Who Owns iShares CMBS ETF (CMBS)?Hedge Fund & Institutional Holders

$48.88-0.28 (-0.58%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.1000000265960003e+289T

% of Float Held

—

QoQ Change in Holders

+9 / -9

Price History

$47.09$47.79$48.49$49.19$49.89Sep 24Jun 25Mar 26

CMBS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Prepared Retirement Institute LLCNew Position+241K+$11.8B
PRUDENTIAL PLCNew Position+194K+$9.0B
UBS Group AGIncreased+104K+$5.1B
SYON CAPITAL LLCIncreased+52K+$2.4B
Heck Capital Advisors, LLCNew Position+22K+$1.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+34K+$1.0B
JONES FINANCIAL COMPANIES LLLPNew Position+36K+$1.0B
Willis Johnson & Associates, Inc.New Position+19K+$924.0M
MMA ASSET MANAGEMENT LLCNew Position+11K+$536.0M
OSAIC HOLDINGS, INC.Increased+19K+$470.2M
Mach-1 Financial Group, LLCNew Position+8K+$409.0M
HANCOCK WHITNEY CORPIncreased+12K+$391.0M
GUIDANCE CAPITAL, INCNew Position+7K+$365.0M
Maia Wealth LLCIncreased+7K+$362.5M
Rosenberg Matthew HamiltonIncreased+5K+$262.6M

CMBS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
State of New Jersey Common Pension Fund DClosed Position-522K-$25.6B
WELLS FARGO & COMPANY/MNDecreased-73K-$5.6B
JANE STREET GROUP, LLCClosed Position-79K-$3.9B
CITADEL ADVISORS LLCClosed Position-17K-$827.6M
OLD MISSION CAPITAL LLCClosed Position-12K-$593.6M
GOLDMAN SACHS GROUP INCClosed Position-11K-$552.3M
Tidal Investments LLCClosed Position-8K-$404.7M
IFP Advisors, IncDecreased-247-$270.6M
GUGGENHEIM CAPITAL LLCDecreased-764-$257.2M
DARK FOREST CAPITAL MANAGEMENT LPClosed Position-5K-$237.9M
Tortoise Investment Management, LLCClosed Position-2K-$81.8M
Rockefeller Capital Management L.P.Decreased-83-$70.6M
Elevated Capital Advisors, LLCDecreased-508-$25.0M
Systelligence, LLCClosed Position-330K-$16.2M
ARVEST INVESTMENTS, INC.Decreased-385-$15.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SYON CAPITAL LLC633,847$31.0B1.55%Share
2UBS Group AG541,908$26.6B0.00%Share
3ARVEST INVESTMENTS, INC.438,194$21.5B3.02%Share
4HANCOCK WHITNEY CORP267,154$13.0B0.23%Share
5BANK OF AMERICA CORP /DE/274,571$13.0B0.00%Share
6Prepared Retirement Institute LLC240,678$11.8B5.94%Share
7PRUDENTIAL PLC194,402$9.0B0.07%Share
8OSAIC HOLDINGS, INC.172,952$8.0B0.01%Share
9WELLS FARGO & COMPANY/MN142,412$6.0B0.00%Share
10AMERIPRISE FINANCIAL INC97,578$4.0B0.00%Share
11SYKON CAPITAL LLC72,936$3.6B1.15%Share
12RAYMOND JAMES FINANCIAL INC81,393$3.0B0.00%Share
13FIRST TRUST ADVISORS LP41,076$2.0B0.00%Share
14FRANKLIN RESOURCES INC44,109$2.0B0.00%Share
15Palogic Value Management, L.P.27,382$1.3B0.56%Share
16Rosenberg Matthew Hamilton24,458$1.2B0.25%Share
17Heck Capital Advisors, LLC21,962$1.1B0.08%Share
18WELLS FARGO & COMPANY/MN26,435$1.0B0.00%Share
19JONES FINANCIAL COMPANIES LLLP35,901$1.0B0.00%Share
20GUGGENHEIM CAPITAL LLC24,856$1.0B0.01%Share
21COMMONWEALTH EQUITY SERVICES, LLC33,716$1.0B0.00%Share
22Willis Johnson & Associates, Inc.18,827$924.0M0.06%Share
23Maia Wealth LLC15,294$755.0M0.13%Share
24TOUNJIAN ADVISORY PARTNERS, LLC12,510$614.0M0.21%Share
25MMA ASSET MANAGEMENT LLC10,927$536.0M0.19%Share
26COMERICA BANK10,871$533.0M0.00%Share
27Visionary Wealth Advisors9,503$466.0M0.02%Share
28Elevated Capital Advisors, LLC8,887$436.0M0.10%Share
29Mach-1 Financial Group, LLC8,338$409.0M0.08%Share
30GUIDANCE CAPITAL, INC7,446$365.0M0.09%Share
31HORIZON FINANCIAL SERVICES, LLC3,283$161.0M0.07%Share
32ST GERMAIN D J CO INC1,613$79.0M0.00%Share
33Wagner Wealth Management, LLC906$44.0M0.01%Share
34MidAtlantic Capital Management, Inc.849$41.0M0.03%Share
35PRIVATE TRUST CO NA848$41.0M0.00%Share
36COMERICA BANK625$30.0M0.00%Share
37Decker Retirement Planning Inc.601$29.0M0.01%Share
38Geneos Wealth Management Inc.540$26.0M0.00%Share
39Strengthening Families & Communities, LLC450$22.0M0.01%Share
40LPL Financial LLC418,164$20.0M0.01%Share
41MORGAN STANLEY306,976$15.0M0.00%Share
42CENTRAL BANK & TRUST CO187,420$9.2M1.42%Share
43US BANCORP \DE\200$9.0M0.00%Share
44Krilogy Financial LLC132,705$6.5M0.22%Share
45AE Wealth Management LLC128,427$6.3M0.04%Share
46Cetera Investment Advisers132,780$6.0M0.01%Share
47SCHMIDT P J INVESTMENT MANAGEMENT INC96,211$4.7M0.77%Share
48Kingdom Financial Group LLC.97$4.0M0.00%Share
49AE Wealth Management LLC80,835$4.0M0.02%Share
50U.S. Capital Wealth Advisors, LLC79,107$3.9M0.10%Share

CMBS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202594$167.8B+31
Q3 202563$180.9B-22
Q2 202585$176.8B-3
Q1 202588$279.0B+7
Q4 202481$6.8T+16
Q3 202465$35.7T+3
Q2 202462$8.9T+3
Q1 202459$958.9T—

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As of Q4 2025, 50 institutional investors hold CMBS (iShares CMBS ETF). The largest holder is SYON CAPITAL LLC with $31.0B in shares. This quarter, 9 institutions opened new positions and 9 closed their positions.

Frequently Asked Questions

How many hedge funds own CMBS?

As of Q4 2025, 50 institutional investors report holding CMBS (iShares CMBS ETF) in their 13F filings.

Who is the largest institutional holder of CMBS?

The largest institutional holder of CMBS is SYON CAPITAL LLC with $31.0B in shares.

Is institutional ownership of CMBS increasing or decreasing?

This quarter, 9 institutions opened new positions in CMBS and 9 closed their positions.