Free Trial

iShares CMBS ETF (CMBS) Institutional Ownership

→ $25,000 into $109,616 in two months? (From WealthPress) (Ad)
Free CMBS Stock Alerts
$46.11
0.00 (0.00%)
(As of 04/24/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnership

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

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$95.24M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$97.06M
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.

Skip Chart & View Institutional Buying and Selling Data

CMBS Institutional Buying and Selling by Quarter

iShares CMBS ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024Leavell Investment Management Inc.5,177$244K0.0%-6.3%0.055%
4/24/2024Krilogy Financial LLC159,141$7.50M0.6%+0.9%1.702%
4/22/2024 Centennial Wealth Advisory LLC12,935$609K0.3%+13.3%0.138%
4/19/2024 Willis Johnson & Associates Inc.17,263$813K0.1%+6.9%0.185%
4/19/2024 Arvest Investments Inc.464,813$21.89M3.5%+2.1%4.971%
4/12/2024 Fermata Advisors LLC19,572$922K0.2%-87.0%0.201%
4/11/2024Central Bank & Trust Co.166,480$7.84M1.1%+20.9%1.707%
4/10/2024 LexAurum Advisors LLC4,453$210K0.1%N/A0.046%
4/10/2024 Ridgewood Investments LLC11,950$563K0.3%+13.1%0.123%
2/29/2024Tortoise Investment Management LLC335,901$15.72M2.1%+0.5%3.445%
2/12/2024Laidlaw Wealth Management LLC26,621$1.25M0.5%-31.0%0.273%
2/12/2024Hilltop Holdings Inc.17,872$836K0.1%-10.5%0.183%
2/9/2024Franklin Resources Inc.46,477$2.18M0.0%+1.1%0.477%
2/9/2024Wells Fargo & Company MN145,959$6.83M0.0%-17.9%1.497%
2/9/2024UBS Group AG377,294$17.65M0.0%+1.4%3.870%
2/8/2024Tortoise Investment Management LLC336,366$15.74M2.0%+0.6%3.450%
2/7/2024Envestnet Portfolio Solutions Inc.28,365$1.33M0.0%-2.8%0.291%
2/6/2024Lincoln National Corp11,003$515K0.0%N/A0.113%
2/6/2024Sykon Capital LLC70,501$3.30M1.3%-13.2%0.723%
2/2/2024State of New Jersey Common Pension Fund D110,517$5.17M0.0%N/A1.134%
2/1/2024Element Wealth LLC1,550$73K0.0%N/A0.016%
1/30/2024Capital Analysts LLC677$32K0.0%N/A0.007%
1/29/2024 Moneywise Inc.7,555$353K0.2%-10.0%0.077%
1/26/2024Krilogy Financial LLC157,655$7.38M0.6%-43.3%1.617%
1/24/2024 Arvest Investments Inc.455,149$21.30M3.5%N/A4.668%
1/23/2024Advisory Alpha LLC24,564$1.15M0.1%-27.6%0.252%
1/23/2024Leavell Investment Management Inc.5,527$259K0.0%-5.7%0.057%
1/19/2024 Fermata Advisors LLC150,827$7.06M1.7%+0.6%1.547%
1/17/2024 Centennial Wealth Advisory LLC11,419$534K0.3%-14.8%0.117%
1/17/2024Kingdom Financial Group LLC.8,065$377K0.3%+36.4%0.083%
1/16/2024 Rosenberg Matthew Hamilton1,567$73K0.0%N/A0.016%
1/12/2024 Willis Johnson & Associates Inc.16,145$755K0.1%-41.7%0.166%
1/11/2024 Ridgewood Investments LLC10,566$494K0.3%+14.7%0.108%
1/9/2024Central Bank & Trust Co.137,746$6.45M1.0%+26.7%1.413%
11/13/2023Laidlaw Wealth Management LLC38,576$1.74M0.5%-6.7%0.396%
11/13/2023Envestnet Portfolio Solutions Inc.29,194$1.32M0.0%N/A0.299%
11/9/2023Sykon Capital LLC81,261$3.66M1.6%+327.1%0.833%
11/9/2023UBS Group AG372,081$16.76M0.0%-4.0%3.816%
11/8/2023Pathstone Family Office LLC469,881$21.16M0.1%-21.9%4.819%
11/7/2023 Fermata Advisors LLC150,001$6.76M1.9%N/A1.538%
At first glance, this chart looks like nonsense… (Ad)

