iShares CMBS ETF
CMBS
49 hedge funds and large institutions have $163M invested in iShares CMBS ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
2% more funds holding
Funds holding: 48 → 49 (+1)
3% more capital invested
Capital invested by funds: $157M → $163M (+$5.19M)
10.39% less ownership
Funds ownership: 62.24% → 51.85% (-10%)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.49M |
| 2 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$1.34M |
| 3 |
EWF
Epstein & White Financial
San Diego,
California
|
+$1.02M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$1.01M |
| 5 |
CI
Conning Inc
Hartford,
Connecticut
|
+$988K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
-$2.34M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$974K |
| 3 |
Morgan Stanley
New York
|
-$684K |
| 4 |
Citigroup
New York
|
-$681K |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
-$309K |
CMBS Hedge Fund Activity: Q3 2018 in Review
49 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q3 2018, worth a combined $163M — up 3.3% from $157M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CMBS positions and 9 closed out — a net gain of 1 holder — while 14 added to existing stakes and 17 trimmed.
The largest buyer was Jane Street, adding an estimated $4.49M. The largest seller was Advisory Alpha, cutting an estimated $2.34M.
- 49 institutional investors held iShares CMBS ETF (CMBS) as of Q3 2018, up from 48 in Q2 2018.
- Funds reported $163M of iShares CMBS ETF stock for Q3 2018, up 3.3% quarter-over-quarter.
- 10 funds opened new iShares CMBS ETF positions in Q3 2018 and 9 closed out, a net change of +1 holder.
- The largest iShares CMBS ETF buyer in Q3 2018 was Jane Street, an estimated $4.49M added.
- The largest iShares CMBS ETF seller in Q3 2018 was Advisory Alpha, an estimated $2.34M sold.
Based on aggregated 13F filings for Q3 2018.