iShares CMBS ETF
CMBS
44 hedge funds and large institutions have $148M invested in iShares CMBS ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
10% more funds holding
Funds holding: 40 → 44 (+4)
8% more capital invested
Capital invested by funds: $137M → $148M (+$10.4M)
2.75% more ownership
Funds ownership: 57.28% → 60.03% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.34M |
| 2 |
Morgan Stanley
New York
|
+$2.64M |
| 3 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$1.55M |
| 4 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$1.4M |
| 5 |
Jane Street
New York
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.34M |
| 2 |
BlackRock
New York
|
-$1.2M |
| 3 |
VF
Virtu Financial
New York
|
-$1.19M |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$705K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$428K |
CMBS Hedge Fund Activity: Q4 2017 in Review
44 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q4 2017, worth a combined $148M — up 7.6% from $137M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CMBS positions and 5 closed out — a net gain of 4 holders — while 16 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $4.34M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $1.34M sold.
- 44 institutional investors held iShares CMBS ETF (CMBS) as of Q4 2017, up from 40 in Q3 2017.
- Funds reported $148M of iShares CMBS ETF stock for Q4 2017, up 7.6% quarter-over-quarter.
- 9 funds opened new iShares CMBS ETF positions in Q4 2017 and 5 closed out, a net change of +4 holders.
- The largest iShares CMBS ETF buyer in Q4 2017 was Bank of America, an estimated $4.34M added.
- The largest iShares CMBS ETF seller in Q4 2017 was Guggenheim Capital, an estimated $1.34M sold.
Based on aggregated 13F filings for Q4 2017.