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New York Life Investment Management’s IQ ARB Merger Arbitrage ETF MNA Stock Holding History

New York Life Investment Management’s Portfolio MNA Stock Details MNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.9M Sell
767,320
-90,093
-11% -$3.26M 0.24% 79
2025
Q4 		$30.7M Buy
857,413
+86,923
+11% +$3.11M 0.26% 72
2025
Q3 		$27.7M Buy
770,490
+15,165
+2% +$539K 0.24% 78
2025
Q2 		$26.6M Sell
755,325
-50,133
-6% -$1.74M 0.25% 79
2025
Q1 		$27.6M Sell
805,458
-279,118
-26% -$9.4M 0.28% 66
2024
Q4 		$35.7M Sell
1,084,576
-65,886
-6% -$2.16M 0.35% 46
2024
Q3 		$37.8M Buy
1,150,462
+74,317
+7% +$2.41M 0.37% 48
2024
Q2 		$34M Buy
1,076,145
+184,022
+21% +$5.73M 0.34% 51
2024
Q1 		$28.1M Sell
892,123
-443,453
-33% -$13.9M 0.28% 65
2023
Q4 		$42M Sell
1,335,576
-49,938
-4% -$1.57M 0.43% 41
2023
Q3 		$43.8M Buy
1,385,514
+355,490
+35% +$11.2M 0.47% 37
2023
Q2 		$32.1M Buy
+1,030,024
New +$32.4M 0.33% 56
2015
Q4 		– Sell
-567,655
Closed -$15.8M – 160
2015
Q3 		$15.8M Hold
567,655
– – 1.47% 20
2015
Q2 		$16.3M Hold
567,655
– – 1.85% 16
2015
Q1 		$16.4M Buy
567,655
+188,548
+50% +$5.36M 1.84% 16
2014
Q4 		$10.6M Hold
379,107
– – 1.27% 21
2014
Q3 		$10.4M Buy
+379,107
New +$10.5M 1.71% 18

Other funds holding MNA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New York Life Investment Management's MNA Position: Q1 2026 in Review

New York Life Investment Management reduced its IQ ARB Merger Arbitrage ETF (MNA) stake by 11% in Q1 2026, selling an estimated $3.26M and leaving 767,320 shares worth $27.9M. The position accounts for 0.24% of the portfolio, ranked #79.

New York Life Investment Management first reported a position in MNA in Q3 2014 and has held it in 17 quarters since. The position peaked at $43.8M in Q3 2023. 80 funds tracked by Wall St. Rank hold MNA as of Q1 2026.

  • New York Life Investment Management held 767,320 shares of IQ ARB Merger Arbitrage ETF worth $27.9M as of Q1 2026.
  • New York Life Investment Management sold 90,093 IQ ARB Merger Arbitrage ETF shares in Q1 2026, an estimated $3.26M.
  • IQ ARB Merger Arbitrage ETF made up 0.24% of New York Life Investment Management's portfolio in Q1 2026, its #79 holding.
  • New York Life Investment Management first reported a position in IQ ARB Merger Arbitrage ETF in Q3 2014 and has held it in 17 quarters since.
  • New York Life Investment Management's IQ ARB Merger Arbitrage ETF position peaked at $43.8M in Q3 2023.
  • 80 funds tracked by Wall St. Rank held IQ ARB Merger Arbitrage ETF as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.