iShares CMBS ETF
CMBS
48 hedge funds and large institutions have $157M invested in iShares CMBS ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
7% more capital invested
Capital invested by funds: $148M → $157M (+$9.73M)
4% more funds holding
Funds holding: 46 → 48 (+2)
2.97% more ownership
Funds ownership: 59.27% → 62.24% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.68M |
| 2 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$3.38M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
+$2.43M |
| 4 |
Jane Street
New York
|
+$967K |
| 5 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$902K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.04M |
| 2 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$1.23M |
| 3 |
BlackRock
New York
|
-$1.07M |
| 4 |
HJA
Hugh Johnson Advisors
Albany,
New York
|
-$944K |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
-$374K |
CMBS Hedge Fund Activity: Q2 2018 in Review
48 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q2 2018, worth a combined $157M — up 6.6% from $148M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CMBS positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $6.68M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.04M sold.
- 48 institutional investors held iShares CMBS ETF (CMBS) as of Q2 2018, up from 46 in Q1 2018.
- Funds reported $157M of iShares CMBS ETF stock for Q2 2018, up 6.6% quarter-over-quarter.
- 8 funds opened new iShares CMBS ETF positions in Q2 2018 and 5 closed out, a net change of +3 holders.
- The largest iShares CMBS ETF buyer in Q2 2018 was Bank of America, an estimated $6.68M added.
- The largest iShares CMBS ETF seller in Q2 2018 was Susquehanna International Group, an estimated $2.04M sold.
Based on aggregated 13F filings for Q2 2018.