ISHARES TR FINLS BD ETF
MONY
MONY was delisted on the 21st of August, 2015.
11 hedge funds and large institutions have $4.26M invested in ISHARES TR FINLS BD ETF in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
23% more capital invested
Capital invested by funds: $3.47M → $4.26M (+$797K)
22% more funds holding
Funds holding: 9 → 11 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$305K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$304K |
| 3 |
Jane Street
New York
|
+$241K |
| 4 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
+$210K |
| 5 |
Morgan Stanley
New York
|
+$81.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$216K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$163K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$87K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$17.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $1.81M | +$304K | +5,566 | +20% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $1.23M | -$163K | -2,976 | -12% |
|
|
3
Morgan Stanley
New York
| $330K | +$81.2K | +1,486 | +33% |
|
|
4
CIBC World Market
Toronto,
Ontario, Canada
| $307K | +$305K | +5,574 | New |
|
|
5
Jane Street
New York
| $243K | +$241K | +4,411 | New |
|
|
DIA
6
Dana Investment Advisors
Waukesha,
Wisconsin
| $212K | +$210K | +3,849 | New |
|
|
AIG
7
American International Group
New York
| $89.4K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $20K | +$19.7K | +361 | New |
|
|
MFS
9
MSI Financial Services
Springfield,
Massachusetts
| $19K | +$109 | +2 | +0.6% |
|
|
10
UBS Group
Zurich,
Switzerland
| $6K | -$17.1K | -313 | -75% |
|
|
11
TD Asset Management
Toronto,
Ontario, Canada
| – | -$216K | -4,116 | Closed |
|
|
12
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$87K | -1,640 | Closed |
|
MONY Hedge Fund Activity: Q1 2015 in Review
11 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ISHARES TR FINLS BD ETF (MONY) for Q1 2015, worth a combined $4.26M — up 23% from $3.47M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MONY positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was CIBC World Market, opening a new position worth an estimated $305K. The largest seller was TD Asset Management, exiting entirely with an estimated $216K sold.
- 11 institutional investors held ISHARES TR FINLS BD ETF (MONY) as of Q1 2015, up from 9 in Q4 2014.
- Funds reported $4.26M of ISHARES TR FINLS BD ETF stock for Q1 2015, up 23% quarter-over-quarter.
- 4 funds opened new ISHARES TR FINLS BD ETF positions in Q1 2015 and 2 closed out, a net change of +2 holders.
- The largest ISHARES TR FINLS BD ETF buyer in Q1 2015 was CIBC World Market, an estimated $305K added.
- The largest ISHARES TR FINLS BD ETF seller in Q1 2015 was TD Asset Management, an estimated $216K sold.
Based on aggregated 13F filings for Q1 2015.