We can isolate the most bullish dates to buy Netflix each and every year… That’s why one former hedge fund manager calls these dates… “Hotspot Dates”

But if you want the stock with “Hotspot Dates” hitting NEXT WEEK…
11/1/2023Krilogy Financial LLC278,070$12.52M1.1%+4.0%2.852%
10/30/2023Insight Wealth Partners LLC35,718$1.61M0.3%+2.3%0.366%
10/27/2023 Hoxton Planning & Management LLC4,649$209K0.1%-52.2%0.048%
10/26/2023Advisor Partners II LLC19,199$865K0.0%-58.5%0.197%
10/25/2023 Willis Johnson & Associates Inc.27,696$1.25M0.1%+7.7%0.284%
10/24/2023 Raymond James Financial Services Advisors Inc.7,982$360K0.0%+3.9%0.082%
10/24/2023 Raymond James & Associates17,499$788K0.0%-2.8%0.179%
10/23/2023 Moneywise Inc.8,392$378K0.2%+7.2%0.086%
10/23/2023Commonwealth Equity Services LLC42,323$1.91M0.0%+2.5%0.434%
10/23/2023 ST Germain D J Co. Inc.449,024$20.22M1.1%-7.9%4.605%
10/20/2023Schmidt P J Investment Management Inc.75,815$3.36M0.7%-24.7%0.778%
10/18/2023Advisory Alpha LLC33,944$1.53M0.1%-6.2%0.348%
10/16/2023Leavell Investment Management Inc.5,862$264K0.0%+26.8%0.060%
10/16/2023Kingdom Financial Group LLC.5,911$266K0.3%N/A0.061%
10/12/2023 Wealthcare Advisory Partners LLC10,406$469K0.0%-7.3%0.107%
10/11/2023AE Wealth Management LLC212,193$9.56M0.1%+40.1%2.176%
10/10/2023Central Bank & Trust Co.108,730$4.90M0.9%+16,152.6%1.115%
9/7/2023 ST Germain D J Co. Inc.487,577$22.36M1.2%N/A5.001%
8/25/2023Strategy Asset Managers LLC13,332$611K0.1%N/A0.137%
8/11/2023Guggenheim Capital LLC218,593$10.03M0.1%-17.6%2.242%
8/10/2023Osaic Holdings Inc.91,601$3.40M0.0%+163.2%0.939%
8/10/2023Commonwealth Equity Services LLC41,271$1.89M0.0%+2.7%0.423%
8/10/2023Sykon Capital LLC19,025$872K0.6%N/A0.195%
8/10/2023US Bancorp DE9,210$422K0.0%-34.3%0.094%
8/10/2023Private Advisor Group LLC8,810$403K0.0%N/A0.090%
8/10/2023Cetera Advisors LLC23,114$1.06M0.0%+27.2%0.237%
8/7/2023Tortoise Investment Management LLC333,875$15.31M2.3%+0.4%3.424%
8/4/2023Envestnet Asset Management Inc.42,848$1.97M0.0%+53.3%0.393%
8/2/2023Parcion Private Wealth LLC5,615$257K0.0%-6.9%0.052%
7/31/2023LPL Financial LLC93,969$4.31M0.0%-46.2%0.862%
7/27/2023Boyd Watterson Asset Management LLC OH583$27K0.0%N/A0.005%
7/26/2023Schmidt P J Investment Management Inc.100,651$4.61M0.9%-26.4%0.923%
7/26/2023Diversified LLC6,937$318K0.1%-97.7%0.064%
7/25/2023 Raymond James Financial Services Advisors Inc.7,681$352K0.0%N/A0.070%
7/25/2023 Raymond James & Associates18,000$825K0.0%-3.2%0.165%
7/24/2023BerganKDV Wealth Management LLC4,945$227K0.0%-99.0%0.045%
7/24/2023 Moneywise Inc.7,827$359K0.2%-3.9%0.072%
7/21/2023Graypoint LLC5,235$240K0.0%-7.6%0.048%
7/20/2023Horizon Financial Services LLC5,112$234K0.2%-5.5%0.047%
7/20/2023 Hoxton Planning & Management LLC9,721$446K0.3%-28.6%0.089%
7/19/2023Leavell Investment Management Inc.4,622$212K0.0%N/A0.042%
7/19/2023Krilogy Financial LLC267,396$12.26M1.1%+4.4%2.453%
7/17/2023 Centennial Wealth Advisory LLC13,574$622K0.3%-2.4%0.125%
7/17/2023 Willis Johnson & Associates Inc.25,708$1.18M0.1%+30.6%0.236%
7/17/2023 Wealthcare Advisory Partners LLC11,224$515K0.0%-7.3%0.103%
7/13/2023Central Bank & Trust Co.669$31K0.0%-41.7%0.006%
7/10/2023AE Wealth Management LLC151,504$6.95M0.0%-11.3%1.390%
6/28/2023Relative Value Partners Group LLC27,658$1.28M0.1%-1.9%0.254%
5/15/2023Relative Value Partners Group LLC27,658$1.28M0.1%-1.9%0.233%
5/11/2023Parcion Private Wealth LLC6,031$279K0.0%N/A0.051%
At first glance, this chart looks like nonsense… (Ad)

