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iShares CMBS ETF (CMBS) Institutional Ownership

iShares CMBS ETF logo
$48.55 0.00 (0.00%)
As of 07/2/2026 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)
65
Total
Institutional Inflows
(last 12 months)
$110.94M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$37.38M
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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
5/20/2026Arete Wealth Advisors LLC16,260$793K0.0%-1.3%0.165%
5/19/2026Bank of America Corp DE161,478$7.87M0.0%-45.2%1.639%
5/19/2026Arete Wealth Advisors LLC16,260$793K0.1%-1.3%0.165%
5/16/2026Quantinno Capital Management LP4,519$220K0.0%-26.6%0.046%
5/13/2026Cetera Investment Advisers153,411$7.48M0.0%+15.5%1.557%
5/13/2026First Trust Advisors LP28,453$1.39M0.0%-30.7%0.289%
5/5/2026Bank of New York Mellon Corp10,746$524K0.0%+82.4%0.109%
5/1/2026Fifth Third Bancorp12,522$610K0.0%N/A0.127%
4/30/2026Elevated Capital Advisors LLC7,933$387K0.1%-10.7%0.081%
4/30/2026Kestra Advisory Services LLC6,038$294K0.0%-42.5%0.061%
4/21/2026Columbus Macro LLC9,147$446K0.0%-41.2%0.090%
4/17/2026Krilogy Financial LLC72,165$3.53M0.1%-45.6%0.704%
2/18/2026Maia Wealth LLC15,294$756K0.1%+90.8%0.151%
2/17/2026Guggenheim Capital LLC24,856$1.22M0.0%-3.0%0.245%
2/17/2026Cetera Investment Advisers132,780$6.52M0.0%+92.3%1.308%
2/17/2026Osaic Holdings Inc.173,271$8.51M0.0%+12.7%1.707%
2/17/2026&PARTNERS17,319$850K0.0%+65.9%0.171%
2/17/2026Royal Bank of Canada7,077$347K0.0%+16.8%0.070%
2/17/2026Hyundai Investments Co. Ltd.11,731$577K0.6%N/A0.116%
2/13/2026Arete Wealth Advisors LLC16,479$809K0.0%+7.7%0.162%
2/13/2026First Trust Advisors LP41,076$2.02M0.0%+3.5%0.405%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC66,945$3.29M0.0%N/A0.660%
2/13/2026Wells Fargo & Company MN183,435$9.00M0.0%-28.4%1.807%
2/12/2026Commonwealth Equity Services LLC33,716$1.66M0.0%+1.2%0.332%
2/12/2026Sykon Capital LLC72,936$3.58M1.1%+6.8%0.719%
2/11/2026TIAA Trust National Association67,262$3.30M0.0%-19.3%0.663%
2/11/2026LPL Financial LLC418,164$20.52M0.0%+39.4%4.120%
2/11/2026Franklin Resources Inc.47,804$2.35M0.0%+0.9%0.471%
2/11/2026Syon Capital LLC633,847$31.11M1.5%+8.9%6.245%
2/11/2026Prudential PLC194,402$9.54M0.1%N/A1.915%
2/10/2026Cogent Private Wealth Inc.14,152$695K0.5%N/A0.139%
2/10/2026MidAtlantic Capital Management Inc.849$42K0.0%N/A0.008%
2/6/2026Advisory Alpha LLC20,804$1.02M0.0%+5.6%0.205%
2/6/2026Mach 1 Financial Group LLC8,338$409K0.1%N/A0.082%
2/6/2026IFP Advisors Inc5,267$259K0.0%-4.5%0.052%
2/6/2026Cullen Frost Bankers Inc.7,147$351K0.0%+19.0%0.070%
2/6/2026Envestnet Portfolio Solutions Inc.18,249$896K0.0%+8.4%0.180%
2/3/2026MMA Asset Management LLC10,927$536K0.2%+7.1%0.108%
1/29/2026UBS Group AG541,908$26.60M0.0%+23.7%5.339%
1/29/2026Prepared Retirement Institute LLC240,678$11.81M5.9%-1.3%2.371%
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1/28/2026Geneos Wealth Management Inc.540$26K0.0%-79.9%0.005%
1/28/2026Schmidt P J Investment Management Inc.96,211$4.72M0.8%+0.9%0.948%
1/27/2026Krilogy Financial LLC132,705$6.53M0.2%+2.5%1.307%
1/27/2026Elevated Capital Advisors LLC8,887$436K0.1%-5.4%0.088%
1/26/2026AE Wealth Management LLC490,546$24.08M0.1%+13.7%4.833%
1/23/2026Guidance Capital Inc.7,446$366K0.1%N/A0.073%
1/23/2026U.S. Capital Wealth Advisors LLC79,107$3.88M0.1%+24.4%0.779%
1/22/2026Willis Johnson & Associates Inc.18,827$924K0.1%+23.0%0.185%
1/21/2026Ethos Capital Management Inc.33,890$1.66M1.6%N/A0.334%
1/20/2026Arvest Investments Inc.438,194$21.51M3.0%-0.1%4.317%
