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iShares CMBS ETF
CMBS

26 hedge funds and large institutions have $46.9M invested in iShares CMBS ETF in 2013 Q2 according to their latest regulatory filings, with 26 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67.85% more ownership

Funds ownership: 0% → 67.85% (+68%)

Holders
26
Holders Change
+26
Holders Change %
–
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
1
Steinberg Global Asset Management
Florida
$8.98M +$9.1M +175,473 New
HJA
2
Hugh Johnson Advisors
New York
$7.62M +$7.72M +148,923 New
CC
3
Curian Capital
Colorado
$5.73M +$5.8M +111,922 New
Wells Fargo
4
Wells Fargo
California
$5.13M +$5.2M +100,297 New
Bank of America
5
Bank of America
North Carolina
$3.63M +$3.67M +70,889 New
NC
6
NewSquare Capital
Pennsylvania
$2.29M +$2.32M +44,765 New
GC
7
Guggenheim Capital
Illinois
$2.29M +$2.32M +44,758 New
LG
8
Leuthold Group
Minnesota
$1.75M +$1.77M +34,195 New
CIM
9
Confluence Investment Management
Missouri
$1.66M +$1.68M +32,369 New
LPL Financial
10
LPL Financial
California
$1.61M +$1.63M +31,495 New
Jane Street
11
Jane Street
New York
$1.18M +$1.2M +23,085 New
Morgan Stanley
12
Morgan Stanley
New York
$1.14M +$1.15M +22,231 New
SMM
13
Stadion Money Management
Georgia
$706K +$715K +13,795 New
Deutsche Bank
14
Deutsche Bank
Germany
$688K +$698K +13,456 New
U
15
UBS
Switzerland
$581K +$589K +11,367 New
GF
16
Genworth Financial
Virginia
$568K +$576K +11,104 New
KCG
17
Knight Capital Group
$542K +$549K +10,588 New
BRWA
18
B. Riley Wealth Advisors
Florida
$300K +$304K +5,855 New
MCM
19
Moore Capital Management
New York
$205K +$207K +4,000 New
BFEC
20
Benjamin F. Edwards & Company
Missouri
$117K +$118K +2,285 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$76K +$76.8K +1,482 New
BIM
22
BlackRock Investment Management
Delaware
$39K +$39.9K +770 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$21K +$21.6K +417 New
PAS
24
Partnervest Advisory Services
California
$12K +$12.2K +235 New
Ameriprise
25
Ameriprise
Minnesota
$10K +$10.4K +200 New
1
2

CMBS Hedge Fund Activity: Q2 2013 in Review

26 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q2 2013, worth a combined $46.9M.

Buyers outnumbered sellers: 26 funds opened new CMBS positions and 0 closed out — a net gain of 26 holders — while 0 added to existing stakes and 0 trimmed.

  • 26 institutional investors held iShares CMBS ETF (CMBS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $46.9M of iShares CMBS ETF stock for Q2 2013.
  • 26 funds opened new iShares CMBS ETF positions in Q2 2013 and 0 closed out, a net change of +26 holders.

Based on aggregated 13F filings for Q2 2013.