kentucky
$9.2M +$74.8K +1,522 +0.8%
Wells Fargo
12
Wells Fargo
California
$9M -$3.58M -72,870 -28%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.5M +$958K +19,497 +13%
KF
14
Krilogy Financial
Missouri
$6.53M +$157K +3,186 +2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$6.52M +$3.13M +63,726 +92%
Raymond James Financial
16
Raymond James Financial
Florida
$5.26M +$2.41M +49,114 +85%
Ameriprise
17
Ameriprise
Minnesota
$4.78M +$974K +19,821 +25%
PJSIMP
18
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.72M +$42K +854 +0.9%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$3.88M +$763K +15,528 +24%
SC
20
Sykon Capital
New York
$3.58M +$228K +4,640 +7%
TIAA Trust, National Association
21
TIAA Trust, National Association
North Carolina
$3.3M -$791K -16,110 -19%
UBS AM
22
UBS AM
Illinois
$3.29M +$3.29M +66,945 New
IWP
23
Insight Wealth Partners
Texas
$3.26M +$153K +3,106 +5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.25M -$228K -4,637 -7%
OPAM
25
Ocean Park Asset Management
California
$3.11M

CMBS Hedge Fund Activity: Q4 2025 in Review

94 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q4 2025, worth a combined $301M — down 3% from $310M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of CMBS and 14 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 38 added.

The largest buyer was Prudential plc, opening a new position worth an estimated $9.55M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $25.6M sold.

  • 94 institutional investors held iShares CMBS ETF (CMBS) as of Q4 2025, down from 96 in Q3 2025.
  • Funds reported $301M of iShares CMBS ETF stock for Q4 2025, down 3% quarter-over-quarter.
  • 14 funds opened new iShares CMBS ETF positions in Q4 2025 and 15 closed out, a net change of -1 holder.
  • The largest iShares CMBS ETF buyer in Q4 2025 was Prudential plc, an estimated $9.55M added.
  • The largest iShares CMBS ETF seller in Q4 2025 was State of New Jersey Common Pension Fund D, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2025.