Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

iShares CMBS ETF (CMBS) Institutional Ownership

iShares CMBS ETF logo
$48.47 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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)
$110.97M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$37.51M
Get CMBS Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares CMBS ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CMBS Institutional Buying and Selling by Quarter

iShares CMBS ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2026 Arete Wealth Advisors LLC16,260$793K0.0%-1.3%0.165%
5/19/2026 Bank of America Corp DE161,478$7.87M0.0%-45.2%1.639%
5/19/2026 Arete Wealth Advisors LLC16,260$793K0.1%-1.3%0.165%
5/16/2026 Quantinno Capital Management LP4,519$220K0.0%-26.6%0.046%
5/13/2026 Cetera Investment Advisers153,411$7.48M0.0%+15.5%1.557%
5/13/2026 First Trust Advisors LP28,453$1.39M0.0%-30.7%0.289%
5/5/2026 Bank of New York Mellon Corp10,746$524K0.0%+82.4%0.109%
5/1/2026 Fifth Third Bancorp12,522$610K0.0%N/A0.127%
4/30/2026 Elevated Capital Advisors LLC7,933$387K0.1%-10.7%0.081%
4/30/2026 Kestra Advisory Services LLC6,038$294K0.0%-42.5%0.061%
4/21/2026 Columbus Macro LLC9,147$446K0.0%-41.2%0.090%
4/17/2026 Krilogy Financial LLC72,165$3.53M0.1%-45.6%0.704%
2/18/2026 Maia Wealth LLC15,294$756K0.1%+90.8%0.151%
2/17/2026 Guggenheim Capital LLC24,856$1.22M0.0%-3.0%0.245%
2/17/2026 Cetera Investment Advisers132,780$6.52M0.0%+92.3%1.308%
2/17/2026 Osaic Holdings Inc.173,271$8.51M0.0%+12.7%1.707%
2/17/2026 &PARTNERS17,319$850K0.0%+65.9%0.171%
2/17/2026 Royal Bank of Canada7,077$347K0.0%+16.8%0.070%
2/17/2026 Hyundai Investments Co. Ltd.11,731$577K0.6%N/A0.116%
2/13/2026 Arete Wealth Advisors LLC16,479$809K0.0%+7.7%0.162%
2/13/2026 First Trust Advisors LP41,076$2.02M0.0%+3.5%0.405%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC66,945$3.29M0.0%N/A0.660%
2/13/2026 Wells Fargo & Company MN183,435$9.00M0.0%-28.4%1.807%
2/12/2026 Commonwealth Equity Services LLC33,716$1.66M0.0%+1.2%0.332%
2/12/2026 Sykon Capital LLC72,936$3.58M1.1%+6.8%0.719%
2/11/2026 TIAA Trust National Association67,262$3.30M0.0%-19.3%0.663%
2/11/2026 LPL Financial LLC418,164$20.52M0.0%+39.4%4.120%
2/11/2026 Franklin Resources Inc.47,804$2.35M0.0%+0.9%0.471%
2/11/2026 Syon Capital LLC633,847$31.11M1.5%+8.9%6.245%
2/11/2026 Prudential PLC194,402$9.54M0.1%N/A1.915%
2/10/2026 Cogent Private Wealth Inc.14,152$695K0.5%N/A0.139%
2/10/2026 MidAtlantic Capital Management Inc.849$42K0.0%N/A0.008%
2/6/2026 Advisory Alpha LLC20,804$1.02M0.0%+5.6%0.205%
2/6/2026 Mach 1 Financial Group LLC8,338$409K0.1%N/A0.082%
2/6/2026 IFP Advisors Inc5,267$259K0.0%-4.5%0.052%
2/6/2026 Cullen Frost Bankers Inc.7,147$351K0.0%+19.0%0.070%
2/6/2026 Envestnet Portfolio Solutions Inc.18,249$896K0.0%+8.4%0.180%
2/3/2026 MMA Asset Management LLC10,927$536K0.2%+7.1%0.108%
1/29/2026 UBS Group AG541,908$26.60M0.0%+23.7%5.339%
1/29/2026 Prepared Retirement Institute LLC240,678$11.81M5.9%-1.3%2.371%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
1/28/2026 Geneos Wealth Management Inc.540$26K0.0%-79.9%0.005%
1/28/2026 Schmidt P J Investment Management Inc.96,211$4.72M0.8%+0.9%0.948%
1/27/2026 Krilogy Financial LLC132,705$6.53M0.2%+2.5%1.307%
1/27/2026 Elevated Capital Advisors LLC8,887$436K0.1%-5.4%0.088%
1/26/2026 AE Wealth Management LLC490,546$24.08M0.1%+13.7%4.833%
1/23/2026 Guidance Capital Inc.7,446$366K0.1%N/A0.073%
