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iShares CMBS ETF (CMBS) Institutional Ownership

iShares CMBS ETF logo
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Institutional Ownership Changes (13F Filings) for iShares CMBS ETF (NYSEARCA:CMBS)

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$138.58M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$48.60M
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CMBS Institutional Buying and Selling by Quarter

iShares CMBS ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC35,391$1.70M0.0%+19.2%0.395%
5/19/2025 Advisory Alpha LLC40,607$1.95M0.1%-3.4%0.454%
5/19/2025 Palogic Value Management L.P.23,830$1.14M0.5%+3.0%0.266%
5/16/2025 Coppell Advisory Solutions LLC28,408$1.36M0.1%+17,117.0%0.317%
5/16/2025 Jones Financial Companies Lllp534,735$25.67M0.0%+4,842.6%6.008%
5/16/2025 Hancock Whitney Corp219,110$10.52M0.3%N/A2.462%
5/15/2025 Insight Wealth Partners LLC52,073$2.50M0.4%+0.6%0.585%
5/15/2025 Palogic Value Management L.P.23,830$1.14M0.5%+3.0%0.268%
5/15/2025 OLD Mission Capital LLC9,394$451K0.0%N/A0.106%
5/15/2025 Tortoise Investment Management LLC329,848$15.83M1.6%-4.3%3.706%
5/14/2025 Comerica Bank13,205$634K0.0%+3.3%0.148%
5/14/2025 Flow Traders U.S. LLC23,206$1.11M0.0%+53.6%0.261%
5/13/2025 HighTower Advisors LLC110,940$5.33M0.0%+52.1%1.247%
5/7/2025 Ridgewood Investments LLC8,675$416K0.2%-6.2%0.097%
5/7/2025 LPL Financial LLC204,474$9.82M0.0%+177.5%2.297%
5/6/2025 Cetera Investment Advisers17,483$839K0.0%+40.1%0.196%
5/6/2025 Avantax Advisory Services Inc.37,612$1.81M0.0%N/A0.423%
5/6/2025 AE Wealth Management LLC374,007$17.95M0.2%+6.6%4.202%
5/6/2025 Boyd Watterson Asset Management LLC OH580$28K0.0%N/A0.007%
5/2/2025 Cullen Frost Bankers Inc.5,990$288K0.0%+7.3%0.067%
5/2/2025 Prepared Retirement Institute LLC60,069$2.88M1.8%N/A0.675%
4/29/2025 U.S. Capital Wealth Advisors LLC63,635$3.05M0.1%+39.8%0.715%
4/29/2025 Envestnet Asset Management Inc.32,281$1.55M0.0%+10.4%0.363%
4/28/2025 Rosenberg Matthew Hamilton17,655$847K0.2%+16.9%0.198%
4/28/2025 Horizon Financial Services LLC266,016$12.77M0.1%+4,760.5%2.989%
4/24/2025 Elevated Capital Advisors LLC11,192$537K0.2%-12.6%0.126%
4/23/2025 Systelligence LLC123,204$5.91M1.4%N/A1.369%
4/21/2025 Envestnet Portfolio Solutions Inc.21,453$1.03M0.0%-39.7%0.238%
4/17/2025 Columbus Macro LLC18,631$894K0.1%+57.2%0.207%
4/16/2025 Goldstone Financial Group LLC21,420$1.03M0.2%-16.3%0.238%
4/16/2025 Krilogy Financial LLC135,802$6.52M0.4%-0.7%1.509%
4/15/2025 Arvest Investments Inc.444,995$21.36M3.4%+1.8%4.944%
4/14/2025 Tounjian Advisory Partners LLC14,508$696K0.1%N/A0.161%
4/14/2025 Central Bank & Trust Co.194,449$9.33M1.6%-6.4%2.161%
4/14/2025 City Center Advisors LLC5,229$251K0.3%+10.9%0.058%
4/9/2025 ST Germain D J Co. Inc.1,560$75K0.0%-24.3%0.017%
4/8/2025 Advisory Alpha LLC15,503$744K0.0%-63.1%0.172%
2/17/2025 Willis Johnson & Associates Inc.14,989$707K0.1%-7.2%0.170%
2/17/2025 Tidal Investments LLC31,180$1.47M0.0%+9.5%0.354%
2/17/2025 Pathstone Holdings LLC329,506$15.55M0.1%-54.5%3.744%
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2/17/2025 Cetera Investment Advisers12,482$589K0.0%-8.3%0.142%
2/17/2025 Citadel Advisors LLC181,996$8.59M0.0%+1,491.6%2.068%
2/17/2025 Bank of America Corp DE250,564$11.83M0.0%-3.5%2.847%
2/17/2025 Ameriprise Financial Inc.44,308$2.09M0.0%-8.4%0.504%
2/14/2025 Jane Street Group LLC29,699$1.40M0.0%-50.5%0.337%
2/14/2025 Two Sigma Securities LLC5,444$257K0.0%N/A0.062%
