iShares CMBS ETF
CMBS
58 hedge funds and large institutions have $200M invested in iShares CMBS ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
7% more funds holding
Funds holding: 54 → 58 (+4)
7% more capital invested
Capital invested by funds: $186M → $200M (+$13.4M)
1.2% more ownership
Funds ownership: 46.72% → 47.92% (+1.2%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.83M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.74M |
| 3 |
Morgan Stanley
New York
|
+$3.19M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$3.14M |
| 5 |
Jane Street
New York
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWF
Epstein & White Financial
San Diego,
California
|
-$2.04M |
| 2 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$1.26M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$1.13M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$885K |
CMBS Hedge Fund Activity: Q4 2019 in Review
58 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q4 2019, worth a combined $200M — up 7.2% from $186M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CMBS positions and 11 closed out — a net gain of 5 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.83M. The largest seller was Epstein & White Financial, cutting an estimated $2.04M.
- 58 institutional investors held iShares CMBS ETF (CMBS) as of Q4 2019, up from 54 in Q3 2019.
- Funds reported $200M of iShares CMBS ETF stock for Q4 2019, up 7.2% quarter-over-quarter.
- 16 funds opened new iShares CMBS ETF positions in Q4 2019 and 11 closed out, a net change of +5 holders.
- The largest iShares CMBS ETF buyer in Q4 2019 was Wells Fargo, an estimated $5.83M added.
- The largest iShares CMBS ETF seller in Q4 2019 was Epstein & White Financial, an estimated $2.04M sold.
Based on aggregated 13F filings for Q4 2019.