Question 1

Who owns CMBS?

Accepted Answer

ISHARES TR (CMBS) is held by 41 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is UBS Group AG as of Q1 2026.

Question 2

Are institutions buying or selling CMBS?

Accepted Answer

In Q1 2026, 19 institutions opened or increased positions in ISHARES TR while 20 reduced or exited — a net selling quarter.

Question 3

What is the Smart Money Verdict on CMBS?

Accepted Answer

HoldingsIntel scores ISHARES TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 2 of the 4 carrying data for CMBS. In Q1 2026, the institutional leg showed net outflows: 19 buying versus 20 selling.

Question 4

How many hedge funds hold CMBS?

Accepted Answer

41 institutional investors report holding ISHARES TR (CMBS) as of Q1 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into CMBS?

Accepted Answer

As of Q1 2026, tracked institutions in ISHARES TR show 19 buyers versus 20 sellers — net outflows.

Question 6

Are Congress members and hedge funds both buying CMBS?

Accepted Answer

Yes — in the latest quarter, 1 members of Congress and 19 institutional investors bought ISHARES TR. HoldingsIntel cross-checks STOCK Act disclosures against 13F filings to surface these overlaps.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	Increased	1.7M(+205.8%)	$80.7M	0.0%	+1.83%	48
AE Wealth Management LLC	Increased	523,579(+6.7%)	$25.5M	0.1%	+7.70%	37
LPL Financial LLC	Increased	521,012(+24.6%)	$25.4M	0.0%	+3.26%	35
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	307,513(+359.4%)	$15M	0.0%	+0.38%	45
MORGAN STANLEY	Decreased	246,959(-19.6%)	$12M	0.0%	+9.60%	0
WELLS FARGO & COMPANY/MN	Increased	188,474(+2.8%)	$9.2M	0.0%	+10.31%	28
PRUDENTIAL PLC	Decreased	179,528(-7.7%)	$8.7M	0.1%	+0.28%	0
OSAIC HOLDINGS, INC.	Decreased	172,966(-0.2%)	$8.4M	0.0%	+8.19%	0
BANK OF AMERICA CORP /DE/	Decreased	161,478(-45.2%)	$7.9M	0.0%	+7.40%	0
Cetera Investment Advisers	Increased	153,411(+15.5%)	$7.5M	0.0%	+1.75%	32
RAYMOND JAMES FINANCIAL INC	Increased	112,689(+5.1%)	$5.5M	0.0%	+3.55%	28
AMERIPRISE FINANCIAL INC	Decreased	93,994(-3.7%)	$4.6M	0.0%	+5.46%	0
CITADEL ADVISORS LLC	New	79,859	$3.9M	0.0%	+0.41%	37
Pathstone Holdings, LLC	Decreased	62,277(-0.5%)	$3M	0.0%	+12.50%	0
GOLDMAN SACHS GROUP INC	New	62,185	$3M	0.0%	+0.41%	37
FRANKLIN RESOURCES INC	Increased	51,654(+8.1%)	$2.5M	0.0%	+9.93%	28
ENVESTNET ASSET MANAGEMENT INC	Decreased	47,684(-28.1%)	$2.3M	0.0%	+5.50%	0
Beacon Pointe Advisors, LLC	New	41,523	$2M	0.0%	+0.41%	36
JONES FINANCIAL COMPANIES LLLP	Increased	39,740(+10.7%)	$1.9M	0.0%	+3.05%	29
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	33,650(-0.2%)	$1.6M	0.0%	+12.65%	0

ISHARES TR

Smart Money Verdict

Who's Trading

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ISHARES TR

Smart Money Verdict

Who's Trading

Top Holders

Continue exploring

Other Unknown stocks held by institutions