2/14/2025 Dark Forest Capital Management LP24,188$1.14M0.2%-16.7%0.275%
2/14/2025 First Trust Advisors LP39,920$1.88M0.0%+1.9%0.454%
2/13/2025 Guggenheim Capital LLC31,904$1.51M0.0%+14.6%0.363%
2/13/2025 Raymond James Financial Inc.55,707$2.63M0.0%N/A0.633%
2/13/2025 Envestnet Asset Management Inc.29,228$1.38M0.0%+13.1%0.332%
2/13/2025 Wells Fargo & Company MN184,864$8.73M0.0%+61.1%2.101%
2/12/2025 Horizon Financial Services LLC5,473$258K0.1%-20.3%0.062%
2/12/2025 JPMorgan Chase & Co.11,861$560K0.0%+8.0%0.135%
2/12/2025 PKS Advisory Services LLC11,015$520K0.1%N/A0.125%
2/11/2025 TIAA Trust National Association8,464$400K0.0%-96.3%0.096%
2/11/2025 LPL Financial LLC73,688$3.48M0.0%+25.7%0.837%
2/11/2025 Sykon Capital LLC55,553$2.62M0.9%-3.7%0.631%
2/11/2025 Palogic Value Management L.P.23,138$1.09M0.0%+14.0%0.249%
2/11/2025 Arvest Investments Inc.437,038$20.63M3.3%-1.1%4.966%
2/10/2025 Commonwealth Equity Services LLC30,906$1.46M0.0%+2.9%0.351%
2/7/2025 HighTower Advisors LLC72,940$3.44M0.0%+15.5%0.829%
2/7/2025 Tortoise Investment Management LLC344,554$16.26M1.7%+1.1%3.915%
2/6/2025 Raymond James Financial Inc.55,707$2.63M0.0%N/A0.633%
2/6/2025 Cullen Frost Bankers Inc.5,581$263K0.0%+70.2%0.063%
2/6/2025 Jones Financial Companies Lllp10,819$511K0.0%+8.4%0.123%
2/4/2025 Bank of New York Mellon Corp4,568$216K0.0%N/A0.052%
2/4/2025 IFP Advisors Inc2,762$130K0.0%+572.0%0.031%
2/3/2025 Laidlaw Wealth Management LLC47,764$2.25M1.0%+38.0%0.543%
1/30/2025 MidAtlantic Capital Management Inc.1,064$50K0.0%+65.2%0.012%
1/29/2025 Ocean Park Asset Management LLC46,586$2.20M0.1%N/A0.529%
1/24/2025 Columbus Macro LLC11,853$559K0.1%+3.9%0.135%
1/24/2025 GEN Financial Management INC.15,385$726K0.5%N/A0.175%
1/24/2025 U.S. Capital Wealth Advisors LLC45,518$2.15M0.1%N/A0.517%
1/17/2025 Advisory Alpha LLC42,046$1.99M0.1%-7.4%0.478%
1/16/2025 Central Bank & Trust Co.207,701$9.80M1.5%+5.4%2.360%
1/15/2025 Krilogy Financial LLC136,770$6.46M0.4%+5.0%1.554%
1/15/2025 Wealthcare Advisory Partners LLC5,829$275K0.0%-27.9%0.066%
1/15/2025 Goldstone Financial Group LLC25,605$1.21M0.2%+8.3%0.291%
1/15/2025 Decker Retirement Planning Inc.601$28K0.0%N/A0.007%
1/14/2025 Rosenberg Matthew Hamilton15,097$713K0.2%+16.8%0.172%
1/13/2025 Elevated Capital Advisors LLC12,812$605K0.2%+142.3%0.146%
1/13/2025 City Center Advisors LLC4,715$223K0.3%N/A0.054%
1/10/2025 Ridgewood Investments LLC9,253$437K0.2%-17.3%0.105%
11/25/2024 Tidal Investments LLC28,470$1.39M0.0%+72.1%0.324%
11/15/2024 Jane Street Group LLC59,969$2.93M0.0%+43.4%0.681%
11/15/2024 HighTower Advisors LLC63,158$3.09M0.0%N/A0.718%
11/15/2024 Hilltop Holdings Inc.4,861$238K0.0%-23.5%0.055%
11/13/2024 Insight Wealth Partners LLC46,836$2.29M0.5%+5.4%0.532%
11/13/2024 Horizon Financial Services LLC6,864$336K0.2%-4.9%0.078%
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11/12/2024 Crewe Advisors LLC5,955$291K0.0%N/A0.068%
11/12/2024Raymond James Trust N.A.6,337$310K0.0%N/A0.072%
11/7/2024 Pathstone Holdings LLC724,220$35.44M0.2%-0.6%8.230%
11/7/2024 MidAtlantic Capital Management Inc.644$32K0.0%N/A0.007%
11/4/2024 Arvest Investments Inc.441,921$21.62M3.3%+0.9%5.022%
11/4/2024 State of New Jersey Common Pension Fund D521,932$25.54M0.1%+40.3%5.931%
10/31/2024 LGT Financial Advisors LLC988$48K0.1%-81.1%0.011%
10/30/2024 Central Bank & Trust Co.197,116$9.65M1.3%+13.3%2.240%
10/29/2024 Farther Finance Advisors LLC1,597$78K0.0%N/A0.018%
10/28/2024 Rosenberg Matthew Hamilton12,929$633K0.2%+25.8%0.147%
(Data available from 1/1/2016 forward)

CMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CMBS shares?

During the previous two years, 96 institutional investors and hedge funds held shares of iShares CMBS ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($25.67M), State of New Jersey Common Pension Fund D ($25.54M), Arvest Investments Inc. ($21.36M), Pathstone Family Office LLC ($21.16M), AE Wealth Management LLC ($17.95M), UBS Group AG ($17.65M), and Tortoise Investment Management LLC ($15.83M).Learn more on CMBS's institutional investors.

Which institutional investors have been buying iShares CMBS ETF stock?

Of the 80 institutional investors that purchased iShares CMBS ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($524.75K), ST Germain D J Co. Inc. ($487.58K), Arvest Investments Inc. ($476.69K), Horizon Financial Services LLC ($267.57K), State of New Jersey Common Pension Fund D ($260.52K), Redhawk Wealth Advisors Inc. ($228.04K), and Hancock Whitney Corp ($219.11K).

How much institutional buying is happening at iShares CMBS ETF?

Institutional investors have bought a total of 4,773,795 shares in the last 24 months. This purchase volume represents approximately $225.25M in transactions.

Which iShares CMBS ETF major shareholders have been selling company stock?

Of the 47 institutional investors that sold iShares CMBS ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BerganKDV Wealth Management LLC ($492.49K), Pathstone Holdings LLC ($398.96K), Diversified LLC ($299.09K), TIAA Trust National Association ($220.66K), State of New Jersey Common Pension Fund D ($178.07K), Krilogy Financial LLC ($146.61K), and Pathstone Family Office LLC ($131.71K).

How much institutional selling is happening at iShares CMBS ETF?

Institutional investors have sold a total of 2,600,311 shares in the last 24 months. This volume of shares sold represents approximately $120.79M in transactions.


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This page (NYSEARCA:CMBS) was last updated on 5/22/2025 by MarketBeat.com Staff
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