We can isolate the most bullish dates to buy Netflix each and every year… That’s why one former hedge fund manager calls these dates… “Hotspot Dates”

But if you want the stock with “Hotspot Dates” hitting NEXT WEEK…
5/11/2023Guggenheim Capital LLC265,414$12.26M0.1%-12.9%2.240%
5/10/2023LPL Financial LLC174,593$8.06M0.0%-39.2%1.473%
5/9/2023Tortoise Investment Management LLC332,670$15.37M2.4%-2.5%2.807%
5/9/2023US Bancorp DE14,010$647K0.0%-2.4%0.118%
5/4/2023 Wealthcare Advisory Partners LLC12,113$559K0.0%-96.8%0.102%
5/4/2023Advisors Capital Management LLC13,971$645K0.0%-7.9%0.118%
5/4/2023Parkside Financial Bank & Trust701$32K0.0%N/A0.006%
5/3/2023Family Asset Management LLC782$36K0.0%N/A0.007%
5/3/2023Krilogy Financial LLC256,026$11.83M1.0%N/A2.161%
5/2/2023Graypoint LLC5,665$262K0.0%-48.0%0.048%
(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, 86 institutional investors and hedge funds held shares of iShares CMBS ETF. The most heavily invested institutionals were Jane Street Group LLC ($50.39M), Arvest Investments Inc. ($21.89M), Pathstone Family Office LLC ($21.16M), ST Germain D J Co. Inc. ($20.22M), UBS Group AG ($17.65M), Tortoise Investment Management LLC ($15.72M), and Guggenheim Capital LLC ($10.03M).Learn more on CMBS's institutional investors.

Which institutional investors have been buying iShares CMBS ETF stock?

Of the 68 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: Jane Street Group LLC ($1.04M), ST Germain D J Co. Inc. ($532.30K), Arvest Investments Inc. ($464.81K), Diversified LLC ($306.02K), Krilogy Financial LLC ($279.56K), LPL Financial LLC ($245.53K), and BerganKDV Wealth Management LLC ($211.04K).

How much institutional buying is happening at iShares CMBS ETF?

Institutional investors have bought a total of 4,430,998 shares in the last 24 months. This purchase volume represents approximately $207.94M in transactions.

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

Of the 53 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 ($640.25K), LPL Financial LLC ($435.20K), Jane Street Group LLC ($382.83K), Wealthcare Advisory Partners LLC ($369.38K), Pathstone Family Office LLC ($324.77K), UBS Group AG ($308.09K), and Diversified LLC ($299.09K).

How much institutional selling is happening at iShares CMBS ETF?

Institutional investors have sold a total of 3,782,014 shares in the last 24 months. This volume of shares sold represents approximately $174.98M in transactions.


Related Companies:
This page (NYSEARCA:CMBS) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners
He Is Giving Away Bitcoin
Crypto Swap Profits
Bitcoin Rockets To Record High But Buy THIS Instead
Paradigm Press
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)
Traders Agency
The #1 Crypto for 2024
InvestorPlace
Emergency: Biden's $20 Trillion Mistake Could Cost YOU!
GoldenCrest Metals
Fed launches fourth dollar overhaul
Stansberry Research
Urgent Alert: Biden's IRS Targeting Your Money – Act Fast to Protect It!
American Alternative
1970’s computer coder issues shocking A.I. warning
TradeSmith