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iShares CMBS ETF (CMBS) Institutional Ownership

iShares CMBS ETF logo
$47.47
+0.26 (+0.55%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares CMBS ETF (NYSEARCA:CMBS)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$81.38M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$34.83M
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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
11/4/2024Arvest Investments Inc.441,921$21.62M3.3%+0.9%5.022%
11/4/2024State of New Jersey Common Pension Fund D521,932$25.54M0.1%+40.3%5.931%
10/31/2024 LGT Financial Advisors LLC988$48K0.1%-81.1%0.011%
10/30/2024 Central Bank & Trust Co.197,116$9.65M1.3%+13.3%2.240%
10/29/2024 Farther Finance Advisors LLC1,597$78K0.0%N/A0.018%
10/28/2024 Rosenberg Matthew Hamilton12,929$633K0.2%+25.8%0.147%
10/28/2024 Goldstone Financial Group LLC23,635$1.16M0.2%N/A0.269%
10/22/2024 Elevated Capital Advisors LLC5,288$259K0.1%N/A0.060%
10/19/2024Columbus Macro LLC11,409$554K0.2%N/A0.130%
10/18/2024ST Germain D J Co. Inc.2,061$101K0.0%-57.4%0.023%
10/17/2024LexAurum Advisors LLC5,340$261K0.1%+5.5%0.061%
10/11/2024 Redhawk Wealth Advisors Inc.228,037$11.16M1.6%N/A2.591%
8/22/2024Cetera Investment Advisers47,560$2.23M0.0%+7.3%0.540%
8/21/2024Advisory Alpha LLC45,920$2.16M0.1%+3.5%0.522%
8/15/2024Dark Forest Capital Management LP9,714$456K0.1%N/A0.110%
8/13/2024AE Wealth Management LLC330,697$15.53M0.2%+16.5%3.758%
8/8/2024Sykon Capital LLC49,354$2.32M0.9%-23.3%0.561%
8/8/2024State of New Jersey Common Pension Fund D371,932$17.46M0.1%-32.4%4.227%
8/6/2024Cullen Frost Bankers Inc.1,654$78K0.0%+43.6%0.019%
8/5/2024 LGT Financial Advisors LLC5,237$246K0.5%-87.7%0.060%
8/2/2024Strategy Asset Managers LLC13,332$611K0.1%N/A0.152%
8/2/2024Tortoise Investment Management LLC341,610$16.04M1.8%+1.7%3.882%
8/1/2024Laidlaw Wealth Management LLC35,035$1.65M0.9%+10.2%0.398%
8/1/2024TIAA Trust National Association168,601$7.92M0.0%+64.3%1.916%
8/1/2024 Willis Johnson & Associates Inc.19,377$910K0.1%+12.2%0.220%
7/31/2024Commonwealth Equity Services LLC30,031$1.41M0.0%+1.3%0.341%
7/29/2024 Ridgewood Investments LLC11,699$549K0.4%-2.1%0.133%
7/27/2024 Rosenberg Matthew Hamilton10,278$479K0.1%+154.7%0.117%
7/22/2024 Centennial Wealth Advisory LLC13,184$619K0.3%+1.9%0.150%
7/22/2024 Krilogy Financial LLC133,918$6.29M0.5%-15.8%1.522%
7/19/2024 Central Bank & Trust Co.174,044$8.17M1.1%+4.5%1.978%
7/19/2024 Hoxton Planning & Management LLC7,778$365K0.2%N/A0.088%
7/18/2024 Gradient Investments LLC1,978$93K0.0%+356.8%0.022%
7/18/2024Insight Wealth Partners LLC44,439$2.09M0.4%-0.9%0.505%
7/16/2024 Envestnet Portfolio Solutions Inc.35,285$1.66M0.0%+16.4%0.401%
7/10/2024Csenge Advisory Group5,358$252K0.0%+9.5%0.061%
5/24/2024Cetera Advisors LLC37,854$1.78M0.0%+4.8%0.430%
5/24/2024Cetera Investment Advisers44,319$2.09M0.0%N/A0.504%
5/17/2024Comerica Bank13,239$624K0.0%-6.9%0.150%
5/17/2024Tidal Investments LLC11,721$552K0.0%+15.8%0.133%
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5/10/2024TIAA Trust National Association102,614$4.83M0.0%N/A1.166%
5/6/2024 Envestnet Portfolio Solutions Inc.30,315$1.43M0.0%+6.9%0.344%
5/6/2024Advisory Alpha LLC44,373$2.09M0.1%+80.6%0.504%
5/4/2024Csenge Advisory Group4,894$230K0.0%N/A0.052%
4/26/2024Horizon Financial Services LLC7,027$331K0.2%N/A0.075%
