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iShares CMBS ETF (CMBS) Institutional Ownership

iShares CMBS ETF logo
$47.45 -0.14 (-0.29%)
Closing price 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)
59
Total
Institutional Inflows
(last 12 months)
$90.15M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$27.59M
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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
9/23/2026 Envestnet Asset Management Inc.48,362$2.35M0.0%+1.4%0.499%
9/9/2026 Palogic Value Management L.P.26,503$1.29M0.3%-3.2%0.270%
9/9/2026 Insight Wealth Partners LLC52,683$2.56M0.3%-25.6%0.538%
9/9/2026 IFP Advisors Inc7,869$383K0.0%+42.3%0.080%
9/2/2026 Citadel Advisors LLC37,816$1.84M0.0%-52.6%0.386%
8/23/2026 Hyundai Investments Co. Ltd.15,694$765K0.8%+77.9%0.160%
8/22/2026 Rogco LP889$43K0.0%N/A0.009%
8/22/2026 Syon Capital LLC411,146$20.00M0.9%-22.1%4.195%
7/10/2026 Heck Capital Advisors LLC12,764$621K0.0%-46.1%0.130%
7/10/2026 Wealthcare Advisory Partners LLC6,485$315K0.0%+3.4%0.066%
7/7/2026 City Center Advisors LLC11,547$562K0.5%+13.6%0.118%
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%
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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%
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%
1/23/2026U.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%
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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%


CMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 100 institutional investors and hedge funds held shares of iShares CMBS ETF. The most heavily invested institutionals were 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), Syon Capital LLC ($20.00M), and Hancock Whitney Corp ($12.61M).Learn more on iShares CMBS ETF's institutional investors.

Of the 92 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 1,837,465 shares in the last 24 months. This purchase volume represents approximately $90.15M in transactions.

Of the 29 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: Bank of America Corp DE ($132.97K), Syon Capital LLC ($116.51K), Wells Fargo & Company MN ($72.87K), Krilogy Financial LLC ($60.54K), Citadel Advisors LLC ($42.04K), Insight Wealth Partners LLC ($18.17K), and Columbus Macro LLC ($16.89K).

Institutional investors have sold a total of 565,376 shares in the last 24 months. This volume of shares sold represents approximately $27.59M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CMBS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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