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iShares CMBS ETF (CMBS) Institutional Ownership

iShares CMBS ETF logo
$48.69 -0.07 (-0.14%)
As of 03:37 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)
$150.65M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$54.24M
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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
8/12/2025Franklin Resources Inc.47,359$2.31M0.0%+8.0%0.512%
8/12/2025JPMorgan Chase & Co.7,091$345K0.0%+40.0%0.077%
8/12/2025Horizon Financial Services LLC4,596$224K0.1%-17.1%0.050%
8/11/2025Kingdom Financial Group LLC.4,597$224K0.2%N/A0.049%
8/11/2025Sykon Capital LLC76,351$3.72M1.4%+5.8%0.808%
8/8/2025 Tortoise Investment Management LLC13,332$650K0.1%-96.0%0.141%
8/8/2025 Avantax Advisory Services Inc.47,079$2.29M0.0%+25.2%0.498%
8/8/2025 Cetera Investment Advisers23,556$1.15M0.0%+34.7%0.249%
8/7/2025 Nwam LLC4,151$201K0.0%N/A0.044%
8/6/2025 AE Wealth Management LLC397,979$19.39M0.1%+6.4%4.211%
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8/5/2025 MMA Asset Management LLC10,099$492K0.2%N/A0.107%
8/5/2025 TIAA Trust National Association41,898$2.04M0.0%N/A0.443%
8/1/2025 Advisory Alpha LLC32,661$1.59M0.0%-19.6%0.346%
8/1/2025 Schmidt P J Investment Management Inc.91,204$4.44M0.8%N/A0.965%
8/1/2025 Envestnet Asset Management Inc.71,881$3.50M0.0%+122.7%0.761%
7/31/2025 Insight Wealth Partners LLC53,573$2.61M1.0%+2.9%0.567%
7/30/2025 Cullen Frost Bankers Inc.6,278$306K0.0%+4.8%0.066%
7/29/2025 Systelligence LLC165,931$8.08M1.5%+34.7%1.756%
7/28/2025 Rosenberg Matthew Hamilton16,084$784K0.2%-8.9%0.170%
7/25/2025 Envestnet Portfolio Solutions Inc.17,723$863K0.0%-17.4%0.188%
7/23/2025 Columbus Macro LLC23,432$1.14M0.1%+25.8%0.248%
7/18/2025 Truist Financial Corp4,719$230K0.0%N/A0.050%
7/17/2025 Prepared Retirement Institute LLC156,402$7.62M4.5%+160.4%1.655%
7/14/2025 Ridgewood Investments LLC8,228$401K0.2%-5.2%0.087%
7/14/2025 U.S. Capital Wealth Advisors LLC54,023$2.63M0.1%-15.1%0.572%
7/10/2025 Community Trust & Investment Co.16,322$795K0.0%N/A0.174%
7/9/2025 Krilogy Financial LLC128,503$6.26M0.4%-5.4%1.367%
7/9/2025 Central Bank & Trust Co.182,706$8.90M1.5%-6.0%1.944%
7/3/2025 Arvest Investments Inc.442,161$21.54M3.2%-0.6%4.806%
7/3/2025 City Center Advisors LLC5,767$281K0.3%+10.3%0.063%
5/19/2025Jane Street Group LLC35,391$1.70M0.0%+19.2%0.395%
5/19/2025 Advisory Alpha LLC40,607$1.95M0.1%-3.4%0.454%
5/19/2025 Palogic Value Management L.P.23,830$1.14M0.5%+3.0%0.266%
5/16/2025Coppell Advisory Solutions LLC28,408$1.36M0.1%+17,117.0%0.317%
5/16/2025Jones Financial Companies Lllp534,735$25.67M0.0%+4,842.6%6.008%
5/16/2025Hancock Whitney Corp219,110$10.52M0.3%N/A2.462%
5/15/2025 Insight Wealth Partners LLC52,073$2.50M0.4%+0.6%0.585%
5/15/2025 Palogic Value Management L.P.23,830$1.14M0.5%+3.0%0.268%
5/15/2025OLD Mission Capital LLC9,394$451K0.0%N/A0.106%
5/15/2025 Tortoise Investment Management LLC329,848$15.83M1.6%-4.3%3.706%
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5/14/2025Comerica Bank13,205$634K0.0%+3.3%0.148%
5/14/2025Flow Traders U.S. LLC23,206$1.11M0.0%+53.6%0.261%
5/13/2025HighTower Advisors LLC110,940$5.33M0.0%+52.1%1.247%
5/7/2025 Ridgewood Investments LLC8,675$416K0.2%-6.2%0.097%
5/7/2025LPL Financial LLC204,474$9.82M0.0%+177.5%2.297%
5/6/2025 Cetera Investment Advisers17,483$839K0.0%+40.1%0.196%
5/6/2025 Avantax Advisory Services Inc.37,612$1.81M0.0%N/A0.423%
5/6/2025 AE Wealth Management LLC374,007$17.95M0.2%+6.6%4.202%
5/6/2025 Boyd Watterson Asset Management LLC OH580$28K0.0%N/A0.007%
5/2/2025 Cullen Frost Bankers Inc.5,990$288K0.0%+7.3%0.067%
5/2/2025 Prepared Retirement Institute LLC60,069$2.88M1.8%N/A0.675%
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%
4/28/2025Horizon 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%
2/17/2025 Cetera 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%
2/12/2025Horizon 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%
2/11/2025 TIAA 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%
2/11/2025 Palogic 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%
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2/10/2025 Commonwealth Equity Services LLC30,906$1.46M0.0%+2.9%0.351%
2/7/2025HighTower Advisors LLC72,940$3.44M0.0%+15.5%0.829%
2/7/2025 Tortoise 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%
2/6/2025 Cullen 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%
2/4/2025 IFP 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%
(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, 92 institutional investors and hedge funds held shares of iShares CMBS ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($25.67M), State of New Jersey Common Pension Fund D ($25.54M), Arvest Investments Inc. ($21.54M), Pathstone Family Office LLC ($21.16M), AE Wealth Management LLC ($19.39M), UBS Group AG ($17.65M), and Pathstone Holdings LLC ($15.55M).Learn more on iShares CMBS ETF's institutional investors.

Which institutional investors have been buying iShares CMBS ETF's stock?

Of the 83 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: Jones Financial Companies Lllp ($524.75K), ST Germain D J Co. Inc. ($487.58K), Arvest Investments Inc. ($476.69K), Horizon Financial Services LLC ($267.57K), State of New Jersey Common Pension Fund D ($260.52K), Redhawk Wealth Advisors Inc. ($228.04K), and Hancock Whitney Corp ($219.11K).

How much institutional buying is happening at iShares CMBS ETF?

Institutional investors have bought a total of 3,135,689 shares in the last 24 months. This purchase volume represents approximately $150.65M in transactions.

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

Of the 25 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: Pathstone Holdings LLC ($398.96K), Tortoise Investment Management LLC ($331.22K), TIAA Trust National Association ($220.66K), Advisory Alpha LLC ($39.29K), Jane Street Group LLC ($30.27K), Central Bank & Trust Co. ($25.00K), and Envestnet Portfolio Solutions Inc. ($17.88K).

How much institutional selling is happening at iShares CMBS ETF?

Institutional investors have sold a total of 1,135,684 shares in the last 24 months. This volume of shares sold represents approximately $54.24M in transactions.


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This page (NYSEARCA:CMBS) was last updated on 8/12/2025 by MarketBeat.com Staff
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