ISHARES CMBS ETF (CMBS) Institutional Ownership Changes & 13F Activity

ISHARES CMBS ETF (CMBS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Prudential Plc, Ubs Group Ag, Syon Capital Llc, Ameriprise Financial Inc, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Palogic Value Management, L.P.Sell-879-3.2%26,503$1.29MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-42,043-52.6%37,816$1.84MQ2 2026Sep 02, 2026
Prudential PlcBuy+247,767+138.0%427,295$20.79MQ2 2026Aug 14, 2026
Syon Capital LlcSell-116,510-22.1%411,146$20.00MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+89,25389,253$4.34MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-52,644-30.4%120,322$5.85MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+25,020+22.2%137,709$6.70MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-12,114-65.9%6,257$304.00KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+11,543+42.3%38,800$1.89MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+8,1648,164$397.00KQ2 2026Aug 14, 2026
Bank Of America CorpSell-8,033-5.0%153,445$7.47MQ2 2026Aug 14, 2026
Hancock Whitney CorpSell-7,169-2.5%280,554$13.65MQ2 2026Aug 14, 2026
Hyundai Investments Co., Ltd.Buy+6,870+77.9%15,694$764.67KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-1,938-27.5%5,115$249.00KQ2 2026Aug 14, 2026
&PartnersBuy+1,918+15.0%14,697$714.99KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+777+0.4%189,251$9.21MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+301+0.8%40,041$1.95MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+55$222.00Q2 2026Aug 14, 2026
Ubs Group AgSell-187,101-11.3%1,469,948$71.51MQ2 2026Aug 13, 2026
Morgan StanleyBuy+24,209+9.8%271,168$13.19MQ2 2026Aug 13, 2026
Willis Johnson & Associates, Inc.Sell-1,811-10.0%16,246$790.37KQ2 2026Aug 13, 2026
Arete Wealth Advisors, LlcBuy+1,301+8.0%17,561$854.34KQ2 2026Aug 13, 2026
Fmr LlcBuy+471+42.0%1,593$77.50KQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsSell-230-2.4%9,255$450.26KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+119+8.0%1,606$78.17KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+9,666+6.3%163,077$7.93MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+2,3712,371$115.52KQ2 2026Aug 12, 2026
Guggenheim Capital LlcSell-2,246-10.7%18,711$910.29KQ2 2026Aug 12, 2026
Advisory Alpha, LlcSell-1,337-8.6%14,209$691.27KQ2 2026Aug 11, 2026
First Trust Advisors LpBuy+311+1.1%28,764$1.40MQ2 2026Aug 11, 2026
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Frequently asked questions about CMBS activity

  • Which institutional owners are buying CMBS?

    Institutional owners buying CMBS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CMBS activity?

    "Buy" means an investor increased their reported position in CMBS compared to the prior reporting period. This reflects growing exposure to ISHARES CMBS ETF (CMBS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CMBS increasing?

    Institutional interest in CMBS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.