iShares CMBS ETF
CMBS
90 hedge funds and large institutions have $366M invested in iShares CMBS ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 6 closing their positions.
417% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 6
38% more funds holding
Funds holding: 65 → 90 (+25)
32% more capital invested
Capital invested by funds: $277M → $366M (+$88.9M)
6.74% more ownership
Funds ownership: 58.92% → 65.65% (+6.7%)
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$30.2M |
| 2 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$29.8M |
| 3 |
RVPG
Relative Value Partners Group
|
+$14.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$13M |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$9.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$12.8M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$5M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.86M |
| 5 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$1.23M |
CMBS Hedge Fund Activity: Q1 2021 in Review
90 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q1 2021, worth a combined $366M — up 32% from $277M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new CMBS positions and 6 closed out — a net gain of 25 holders — while 27 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $30.2M. The largest seller was Eaton Vance Management, cutting an estimated $12.8M.
- 90 institutional investors held iShares CMBS ETF (CMBS) as of Q1 2021, up from 65 in Q4 2020.
- Funds reported $366M of iShares CMBS ETF stock for Q1 2021, up 32% quarter-over-quarter.
- 31 funds opened new iShares CMBS ETF positions in Q1 2021 and 6 closed out, a net change of +25 holders.
- The largest iShares CMBS ETF buyer in Q1 2021 was Morgan Stanley, an estimated $30.2M added.
- The largest iShares CMBS ETF seller in Q1 2021 was Eaton Vance Management, an estimated $12.8M sold.
Based on aggregated 13F filings for Q1 2021.