iShares CMBS ETFCMBSETF
13F holders, Q1 2026 (March 31)92holders −2
10new positions
12sold out
1famous investor
$48.74avg. 13F price*
At the end of Q1 2026, 92 institutions reported holding iShares CMBS ETF (CMBS) in their 13F filings, down 2 from Q4 2025. 10 opened new positions and 12 sold out. The largest holders were UBS Group AG ($80.7M), Syon Capital LLC ($25.7M) and AE Wealth Management LLC ($25.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares CMBS ETF
- CUSIP
- 46429B366
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $12.1M |
| Exits | 12 | $7.8M |
All 13F filers, Q4 2025 → Q1 2026: 1,896,484 shares bought and 686,203 shares sold, net +1,210,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| UBS Group AG | 0.01% | Add +205.8% | 1,657,049 | $80.7M |
| Syon Capital LLC | 1.29% | Reduce -16.8% | 527,656 | $25.7M |
| AE Wealth Management LLC | 0.14% | Add +6.7% | 523,579 | $25.5M |
| LPL Financial LLC | 0.01% | Add +24.6% | 521,012 | $25.4M |
| Arvest Investments, Inc. | 3.09% | Add +6.2% | 465,122 | $22.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +359.4% | 307,513 | $15.0M |
| Hancock Whitney Corp. | 0.24% | Add +7.0% | 287,723 | $14.1M |
| Prepared Retirement Institute LLC | 6.21% | Add +6.7% | 256,714 | $12.5M |
| Morgan Stanley | 0.00% | Reduce -19.6% | 246,959 | $12.0M |
| Central Bank & Trust Co. | 1.48% | Add +3.0% | 193,075 | $9.4M |
| Wells Fargo & Company | 0.00% | Add +2.8% | 188,474 | $9.2M |
| Prudential PLC | 0.07% | Reduce -7.7% | 179,528 | $8.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.2% | 172,966 | $8.4M |
| Bank of America Corp. | 0.00% | Reduce -45.2% | 161,478 | $7.9M |
| Cetera Investment Advisers | 0.01% | Add +15.5% | 153,411 | $7.5M |
| Raymond James Financial Inc. | 0.00% | Add +5.1% | 112,689 | $5.5M |
| Schmidt P J Investment Management Inc. | 0.79% | Reduce -0.3% | 95,881 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 93,994 | $4.6M |
| Citadel Advisors | 0.00% | New | 79,859 | $3.9M |
| Krilogy Financial LLC | 0.11% | Reduce -45.6% | 72,165 | $3.5M |
| Sykon Capital LLC | 1.17% | Reduce -1.3% | 72,009 | $3.5M |
| Insight Wealth Partners, LLC | 1.40% | Add +6.7% | 70,853 | $3.5M |
| Ocean Park Asset Management, LLC | 0.18% | No change | 63,286 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.5% | 62,277 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 62,185 | $3.0M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 61,903 | $3.0M |
| Franklin Resources Inc. | 0.00% | Add +8.1% | 51,654 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.1% | 47,684 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 41,523 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +10.7% | 39,740 | $1.9M |
| Guidance Capital, Inc. | 0.38% | Add +373.1% | 35,231 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.2% | 33,650 | $1.6M |
| Ethos Capital Management, Inc. | 1.22% | Reduce -14.2% | 29,066 | $1.4M |
| First Trust Advisors LP | 0.00% | Reduce -30.7% | 28,453 | $1.4M |
| Rosenberg Matthew Hamilton | 0.27% | Add +12.2% | 27,434 | $1.3M |
| Palogic Value Management, L.P. | 0.59% | No change | 27,382 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 27,257 | $1.3M |
| Heck Capital Advisors, LLC | 0.09% | Add +7.9% | 23,691 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -15.7% | 20,957 | $1.0M |
| Maia Wealth LLC | 0.17% | Add +31.9% | 20,174 | $983K |
| Flow Traders U.S. LLC | 0.03% | New | 18,371 | $895K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -4.1% | 18,057 | $880K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -1.3% | 16,260 | $793K |
| Advisory Alpha, LLC | 0.02% | Reduce -25.3% | 15,546 | $758K |
| Cogent Private Wealth, Inc. | 0.50% | No change | 14,152 | $690K |
| Mma Asset Management LLC | 0.22% | Add +17.6% | 12,846 | $626K |
| &partners | 0.00% | Reduce -26.2% | 12,779 | $623K |
| Fifth Third Bancorp | 0.00% | New | 12,522 | $610K |
| Tounjian Advisory Partners, LLC | 0.21% | Reduce -2.6% | 12,186 | $594K |
| Bank of New York Mellon Corp | 0.00% | Add +82.4% | 10,746 | $524K |
| City Center Advisors, LLC | 0.46% | Add +6.1% | 10,167 | $495K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.1% | 9,567 | $466K |
| Visionary Wealth Advisors | 0.02% | Reduce -0.2% | 9,485 | $462K |
| Columbus Macro, LLC | 0.05% | Reduce -41.1% | 9,147 | $446K |
| Hyundai Investments Co., Ltd. | 0.49% | Reduce -24.8% | 8,824 | $431K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -10.7% | 7,933 | $387K |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 7,053 | $344K |
| Ridgewood Investments LLC | 0.14% | — | 6,907 | $337K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -10.0% | 6,271 | $306K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -42.5% | 6,038 | $294K |
| IFP Advisors, Inc | 0.01% | Add +5.0% | 5,528 | $269K |
| Truist Financial Corp. | 0.00% | New | 4,897 | $239K |
| Quantinno Capital Management LP | 0.00% | Reduce -26.6% | 4,519 | $220K |
| JPMorgan Chase & Co. | 0.00% | Reduce -58.5% | 3,510 | $171K |
| MAI Capital Management | 0.00% | No change | 2,900 | $141K |
| Horizon Financial Services, LLC | 0.05% | Reduce -27.4% | 2,385 | $116K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,613 | $79K |
| Tiaa Trust, National Association | 0.00% | Reduce -97.7% | 1,549 | $75K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.7% | 1,487 | $72K |
| FMR LLC | 0.00% | Add +20.6% | 1,122 | $55K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 993 | $48K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 993 | $48K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.6% | 911 | $44K |
| Private Trust Co. NA | 0.00% | No change | 848 | $41K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 825 | $40K |
| Capital Analysts, LLC | 0.00% | No change | 677 | $33K |
| Decker Retirement Planning Inc. | 0.01% | No change | 601 | $29K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.6% | 543 | $26K |
| Strengthening Families & Communities, LLC | 0.01% | Add +0.7% | 453 | $22K |
| National Bank of Canada | 0.00% | No change | 441 | $21K |
| Bogart Wealth, LLC | 0.00% | No change | 306 | $15K |
| Signature Equity Partners, LLC | 0.01% | Add +0.3% | 298 | $15K |
| US Bancorp \de | 0.00% | No change | 200 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +881.3% | 157 | $8K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 136 | $7K |
| Farther Finance Advisors, LLC | 0.00% | New | 92 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 75 | $4K |
| Qube Research & Technologies Ltd | 0.00% | No change | 46 | $2K |
| IMG Wealth Management, Inc. | 0.00% | No change | 32 | $2K |
| Arax Advisory Partners | 0.00% | Add +215.4% | 41 | $976 |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -99.9% | 5 | $237 |
| Spurstone Advisory Services, LLC | 0.00% | No change | 2 | $97 |
"% of holder's portfolio" is CMBS's weight in each manager's 13F, not the share of iShares CMBS ETF the manager owns.