CMBS ISHARES TR: institutional ownership and insider trading

95 funds reported holding $343M of ISHARES TR in their latest 13F filings; in Q2 2026 funds net sold $20.2M, with 7 new positions and 9 funds selling out.

Famous investors holding CMBS

Largest institutional holders of CMBS

  1. UBS Group AG (UBS) — $71.5M
  2. AE Wealth Management LLC — $28.0M
  3. ARVEST INVESTMENTS, INC. — $24.7M
  4. PRUDENTIAL PLC — $20.8M
  5. LPL Financial LLC — $20.7M
  6. SYON CAPITAL LLC — $20.0M
  7. HANCOCK WHITNEY CORP (HWC, HWCPZ) — $13.6M
  8. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $13.2M
  9. Prepared Retirement Institute LLC — $12.7M
  10. UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC — $11.0M

Who owns the most CMBS stock?

The largest institutional holders of ISHARES TR in the latest 13F filings are UBS Group AG (UBS) ($71.5M), AE Wealth Management LLC ($28.0M), ARVEST INVESTMENTS, INC. ($24.7M).

Which famous investors own CMBS?

Ken Griffin.

All CMBS 13F holders