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iShares CMBS ETF

92 hedge funds and large institutions have $361M invested in iShares CMBS ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $301M → $361M (+$59.9M)

11.12% more ownership

Funds ownership: 60.78%71.91% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

2% less funds holding

Funds holding: 9492 (-2)

Holders
92
Holders Change
-2
Holders Change %
-2.13%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$80.7M +$54.9M +1,115,141 +206%
SC
2
Syon Capital
California
$25.7M -$5.22M -106,191 -17%
AWM
3
AE Wealth Management
Kansas
$25.5M +$1.63M +33,033 +7%
LPL Financial
4
LPL Financial
California
$25.4M +$5.06M +102,848 +25%
AI
5
Arvest Investments
Arkansas
$22.7M +$1.32M +26,928 +6%
UBS AM
6
UBS AM
Illinois
$15M +$11.8M +240,568 +359%
HW
7
Hancock Whitney
Mississippi
$14.1M +$924K +18,775 +7%
PRI
8
Prepared Retirement Institute
Pennsylvania
$12.5M +$789K +16,036 +7%
Morgan Stanley
9
Morgan Stanley
New York
$12M -$2.95M -60,018 -20%
CBT
10
Central Bank & Trust
Kentucky
$9.41M +$278K +5,655 +3%
Wells Fargo
11
Wells Fargo
California
$9.18M +$248K +5,039 +3%
PP
12
Prudential plc
United Kingdom
$8.75M -$732K -14,874 -8%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.43M -$15K -305 -0.2%
Bank of America
14
Bank of America
North Carolina
$7.87M -$6.54M -132,974 -45%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$7.48M +$1.01M +20,631 +16%
Raymond James Financial
16
Raymond James Financial
Florida
$5.49M +$269K +5,473 +5%
PJSIMP
17
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.67M -$16.2K -330 -0.3%
Ameriprise
18
Ameriprise
Minnesota
$4.58M -$176K -3,584 -4%
Citadel Advisors
19
Citadel Advisors
Florida
$3.89M +$3.93M +79,859 New
KF
20
Krilogy Financial
Missouri
$3.53M -$2.98M -60,540 -46%
SC
21
Sykon Capital
New York
$3.51M -$45.6K -927 -1%
IWP
22
Insight Wealth Partners
Texas
$3.45M +$219K +4,456 +7%
OPAM
23
Ocean Park Asset Management
California
$3.08M
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$3.03M -$14.6K -297 -0.5%
Goldman Sachs
25
Goldman Sachs
New York
$3.03M +$3.06M +62,185 New

CMBS Hedge Fund Activity: Q1 2026 in Review

92 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q1 2026, worth a combined $361M — up 20% from $301M a quarter earlier.

Fund positioning in CMBS was balanced in Q1 2026: 12 funds opened new positions, 12 closed out, 31 added to existing stakes and 32 trimmed.

The largest buyer was UBS Group, adding an estimated $54.9M. The largest seller was Bank of America, cutting an estimated $6.54M.

  • 92 institutional investors held iShares CMBS ETF (CMBS) as of Q1 2026, down from 94 in Q4 2025.
  • Funds reported $361M of iShares CMBS ETF stock for Q1 2026, up 20% quarter-over-quarter.
  • 12 funds opened new iShares CMBS ETF positions in Q1 2026 and 12 closed out, a net change of 0 holders.
  • The largest iShares CMBS ETF buyer in Q1 2026 was UBS Group, an estimated $54.9M added.
  • The largest iShares CMBS ETF seller in Q1 2026 was Bank of America, an estimated $6.54M sold.

Based on aggregated 13F filings for Q1 2026.