Analysts at Bank of America Merrill Lynch are predicting a solid fourth quarter for jumbo MBS, enough to bring the total for 2014 up to about $8.0 billion when the year is over.

Back in 2004, credit unions accounted for just 3.2 percent of total mortgage originations. Not anymore.

Back in the first quarter of 2013, only 31.3 percent of Fannie/Freddie purchase mortgages had private mortgage insurance.

IMT also found that in 3Q, seven of the top 15 sellers to Fannie and Freddie were nonbanks.

Among our findings, a few things stand out, including the ascension of PennyMac to the number two position among Ginnie Mae issuers.

The GSEs securitized $100.30 billion of purchase mortgages during the third quarter, a 28.3 percent sequential gain.

Banks, thrifts and credit unions reported $540.4 billion of HELOCs on their books at the end of June, down 0.9 percent from March.

Fannie, Freddie and Ginnie All saw most of their business come from borrowers earning less than $150,000 per year.

At the top of the heap was the Federal Reserve, which boosted its agency MBS portfolio by 3.8 percent during the second quarter.

The increase in mortgage debt outstanding in the third quarter of 2013 increasingly looks like an aberration rather than a turning point.