ISHARES TR (CMBS) is held by 37 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is UBS Group AG as of Q2 2026.

Are institutions buying or selling CMBS?

In Q2 2026, 19 institutions opened or increased positions in ISHARES TR while 19 reduced or exited — a balanced quarter.

What is the Smart Money Verdict on CMBS?

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 Q2 2026, the institutional leg showed balanced flow: 19 buying versus 19 selling.

How many hedge funds hold CMBS?

37 institutional investors report holding ISHARES TR (CMBS) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into CMBS?

As of Q2 2026, tracked institutions in ISHARES TR show 19 buyers versus 19 sellers — balanced flow.

ISHARES TR

CMBS·46429B366·US·ETF·Unknown - Unknown

Holders

(3 Elite)

$227.6M

Total Value

50% (38)

Consensus

19 buying - 19 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 37 funds

3 elite

Who's Trading

Source dates: Price Sep 22, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CMBS.

Checking access…

	Action
UBS Group AG	Decreased	1.5M(-11.3%)	$71.5M	0.0%	+0.56%	0
AE Wealth Management LLC	Increased	575,306(+9.9%)	$28M	0.1%	+5.60%	38
PRUDENTIAL PLC	Increased	427,295(+138.0%)	$20.8M	0.1%	-1.32%	55
LPL Financial LLC	Decreased	426,140(-18.2%)	$20.7M	0.0%	+1.97%	0
MORGAN STANLEY	Increased	271,168(+9.8%)	$13.2M	0.0%	+7.28%	31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	226,208(-26.4%)	$11M	0.0%	-0.87%	0
WELLS FARGO & COMPANY/MN	Increased	189,251(+0.4%)	$9.2M	0.0%	+8.89%	28
Cetera Investment Advisers	Increased	163,077(+6.3%)	$7.9M	0.0%	+0.35%	29
BANK OF AMERICA CORP /DE/	Decreased	153,445(-5.0%)	$7.5M	0.0%	+6.07%	0
RAYMOND JAMES FINANCIAL INC	Increased	137,709(+22.2%)	$6.7M	0.0%	+1.54%	33
OSAIC HOLDINGS, INC.	Decreased	120,322(-30.4%)	$5.9M	0.0%	+6.84%	0
AMERIPRISE FINANCIAL INC	Decreased	89,253(-5.0%)	$4.3M	0.0%	+4.14%	0
Pathstone Holdings, LLC	Decreased	62,228(-0.1%)	$3M	0.0%	+11.10%	0
FRANKLIN RESOURCES INC	Increased	57,370(+11.1%)	$2.8M	0.0%	+7.46%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	48,362(+1.4%)	$2.4M	0.0%	+4.10%	26
JONES FINANCIAL COMPANIES LLLP	Increased	40,041(+0.8%)	$2M	0.0%	+1.74%	26
JANE STREET GROUP, LLC	Increased	38,800(+42.4%)	$1.9M	0.0%	-1.06%	35
CITADEL ADVISORS LLC	Decreased	37,816(-52.6%)	$1.8M	0.0%	-0.84%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	29,523(-12.3%)	$1.4M	0.0%	+11.24%	0
FIRST TRUST ADVISORS LP	Increased	28,764(+1.1%)	$1.4M	0.0%	+5.38%	26

Showing 1-20 of 43

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CMBSISHARES TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

ISHARES TR

Smart Money Verdict

Who's Trading

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