4/24/2024 Leavell Investment Management Inc.5,177$244K0.0%-6.3%0.055%
4/24/2024 Krilogy 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%
4/19/2024Arvest Investments Inc.464,813$21.89M3.5%+2.1%4.971%
4/12/2024 Fermata Advisors LLC19,572$922K0.2%-87.0%0.201%
4/11/2024 Central Bank & Trust Co.166,480$7.84M1.1%+20.9%1.707%
4/10/2024LexAurum 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%
2/7/2024 Envestnet Portfolio Solutions Inc.28,365$1.33M0.0%-2.8%0.291%
2/6/2024 Lincoln 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%
2/1/2024 Element 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%
1/26/2024 Krilogy Financial LLC157,655$7.38M0.6%-43.3%1.617%
1/24/2024Arvest Investments Inc.455,149$21.30M3.5%N/A4.668%
1/23/2024Advisory Alpha LLC24,564$1.15M0.1%-27.6%0.252%
1/23/2024 Leavell 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%
1/9/2024 Central 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%
11/13/2023 Envestnet 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%
11/1/2023 Krilogy 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%
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10/24/2023Raymond James Financial Services Advisors Inc.7,982$360K0.0%+3.9%0.082%
10/24/2023Raymond 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%
10/23/2023ST Germain D J Co. Inc.449,024$20.22M1.1%-7.9%4.605%
10/20/2023 Schmidt 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%
10/16/2023 Leavell Investment Management Inc.5,862$264K0.0%+26.8%0.060%
10/16/2023Kingdom Financial Group LLC.5,911$266K0.3%N/A0.061%
10/12/2023Wealthcare Advisory Partners LLC10,406$469K0.0%-7.3%0.107%
(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, 81 institutional investors and hedge funds held shares of iShares CMBS ETF. The most heavily invested institutionals were Jane Street Group LLC ($50.39M), State of New Jersey Common Pension Fund D ($25.54M), Arvest Investments Inc. ($21.62M), Pathstone Family Office LLC ($21.16M), UBS Group AG ($17.65M), Tortoise Investment Management LLC ($16.04M), and AE Wealth Management LLC ($15.53M).Learn more on CMBS's institutional investors.

Which institutional investors have been buying iShares CMBS ETF stock?

Of the 62 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: ST Germain D J Co. Inc. ($525.91K), Arvest Investments Inc. ($468.73K), Diversified LLC ($306.02K), Krilogy Financial LLC ($279.56K), State of New Jersey Common Pension Fund D ($260.52K), Redhawk Wealth Advisors Inc. ($228.04K), and Central Bank & Trust Co. ($197.08K).

How much institutional buying is happening at iShares CMBS ETF?

Institutional investors have bought a total of 3,401,695 shares in the last 24 months. This purchase volume represents approximately $158.21M in transactions.

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

Of the 47 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), Diversified LLC ($299.09K), and UBS Group AG ($263.87K).

How much institutional selling is happening at iShares CMBS ETF?

Institutional investors have sold a total of 3,675,289 shares in the last 24 months. This volume of shares sold represents approximately $169.21M in transactions.


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This page (NYSEARCA:CMBS) was last updated on 11/5/2024 by MarketBeat.com Staff
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