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iShares GNMA Bond ETF

17 hedge funds and large institutions have $11.4M invested in iShares GNMA Bond ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

6% less funds holding

Funds holding: 1817 (-1)

24% less capital invested

Capital invested by funds: $15M → $11.4M (-$3.58M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JG
1
Jefferies Group
New York
$4.65M +$394K +7,900 +9%
CIM
2
Confluence Investment Management
Missouri
$2.37M +$153K +3,061 +7%
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$913K -$13.7K -275 -1%
MAM
4
Mizuho Asset Management
Japan
$899K -$49.8K -1,000 -5%
Jane Street
5
Jane Street
New York
$767K -$215K -4,318 -22%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$574K +$572K +11,490 New
Morgan Stanley
7
Morgan Stanley
New York
$409K -$43.7K -878 -10%
CHFS
8
Cobble Hill Financial Services
New Jersey
$350K
MFS
9
MSI Financial Services
Massachusetts
$179K +$11.1K +223 +7%
Bank of America
10
Bank of America
North Carolina
$70K +$29.8K +598 +74%
OIA
11
Optimum Investment Advisors
Illinois
$61K +$60.6K +1,217 New
NFG
12
Next Financial Group
Texas
$48K +$48.3K +969 New
Ameriprise
13
Ameriprise
Minnesota
$28K +$5.53K +111 +22%
Wells Fargo
14
Wells Fargo
California
$21K
JIR
15
James Investment Research
Ohio
$20K
NES
16
New England Securities
New York
$13K
AIG
17
American International Group
New York
$6.5K
TRCT
18
Tower Research Capital (TRC)
New York
$3K -$349 -7 -10%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$2.69M -53,963 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
-$974K -19,521 Closed
VKH
21
Virtu KCG Holdings
New York
-$836K -16,804 Closed
PAS
22
Partnervest Advisory Services
California
-$42K -850 Closed

GNMA Hedge Fund Activity: Q3 2014 in Review

17 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares GNMA Bond ETF (GNMA) for Q3 2014, worth a combined $11.4M — down 24% from $15M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GNMA and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 5 added.

The largest buyer was Ladenburg Thalmann Financial Services, opening a new position worth an estimated $572K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.69M sold.

  • 17 institutional investors held iShares GNMA Bond ETF (GNMA) as of Q3 2014, down from 18 in Q2 2014.
  • Funds reported $11.4M of iShares GNMA Bond ETF stock for Q3 2014, down 24% quarter-over-quarter.
  • 3 funds opened new iShares GNMA Bond ETF positions in Q3 2014 and 4 closed out, a net change of -1 holder.
  • The largest iShares GNMA Bond ETF buyer in Q3 2014 was Ladenburg Thalmann Financial Services, an estimated $572K added.
  • The largest iShares GNMA Bond ETF seller in Q3 2014 was Susquehanna International Group, an estimated $2.69M sold.

Based on aggregated 13F filings for Q3 2014.