iShares CMBS ETF
CMBS
108 hedge funds and large institutions have $550M invested in iShares CMBS ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 17 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 34
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
11% more capital invested
Capital invested by funds: $495M → $550M (+$54.7M)
1.71% more ownership
Funds ownership: 63.25% → 64.97% (+1.7%)
1% more funds holding
Funds holding: 107 → 108 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$47M |
| 2 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
+$23.2M |
| 3 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$9.16M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.6M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$5.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$24.8M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$9.37M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$7.16M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$6.27M |
| 5 |
LPL Financial
San Diego,
California
|
-$4.54M |
CMBS Hedge Fund Activity: Q4 2021 in Review
108 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares CMBS ETF (CMBS) for Q4 2021, worth a combined $550M — up 11% from $495M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CMBS positions and 17 closed out — a net gain of 2 holders — while 45 added to existing stakes and 34 trimmed.
The largest buyer was Jane Street, adding an estimated $47M. The largest seller was Morgan Stanley, cutting an estimated $24.8M.
- 108 institutional investors held iShares CMBS ETF (CMBS) as of Q4 2021, up from 107 in Q3 2021.
- Funds reported $550M of iShares CMBS ETF stock for Q4 2021, up 11% quarter-over-quarter.
- 19 funds opened new iShares CMBS ETF positions in Q4 2021 and 17 closed out, a net change of +2 holders.
- The largest iShares CMBS ETF buyer in Q4 2021 was Jane Street, an estimated $47M added.
- The largest iShares CMBS ETF seller in Q4 2021 was Morgan Stanley, an estimated $24.8M sold.
Based on aggregated 13F filings for Q4 2021.