iShares CMBS ETF
CMBS
66 hedge funds and large institutions have $271M invested in iShares CMBS ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
16% more capital invested
Capital invested by funds: $232M → $271M (+$38.2M)
14% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 21
3% more funds holding
Funds holding: 64 → 66 (+2)
1.81% more ownership
Funds ownership: 57.36% → 59.16% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$14.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.28M |
| 3 |
Morgan Stanley
New York
|
+$5.25M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$4.53M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.65M |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$1.31M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.17M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$917K |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$799K |
CMBS Hedge Fund Activity: Q2 2020 in Review
66 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q2 2020, worth a combined $271M — up 16% from $232M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CMBS positions and 10 closed out — a net gain of 2 holders — while 24 added to existing stakes and 21 trimmed.
The largest buyer was UBS Group, adding an estimated $14.8M. The largest seller was Envestnet Asset Management, cutting an estimated $5.65M.
- 66 institutional investors held iShares CMBS ETF (CMBS) as of Q2 2020, up from 64 in Q1 2020.
- Funds reported $271M of iShares CMBS ETF stock for Q2 2020, up 16% quarter-over-quarter.
- 12 funds opened new iShares CMBS ETF positions in Q2 2020 and 10 closed out, a net change of +2 holders.
- The largest iShares CMBS ETF buyer in Q2 2020 was UBS Group, an estimated $14.8M added.
- The largest iShares CMBS ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $5.65M sold.
Based on aggregated 13F filings for Q2 2020.