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iShares S&P GSCI Commodity-Indexed Trust

88 hedge funds and large institutions have $439M invested in iShares S&P GSCI Commodity-Indexed Trust in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,220% more call options, than puts

Call options by funds: $396K | Put options by funds: $30K

0.33% more ownership

Funds ownership: 58.59%58.92% (+0.33%)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

10% less funds holding

Funds holding: 9888 (-10)

11% less capital invested

Capital invested by funds: $492M → $439M (-$52.4M)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
88
Holders Change
-10
Holders Change %
-10.2%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
25
Reduced
27
Closed
17
Calls
$396K
Puts
$30K
Net Calls
+$366K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
51
Buckingham Strategic Wealth
Missouri
$237K
MFS
52
MSI Financial Services
Massachusetts
$235K +$44.8K +2,493 +22%
TD Asset Management
53
TD Asset Management
Ontario, Canada
$204K
FCI
54
Financial Counselors Inc
Kansas
$198K
FNT
55
First National Trust
Pennsylvania
$195K
UBWV
56
United Bank (West Virginia)
West Virginia
$194K
P
57
Pitcairn
Pennsylvania
$179K +$189K +10,514 New
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$155K -$3.72K -207 -2%
CWM
59
Cranbrook Wealth Management
Michigan
$143K -$28.2K -1,570 -16%
CFA
60
CT Financial Advisors
Pennsylvania
$115K -$8.96K -498 -7%
Citigroup
61
Citigroup
New York
$112K
TSW
62
Thompson Siegel & Walmsley
Virginia
$70K -$147K -8,150 -67%
GWM
63
Gupta Wealth Management
California
$55K
Barclays
64
Barclays
United Kingdom
$54K
AIG
65
American International Group
New York
$41K -$7.54K -419 -15%
BKA
66
Brick & Kyle Associates
Pennsylvania
$31K -$3.6K -200 -10%
CBT
67
Central Bank & Trust
Kentucky
$26K
AWS
68
Aris Wealth Services
Pennsylvania
$24K -$2.25K -125 -8%
Axa
69
Axa
France
$17K +$4.24K +236 +31%
EWM
70
Endurance Wealth Management
Rhode Island
$16K
DADC
71
D.A. Davidson & Co
Montana
$15K
LWA
72
Lowe Wealth Advisors
Maryland
$13K
PFBT
73
Parkside Financial Bank & Trust
Missouri
$13K +$14K +776 New
RIA
74
Regal Investment Advisors
Michigan
$9K
ASN
75
Advisory Services Network
Georgia
$8K

GSG Hedge Fund Activity: Q3 2015 in Review

88 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares S&P GSCI Commodity-Indexed Trust (GSG) for Q3 2015, worth a combined $439M — down 11% from $492M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of GSG and 9 opened new positions — a net loss of 8 holders — while 27 trimmed existing stakes and 25 added.

The largest buyer was BlackRock, adding an estimated $28.4M. The largest seller was Morgan Stanley, cutting an estimated $3.28M.

  • 88 institutional investors held iShares S&P GSCI Commodity-Indexed Trust (GSG) as of Q3 2015, down from 98 in Q2 2015.
  • Funds reported $439M of iShares S&P GSCI Commodity-Indexed Trust stock for Q3 2015, down 11% quarter-over-quarter.
  • 9 funds opened new iShares S&P GSCI Commodity-Indexed Trust positions in Q3 2015 and 17 closed out, a net change of -8 holders.
  • The largest iShares S&P GSCI Commodity-Indexed Trust buyer in Q3 2015 was BlackRock, an estimated $28.4M added.
  • The largest iShares S&P GSCI Commodity-Indexed Trust seller in Q3 2015 was Morgan Stanley, an estimated $3.28M sold.

Based on aggregated 13F filings for Q3 2015.