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iShares S&P GSCI Commodity-Indexed Trust

98 hedge funds and large institutions have $492M invested in iShares S&P GSCI Commodity-Indexed Trust in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more call options, than puts

Call options by funds: $460K | Put options by funds: $108K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

2% more funds holding

Funds holding: 9698 (+2)

1% more capital invested

Capital invested by funds: $487M → $492M (+$4.22M)

2.75% less ownership

Funds ownership: 61.34%58.59% (-2.8%)

31% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 32

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
22
Reduced
32
Closed
13
Calls
$460K
Puts
$108K
Net Calls
+$352K
Net Calls Change
+$264K
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
26
Zacks Investment Management
Illinois
$818K +$815K +38,749 New
Mariner
27
Mariner
Kansas
$794K +$791K +37,601 New
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$786K +$554K +26,350 +242%
SIM
29
Strategic Investment Management
Virginia
$774K -$12.5M -592,682 -94%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$774K +$484 +23 +0.1%
Ameriprise
31
Ameriprise
Minnesota
$742K -$7.45M -354,277 -91%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$715K -$260K -12,346 -27%
TC
33
Trust Company
Kansas
$665K -$1.27M -60,447 -66%
ZF
34
Zhang Financial
Michigan
$651K
GF
35
Gerstein Fisher
New York
$624K +$266K +12,637 +75%
Nomura Asset Management
36
Nomura Asset Management
Japan
$553K +$551K +26,200 New
KeyBank National Association
37
KeyBank National Association
Ohio
$516K -$342K -16,269 -40%
Nomura Holdings
38
Nomura Holdings
Japan
$509K +$507K +24,100 New
IP
39
Investment Partners
Ohio
$506K
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$505K +$503K +23,900 New
HCMT
41
Highland Capital Management (Tennessee)
Tennessee
$494K +$170K +8,081 +53%
SG Americas Securities
42
SG Americas Securities
New York
$479K
CS
43
Comerica Securities
Michigan
$467K -$249K -11,815 -35%
SI
44
Stephens Inc
Arkansas
$435K +$433K +20,603 New
V
45
Veritable
Delaware
$378K -$35.7K -1,697 -9%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$374K -$61.4K -2,917 -14%
PFPT
47
Pinnacle Financial Partners (Tennessee)
Tennessee
$337K
NPC
48
National Planning Corporation
California
$336K +$93.4K +4,439 +30%
CAN
49
Cetera Advisor Networks
California
$331K
UCFA
50
United Capital Financial Advisors
Texas
$331K +$330K +15,672 New

GSG Hedge Fund Activity: Q2 2015 in Review

98 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares S&P GSCI Commodity-Indexed Trust (GSG) for Q2 2015, worth a combined $492M — up 0.87% from $487M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GSG positions and 13 closed out — a net gain of 5 holders — while 22 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock Group, opening a new position worth an estimated $2.1M. The largest seller was Strategic Investment Management, cutting an estimated $12.5M.

  • 98 institutional investors held iShares S&P GSCI Commodity-Indexed Trust (GSG) as of Q2 2015, up from 96 in Q1 2015.
  • Funds reported $492M of iShares S&P GSCI Commodity-Indexed Trust stock for Q2 2015, up 0.87% quarter-over-quarter.
  • 18 funds opened new iShares S&P GSCI Commodity-Indexed Trust positions in Q2 2015 and 13 closed out, a net change of +5 holders.
  • The largest iShares S&P GSCI Commodity-Indexed Trust buyer in Q2 2015 was BlackRock Group, an estimated $2.1M added.
  • The largest iShares S&P GSCI Commodity-Indexed Trust seller in Q2 2015 was Strategic Investment Management, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2015.