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iShares CMBS ETF (CMBS) Institutional Ownership

iShares CMBS ETF logo
$48.29 -0.23 (-0.47%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares CMBS ETF (NYSEARCA:CMBS)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$92.32M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$47.85M
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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
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%
2/17/2025Willis Johnson & Associates Inc.14,989$707K0.1%-7.2%0.170%
2/17/2025Tidal Investments LLC31,180$1.47M0.0%+9.5%0.354%
2/17/2025Pathstone Holdings LLC329,506$15.55M0.1%-54.5%3.744%
2/17/2025Cetera Investment Advisers12,482$589K0.0%-8.3%0.142%
2/17/2025Citadel Advisors LLC181,996$8.59M0.0%+1,491.6%2.068%
2/17/2025Bank of America Corp DE250,564$11.83M0.0%-3.5%2.847%
2/17/2025Ameriprise Financial Inc.44,308$2.09M0.0%-8.4%0.504%
2/14/2025Jane Street Group LLC29,699$1.40M0.0%-50.5%0.337%
2/14/2025Two Sigma Securities LLC5,444$257K0.0%N/A0.062%
2/14/2025Dark Forest Capital Management LP24,188$1.14M0.2%-16.7%0.275%
2/14/2025First Trust Advisors LP39,920$1.88M0.0%+1.9%0.454%
2/13/2025Guggenheim Capital LLC31,904$1.51M0.0%+14.6%0.363%
2/13/2025Raymond 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%
2/13/2025Wells 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%
2/12/2025JPMorgan Chase & Co.11,861$560K0.0%+8.0%0.135%
2/12/2025PKS Advisory Services LLC11,015$520K0.1%N/A0.125%
2/11/2025TIAA Trust National Association8,464$400K0.0%-96.3%0.096%
2/11/2025LPL Financial LLC73,688$3.48M0.0%+25.7%0.837%
2/11/2025Sykon Capital LLC55,553$2.62M0.9%-3.7%0.631%
2/11/2025Palogic 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%
2/10/2025Commonwealth Equity Services LLC30,906$1.46M0.0%+2.9%0.351%
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2/7/2025HighTower Advisors LLC72,940$3.44M0.0%+15.5%0.829%
2/7/2025Tortoise Investment Management LLC344,554$16.26M1.7%+1.1%3.915%
2/6/2025Raymond James Financial Inc.55,707$2.63M0.0%N/A0.633%
2/6/2025Cullen Frost Bankers Inc.5,581$263K0.0%+70.2%0.063%
2/6/2025Jones 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%
2/4/2025IFP Advisors Inc2,762$130K0.0%+572.0%0.031%
2/3/2025Laidlaw 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%
1/10/2025Ridgewood Investments LLC9,253$437K0.2%-17.3%0.105%
11/25/2024Tidal Investments LLC28,470$1.39M0.0%+72.1%0.324%
11/15/2024Jane Street Group LLC59,969$2.93M0.0%+43.4%0.681%
11/15/2024HighTower Advisors LLC63,158$3.09M0.0%N/A0.718%
11/15/2024Hilltop Holdings Inc.4,861$238K0.0%-23.5%0.055%
11/13/2024Insight 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%
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%
11/7/2024Pathstone 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%
11/4/2024State of New Jersey Common Pension Fund D521,932$25.54M0.1%+40.3%5.931%
10/31/2024LGT 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%
10/28/2024 Goldstone Financial Group LLC23,635$1.16M0.2%N/A0.269%
10/22/2024 Elevated Capital Advisors LLC5,288$259K0.1%N/A0.060%
10/19/2024 Columbus Macro LLC11,409$554K0.2%N/A0.130%
10/18/2024 ST Germain D J Co. Inc.2,061$101K0.0%-57.4%0.023%
10/17/2024 LexAurum Advisors LLC5,340$261K0.1%+5.5%0.061%
10/11/2024 Redhawk Wealth Advisors Inc.228,037$11.16M1.6%N/A2.591%
8/22/2024Cetera Investment Advisers47,560$2.23M0.0%+7.3%0.540%
8/21/2024 Advisory Alpha LLC45,920$2.16M0.1%+3.5%0.522%
8/15/2024Dark Forest Capital Management LP9,714$456K0.1%N/A0.110%
8/13/2024AE Wealth Management LLC330,697$15.53M0.2%+16.5%3.758%
8/8/2024Sykon Capital LLC49,354$2.32M0.9%-23.3%0.561%
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8/8/2024State of New Jersey Common Pension Fund D371,932$17.46M0.1%-32.4%4.227%
8/6/2024Cullen Frost Bankers Inc.1,654$78K0.0%+43.6%0.019%
8/5/2024LGT Financial Advisors LLC5,237$246K0.5%-87.7%0.060%
8/2/2024Strategy Asset Managers LLC13,332$611K0.1%N/A0.152%
8/2/2024Tortoise Investment Management LLC341,610$16.04M1.8%+1.7%3.882%
8/1/2024Laidlaw Wealth Management LLC35,035$1.65M0.9%+10.2%0.398%
8/1/2024TIAA Trust National Association168,601$7.92M0.0%+64.3%1.916%
8/1/2024Willis Johnson & Associates Inc.19,377$910K0.1%+12.2%0.220%
7/31/2024Commonwealth Equity Services LLC30,031$1.41M0.0%+1.3%0.341%
7/29/2024Ridgewood Investments LLC11,699$549K0.4%-2.1%0.133%
(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, 94 institutional investors and hedge funds held shares of iShares CMBS ETF. The most heavily invested institutionals were State of New Jersey Common Pension Fund D ($25.54M), Arvest Investments Inc. ($21.36M), Pathstone Family Office LLC ($21.16M), UBS Group AG ($17.65M), Tortoise Investment Management LLC ($16.26M), Pathstone Holdings LLC ($15.55M), and AE Wealth Management LLC ($15.53M).Learn more on CMBS's institutional investors.

Which institutional investors have been buying iShares CMBS ETF stock?

Of the 77 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: ST Germain D J Co. Inc. ($487.58K), Arvest Investments Inc. ($476.69K), Krilogy Financial LLC ($286.04K), Horizon Financial Services LLC ($267.57K), State of New Jersey Common Pension Fund D ($260.52K), Redhawk Wealth Advisors Inc. ($228.04K), and Central Bank & Trust Co. ($207.03K).

How much institutional buying is happening at iShares CMBS ETF?

Institutional investors have bought a total of 3,946,169 shares in the last 24 months. This purchase volume represents approximately $185.05M in transactions.

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

Of the 48 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), Wealthcare Advisory Partners LLC ($371.64K), Diversified LLC ($299.09K), TIAA Trust National Association ($220.66K), LPL Financial LLC ($193.24K), and State of New Jersey Common Pension Fund D ($178.07K).

How much institutional selling is happening at iShares CMBS ETF?

Institutional investors have sold a total of 3,122,563 shares in the last 24 months. This volume of shares sold represents approximately $144.88M in transactions.


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This page (NYSEARCA:CMBS) was last updated on 5/1/2025 by MarketBeat.com Staff
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