1/23/2026 U.S. Capital Wealth Advisors LLC79,107$3.88M0.1%+24.4%0.779%
1/22/2026 Willis Johnson & Associates Inc.18,827$924K0.1%+23.0%0.185%
1/21/2026 Ethos Capital Management Inc.33,890$1.66M1.6%N/A0.334%
1/20/2026 Arvest Investments Inc.438,194$21.51M3.0%-0.1%4.317%
1/16/2026 Heck Capital Advisors LLC21,962$1.08M0.1%-4.9%0.216%
1/15/2026 Columbus Macro LLC15,544$763K0.1%+20.1%0.153%
1/14/2026 Wealthcare Advisory Partners LLC6,971$342K0.0%+10.8%0.069%
1/12/2026 Horizon Financial Services LLC3,283$161K0.1%+9.7%0.032%
1/9/2026 Central Bank & Trust Co.187,420$9.20M1.4%+0.8%1.847%
1/8/2026 Wealth Enhancement Advisory Services LLC5,000$246K0.0%N/A0.049%
1/7/2026 Tounjian Advisory Partners LLC12,510$614K0.2%-1.8%0.124%
1/5/2026 City Center Advisors LLC9,583$470K0.4%+17.8%0.095%
1/5/2026 Rosenberg Matthew Hamilton24,458$1.20M0.2%+28.0%0.242%
1/1/2026 JPMorgan Chase & Co.11,238$551K0.0%+58.5%0.108%
12/2/2025 IFP Advisors Inc5,514$271K0.0%+5.5%0.053%
11/17/2025 Hancock Whitney Corp256,960$12.61M0.2%+1.6%2.471%
11/17/2025 Sykon Capital LLC68,296$3.35M1.1%-10.5%0.657%
11/17/2025 Citadel Advisors LLC16,866$828K0.0%N/A0.162%
11/17/2025 Bank of America Corp DE303,583$14.90M0.0%+1.9%2.919%
11/17/2025 Ameriprise Financial Inc.77,757$3.82M0.0%+43.2%0.748%
11/14/2025 Raymond James Financial Inc.58,102$2.85M0.0%+19.5%0.559%
11/14/2025Comerica Bank11,582$568K0.0%+7.1%0.111%
11/14/2025 Maia Wealth LLC8,015$392K0.1%N/A0.077%
11/13/2025 Pathstone Holdings LLC66,196$3.25M0.0%-9.8%0.637%
11/13/2025 Tortoise Investment Management LLC1,667$82K0.0%-87.5%0.016%
11/13/2025 UBS Group AG438,177$21.50M0.0%+15.8%4.213%
11/13/2025 First Trust Advisors LP39,696$1.95M0.0%+0.6%0.382%
11/12/2025 Aptus Capital Advisors LLC993$49K0.0%N/A0.010%
11/12/2025 Advisory Alpha LLC19,706$968K0.0%-39.7%0.189%
11/12/2025 Horizon Financial Services LLC2,992$147K0.1%-34.9%0.029%
11/12/2025 Arete Wealth Advisors LLC15,294$750K0.0%N/A0.147%
11/12/2025 Tounjian Advisory Partners LLC12,738$625K0.2%-11.8%0.122%
11/12/2025 TIAA Trust National Association83,372$4.09M0.0%+99.0%0.802%
11/10/2025 MAI Capital Management2,900$142K0.0%+190.0%0.028%
11/7/2025 Syon Capital LLC581,930$28.56M1.5%N/A5.595%
11/7/2025 Wealthcare Advisory Partners LLC6,292$309K0.0%+6.1%0.061%
11/7/2025 JPMorgan Chase & Co.11,238$551K0.0%+58.5%0.108%
11/6/2025 Willis Johnson & Associates Inc.15,301$751K0.0%+2.2%0.147%
11/6/2025 Krilogy Financial LLC129,519$6.33M0.2%+0.8%1.245%
11/5/2025 Envestnet Asset Management Inc.70,934$3.48M0.0%-1.3%0.679%
11/4/2025 Jones Financial Companies Lllp22,899$1.12M0.0%+56.6%0.219%
11/3/2025 AE Wealth Management LLC431,523$21.18M0.1%+8.4%4.129%
11/3/2025 Truist Financial Corp6,107$300K0.0%+29.4%0.058%
10/31/2025 Cullen Frost Bankers Inc.6,005$295K0.0%-4.3%0.057%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
10/30/2025 Envestnet Portfolio Solutions Inc.16,837$826K0.0%-5.0%0.161%
10/30/2025 Kingdom Financial Group LLC.13,329$654K0.4%+189.9%0.128%
10/28/2025 Nwam LLC5,365$265K0.0%+29.2%0.051%
10/27/2025 Schmidt P J Investment Management Inc.95,357$4.68M0.8%+4.6%0.917%
10/24/2025 Heck Capital Advisors LLC23,083$1.13M0.1%N/A0.222%
10/22/2025 Geneos Wealth Management Inc.2,689$132K0.0%+596.6%0.026%
10/21/2025 Prepared Retirement Institute LLC243,784$11.96M6.2%+55.9%2.344%
10/16/2025 Columbus Macro LLC12,943$635K0.1%-44.8%0.124%
10/14/2025 Arvest Investments Inc.438,579$21.52M3.1%-0.8%4.217%
10/9/2025 Central Bank & Trust Co.185,898$9.12M1.4%+1.7%1.787%


CMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 104 institutional investors and hedge funds held shares of iShares CMBS ETF. The most heavily invested institutionals were Syon Capital LLC ($31.11M), UBS Group AG ($26.60M), State of New Jersey Common Pension Fund D ($25.54M), AE Wealth Management LLC ($24.08M), Arvest Investments Inc. ($21.51M), LPL Financial LLC ($20.52M), and Hancock Whitney Corp ($12.61M).Learn more on iShares CMBS ETF's institutional investors.

Of the 97 institutional investors that purchased iShares CMBS ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Syon Capital LLC ($633.85K), Jones Financial Companies Lllp ($533.02K), LPL Financial LLC ($264.15K), Horizon Financial Services LLC ($260.83K), Prepared Retirement Institute LLC ($243.78K), Redhawk Wealth Advisors Inc. ($228.04K), and Hancock Whitney Corp ($223.07K).

Institutional investors have bought a total of 2,264,714 shares in the last 24 months. This purchase volume represents approximately $110.97M in transactions.

Of the 31 institutional investors that sold iShares CMBS ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Tortoise Investment Management LLC ($328.18K), Bank of America Corp DE ($141.64K), Wells Fargo & Company MN ($72.87K), Krilogy Financial LLC ($67.84K), Advisory Alpha LLC ($20.90K), Columbus Macro LLC ($16.89K), and TIAA Trust National Association ($16.11K).

Institutional investors have sold a total of 768,803 shares in the last 24 months. This volume of shares sold represents approximately $37.51M in transactions.


Related Companies

This page (NYSEARCA:CMBS) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel