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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc, Bank Of America Corp, Syon Capital Llc, Citadel Advisors Llc, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +5,039 | +2.7% | 188,474 | $9.18M | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Sell | -132,974 | -45.2% | 161,478 | $7.87M | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Sell | -219 | -1.3% | 16,260 | $792.84K | Q1 2026 | May 18, 2026 |
| Citadel Advisors Llc | Buy | +79,859 | — | 79,859 | $3.89M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +62,185 | — | 62,185 | $3.03M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -60,018 | -19.6% | 246,959 | $12.03M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +41,523 | — | 41,523 | $2.02M | Q1 2026 | May 15, 2026 |
| Hancock Whitney Corp | Buy | +18,775 | +7.0% | 287,723 | $14.06M | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +18,371 | — | 18,371 | $895.00K | Q1 2026 | May 15, 2026 |
| &Partners | Sell | -4,540 | -26.2% | 12,779 | $622.71K | Q1 2026 | May 15, 2026 |
| Guggenheim Capital Llc | Sell | -3,899 | -15.7% | 20,957 | $1.02M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +3,839 | +10.7% | 39,740 | $1.93M | Q1 2026 | May 15, 2026 |
| Hyundai Investments Co., Ltd. | Sell | -2,907 | -24.8% | 8,824 | $430.61K | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management Lp | Sell | -1,636 | -26.6% | 4,519 | $220.21K | Q1 2026 | May 15, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +993 | — | 993 | $48.39K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -305 | -0.2% | 172,966 | $8.43M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +192 | +20.6% | 1,122 | $54.68K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -24 | -0.3% | 7,053 | $344.00K | Q1 2026 | May 15, 2026 |
| Prudential Plc | Sell | -14,874 | -7.7% | 179,528 | $8.75M | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +5,473 | +5.1% | 112,689 | $5.49M | Q1 2026 | May 14, 2026 |
| Advisory Alpha, Llc | Sell | -5,258 | -25.3% | 15,546 | $757.56K | Q1 2026 | May 14, 2026 |
| Insight Wealth Partners, Llc | Buy | +4,456 | +6.7% | 70,853 | $3.45M | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +131 | +9.7% | 1,487 | $72.49K | Q1 2026 | May 14, 2026 |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | Buy | +240,568 | +359.4% | 307,513 | $14.99M | Q1 2026 | May 13, 2026 |
| Syon Capital Llc | Sell | -106,191 | -16.8% | 527,656 | $25.71M | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Buy | +33,033 | +6.7% | 523,579 | $25.51M | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +20,631 | +15.5% | 153,411 | $7.48M | Q1 2026 | May 13, 2026 |
| First Trust Advisors Lp | Sell | -12,623 | -30.7% | 28,453 | $1.39M | Q1 2026 | May 13, 2026 |
| Franklin Resources Inc | Buy | +3,850 | +8.1% | 51,654 | $2.52M | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | Buy | +28 | +215.4% | 41 | $976.00 | Q1 2026 | May 13, 2026 |
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.