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iShares CMBS ETF

42 hedge funds and large institutions have $136M invested in iShares CMBS ETF in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

11% more funds holding

Funds holding: 3842 (+4)

8% more capital invested

Capital invested by funds: $126M → $136M (+$10.6M)

0.17% more ownership

Funds ownership: 71.94%72.11% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
17
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$25.9M +$366K +7,115 +1%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$16.5M +$2.12M +41,298 +15%
Morgan Stanley
3
Morgan Stanley
New York
$13M +$85.1K +1,654 +0.7%
CC
4
Curian Capital
Colorado
$10.9M +$2.22M +43,191 +26%
Bank of America
5
Bank of America
North Carolina
$10.1M +$6.01M +116,789 +150%
UBS Group
6
UBS Group
Switzerland
$9.85M -$27.1K -527 -0.3%
Wells Fargo
7
Wells Fargo
California
$7.87M -$295K -5,726 -4%
HJA
8
Hugh Johnson Advisors
New York
$6.19M -$559K -10,870 -8%
RJA
9
Raymond James & Associates
Florida
$5.9M +$351K +6,821 +6%
BIM
10
BlackRock Investment Management
Delaware
$4.99M +$654K +12,720 +15%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.87M +$3.53M +68,718 +1,122%
CG
12
Colony Group
Massachusetts
$2.76M -$176K -3,414 -6%
IFWM
13
Institute for Wealth Management
Colorado
$1.97M +$563K +10,949 +40%
LG
14
Leuthold Group
Minnesota
$1.75M
LPL Financial
15
LPL Financial
California
$1.6M +$92.2K +1,792 +6%
NC
16
NewSquare Capital
Pennsylvania
$1.58M -$69.2K -1,345 -4%
SAM
17
Stringer Asset Management
Tennessee
$1.48M -$1.29K -25 -0.1%
BlackRock
18
BlackRock
New York
$1.35M +$224K +4,358 +20%
AssetMark Inc
19
AssetMark Inc
California
$1.32M -$34.1K -662 -3%
HIC
20
Holderness Investments Company
North Carolina
$1.28M +$301K +5,854 +31%
IPC
21
Independent Portfolio Consultants
Florida
$954K +$51.2K +995 +6%
HH
22
Hilltop Holdings
Texas
$933K -$244K -4,734 -21%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$791K +$787K +15,306 New
Jane Street
24
Jane Street
New York
$708K -$745K -14,481 -51%
GC
25
Guggenheim Capital
Illinois
$593K -$388K -7,538 -40%

CMBS Hedge Fund Activity: Q3 2015 in Review

42 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q3 2015, worth a combined $136M — up 8.4% from $126M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CMBS positions and 1 closed out — a net gain of 5 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $6.01M. The largest seller was Callan Capital, cutting an estimated $1.16M.

  • 42 institutional investors held iShares CMBS ETF (CMBS) as of Q3 2015, up from 38 in Q2 2015.
  • Funds reported $136M of iShares CMBS ETF stock for Q3 2015, up 8.4% quarter-over-quarter.
  • 6 funds opened new iShares CMBS ETF positions in Q3 2015 and 1 closed out, a net change of +5 holders.
  • The largest iShares CMBS ETF buyer in Q3 2015 was Bank of America, an estimated $6.01M added.
  • The largest iShares CMBS ETF seller in Q3 2015 was Callan Capital, an estimated $1.16M sold.

Based on aggregated 13F filings for Q3 2015.