1/16/2026Heck Capital Advisors LLC21,962$1.08M0.1%-4.9%0.216%
1/15/2026Columbus Macro LLC15,544$763K0.1%+20.1%0.153%
1/14/2026Wealthcare Advisory Partners LLC6,971$342K0.0%+10.8%0.069%
1/12/2026Horizon Financial Services LLC3,283$161K0.1%+9.7%0.032%
1/9/2026Central Bank & Trust Co.187,420$9.20M1.4%+0.8%1.847%
1/8/2026Wealth Enhancement Advisory Services LLC5,000$246K0.0%N/A0.049%
1/7/2026Tounjian Advisory Partners LLC12,510$614K0.2%-1.8%0.124%
1/5/2026City Center Advisors LLC9,583$470K0.4%+17.8%0.095%
1/5/2026Rosenberg Matthew Hamilton24,458$1.20M0.2%+28.0%0.242%
1/1/2026JPMorgan Chase & Co.11,238$551K0.0%+58.5%0.108%
12/2/2025IFP Advisors Inc5,514$271K0.0%+5.5%0.053%
11/17/2025Hancock Whitney Corp256,960$12.61M0.2%+1.6%2.471%
11/17/2025Sykon Capital LLC68,296$3.35M1.1%-10.5%0.657%
11/17/2025Citadel Advisors LLC16,866$828K0.0%N/A0.162%
11/17/2025Bank of America Corp DE303,583$14.90M0.0%+1.9%2.919%
11/17/2025Ameriprise Financial Inc.77,757$3.82M0.0%+43.2%0.748%
11/14/2025Raymond James Financial Inc.58,102$2.85M0.0%+19.5%0.559%
11/14/2025Comerica Bank11,582$568K0.0%+7.1%0.111%
11/14/2025Maia Wealth LLC8,015$392K0.1%N/A0.077%
11/13/2025Pathstone Holdings LLC66,196$3.25M0.0%-9.8%0.637%
11/13/2025Tortoise Investment Management LLC1,667$82K0.0%-87.5%0.016%
11/13/2025UBS Group AG438,177$21.50M0.0%+15.8%4.213%
11/13/2025First Trust Advisors LP39,696$1.95M0.0%+0.6%0.382%
11/12/2025Aptus Capital Advisors LLC993$49K0.0%N/A0.010%
11/12/2025Advisory Alpha LLC19,706$968K0.0%-39.7%0.189%
11/12/2025Horizon Financial Services LLC2,992$147K0.1%-34.9%0.029%
11/12/2025Arete Wealth Advisors LLC15,294$750K0.0%N/A0.147%
11/12/2025Tounjian Advisory Partners LLC12,738$625K0.2%-11.8%0.122%
11/12/2025TIAA Trust National Association83,372$4.09M0.0%+99.0%0.802%
11/10/2025MAI Capital Management2,900$142K0.0%+190.0%0.028%
11/7/2025Syon Capital LLC581,930$28.56M1.5%N/A5.595%
11/7/2025Wealthcare Advisory Partners LLC6,292$309K0.0%+6.1%0.061%
11/7/2025JPMorgan Chase & Co.11,238$551K0.0%+58.5%0.108%
11/6/2025Willis Johnson & Associates Inc.15,301$751K0.0%+2.2%0.147%
11/6/2025Krilogy Financial LLC129,519$6.33M0.2%+0.8%1.245%
11/5/2025Envestnet Asset Management Inc.70,934$3.48M0.0%-1.3%0.679%
11/4/2025Jones Financial Companies Lllp22,899$1.12M0.0%+56.6%0.219%
11/3/2025AE Wealth Management LLC431,523$21.18M0.1%+8.4%4.129%
11/3/2025Truist Financial Corp6,107$300K0.0%+29.4%0.058%
10/31/2025Cullen Frost Bankers Inc.6,005$295K0.0%-4.3%0.057%
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10/30/2025Envestnet Portfolio Solutions Inc.16,837$826K0.0%-5.0%0.161%
10/30/2025Kingdom Financial Group LLC.13,329$654K0.4%+189.9%0.128%
10/28/2025Nwam LLC5,365$265K0.0%+29.2%0.051%
10/27/2025Schmidt P J Investment Management Inc.95,357$4.68M0.8%+4.6%0.917%
10/24/2025Heck Capital Advisors LLC23,083$1.13M0.1%N/A0.222%
10/22/2025Geneos Wealth Management Inc.2,689$132K0.0%+596.6%0.026%
10/21/2025Prepared Retirement Institute LLC243,784$11.96M6.2%+55.9%2.344%
10/16/2025Columbus Macro LLC12,943$635K0.1%-44.8%0.124%
10/14/2025Arvest Investments Inc.438,579$21.52M3.1%-0.8%4.217%
10/9/2025Central 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 2,264,176 shares in the last 24 months. This purchase volume represents approximately $110.94M 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 765,969 shares in the last 24 months. This volume of shares sold represents approximately $37.38M in transactions.


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This page (NYSEARCA:CMBS) was last updated on 7/5/2026 by MarketBeat.com Staff.
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