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iShares S&P GSCI Commodity-Indexed Trust

120 hedge funds and large institutions have $651M invested in iShares S&P GSCI Commodity-Indexed Trust in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

0% more funds holding

Funds holding: 120120 (0)

2% less ownership

Funds ownership: 57.59%55.59% (-2%)

11% less capital invested

Capital invested by funds: $736M → $651M (-$84.6M)

36% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 39

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

99% less call options, than puts

Call options by funds: $52K | Put options by funds: $5M

Holders
120
Holders Change
Holders Change %
0%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
20
Increased
25
Reduced
39
Closed
17
Calls
$52K
Puts
$5M
Net Calls
-$4.95M
Net Calls Change
-$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.79M -$1.56M -48,961 -47%
TCM
27
Twele Capital Management
Minnesota
$1.69M
CS
28
Credit Suisse
Switzerland
$1.56M -$17.7K -555 -1%
V
29
Veritable
Delaware
$1.27M -$8.72K -273 -0.7%
PFA
30
Paradigm Financial Advisors
Missouri
$1.16M +$1.15M +36,127 New
LS
31
Lattice Strategies
Pennsylvania
$1.12M
WAM
32
Wolverine Asset Management
Illinois
$1.06M +$1.06M +33,039 New
ZF
33
Zhang Financial
Michigan
$996K
BIM
34
BlackRock Investment Management
Delaware
$980K -$801K -25,072 -45%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$950K -$1.82M -57,010 -66%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$848K -$382K -11,942 -31%
LNC
37
Lincoln National Corp
Pennsylvania
$836K +$830K +25,958 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$834K -$831 -26 -0.1%
FCI
39
Financial Counselors Inc
Kansas
$753K -$118K -3,704 -14%
Comerica Bank
40
Comerica Bank
Texas
$746K -$324K -10,150 -30%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$715K -$45.3K -1,416 -6%
NL
42
NWAM LLC
Washington
$701K -$125K -3,927 -15%
LPL Financial
43
LPL Financial
California
$700K +$236K +7,370 +51%
BJ
44
BlackRock Japan
Japan
$672K +$341K +10,660 +104%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$643K +$417K +13,061 +189%
TSW
46
Thompson Siegel & Walmsley
Virginia
$628K +$63.9K +2,000 +11%
Ameriprise
47
Ameriprise
Minnesota
$579K +$64K +2,002 +13%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$565K +$38.3K +1,200 +7%
RJA
49
Raymond James & Associates
Florida
$563K +$16.4K +514 +3%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$559K

GSG Hedge Fund Activity: Q4 2013 in Review

120 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares S&P GSCI Commodity-Indexed Trust (GSG) for Q4 2013, worth a combined $651M — down 11% from $736M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GSG positions and 17 closed out — a net gain of 3 holders — while 25 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $11.8M. The largest seller was JP Morgan Chase, cutting an estimated $32.3M.

  • 120 institutional investors held iShares S&P GSCI Commodity-Indexed Trust (GSG) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $651M of iShares S&P GSCI Commodity-Indexed Trust stock for Q4 2013, down 11% quarter-over-quarter.
  • 20 funds opened new iShares S&P GSCI Commodity-Indexed Trust positions in Q4 2013 and 17 closed out, a net change of +3 holders.
  • The largest iShares S&P GSCI Commodity-Indexed Trust buyer in Q4 2013 was BlackRock, an estimated $11.8M added.
  • The largest iShares S&P GSCI Commodity-Indexed Trust seller in Q4 2013 was JP Morgan Chase, an estimated $32.3M sold.

Based on aggregated 13F filings for Q4 2013.