iShares CMBS ETF
CMBS
83 hedge funds and large institutions have $241M invested in iShares CMBS ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 13 closing their positions.
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
4% more funds holding
Funds holding: 80 → 83 (+3)
0.7% more ownership
Funds ownership: 53.01% → 53.7% (+0.7%)
18% less capital invested
Capital invested by funds: $296M → $241M (-$54.4M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
42% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.97M |
| 2 |
LFA
LGT Financial Advisors
Dallas,
Texas
|
+$2.59M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.84M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.54M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$27.3M |
| 2 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$22.8M |
| 3 |
D
Diversified
Wilmington,
Delaware
|
-$13.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$6.38M |
| 5 |
LPL Financial
San Diego,
California
|
-$3.74M |
CMBS Hedge Fund Activity: Q2 2023 in Review
83 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q2 2023, worth a combined $241M — down 18% from $296M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CMBS positions and 13 closed out — a net gain of 3 holders — while 19 added to existing stakes and 33 trimmed.
The largest buyer was Jane Street, adding an estimated $2.97M. The largest seller was Morgan Stanley, cutting an estimated $27.3M.
- 83 institutional investors held iShares CMBS ETF (CMBS) as of Q2 2023, up from 80 in Q1 2023.
- Funds reported $241M of iShares CMBS ETF stock for Q2 2023, down 18% quarter-over-quarter.
- 16 funds opened new iShares CMBS ETF positions in Q2 2023 and 13 closed out, a net change of +3 holders.
- The largest iShares CMBS ETF buyer in Q2 2023 was Jane Street, an estimated $2.97M added.
- The largest iShares CMBS ETF seller in Q2 2023 was Morgan Stanley, an estimated $27.3M sold.
Based on aggregated 13F filings for Q2 2023.