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iShares S&P GSCI Commodity-Indexed Trust

161 hedge funds and large institutions have $687M invested in iShares S&P GSCI Commodity-Indexed Trust in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.27% more ownership

Funds ownership: 50.98%56.25% (+5.3%)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

4% less funds holding

Funds holding: 167161 (-6)

6% less capital invested

Capital invested by funds: $733M → $687M (-$46.1M)

25% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 52

32% less call options, than puts

Call options by funds: $3.21M | Put options by funds: $4.71M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
161
Holders Change
-6
Holders Change %
-3.59%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
27
Increased
39
Reduced
52
Closed
29
Calls
$3.21M
Puts
$4.71M
Net Calls
-$1.49M
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
76
Charles Schwab
California
$491K -$33.8K -1,574 -6%
EAM
77
Empirical Asset Management
Massachusetts
$482K -$29.5K -1,376 -6%
PCM
78
Parsons Capital Management
Rhode Island
$425K
LFAS
79
Level Four Advisory Services
Texas
$416K
ATC
80
Argent Trust Co
Tennessee
$412K
RMDI
81
R.M. Davis Inc
Maine
$408K
FNT
82
First National Trust
Pennsylvania
$408K -$75.8K -3,530 -16%
WCM
83
Washington Capital Management
Washington
$408K
Simplex Trading
84
Simplex Trading
Illinois
$403K +$200K +9,318 +96%
VF
85
Virtu Financial
New York
$369K +$373K +17,388 New
SC
86
Scotia Capital
Ontario, Canada
$366K
CS
87
Comerica Securities
Michigan
$355K +$12.4K +577 +4%
OC
88
Oppenheimer & Co
New York
$340K -$120K -5,610 -26%
SIA
89
SkyView Investment Advisors
New Jersey
$318K
Bank of Nova Scotia
90
Bank of Nova Scotia
Ontario, Canada
$302K
IDA
91
Intelligence Driven Advisers
California
$301K -$49.2K -2,291 -13%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$293K +$296K +13,785 New
NA
93
NewEdge Advisors
Louisiana
$290K -$167K -7,777 -22%
CAN
94
Cetera Advisor Networks
California
$286K +$301 +14 +0.1%
FHB
95
First Hawaiian Bank
Hawaii
$274K +$5.07K +236 +2%
MC
96
Moors & Cabot
Massachusetts
$268K +$271K +12,617 New
ET
97
Equitable Trust
Tennessee
$253K +$256K +11,908 New
AWM
98
AE Wealth Management
Kansas
$246K -$14.2K -662 -5%
SPC
99
Sigma Planning Corp
Michigan
$244K +$12.5K +580 +5%
PA
100
Parallel Advisors
California
$243K

GSG Hedge Fund Activity: Q4 2022 in Review

161 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares S&P GSCI Commodity-Indexed Trust (GSG) for Q4 2022, worth a combined $687M — down 6.3% from $733M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of GSG and 27 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 39 added.

The largest buyer was Bank of New York Mellon, adding an estimated $10.2M. The largest seller was Sumitomo Life Insurance, cutting an estimated $21.4M.

  • 161 institutional investors held iShares S&P GSCI Commodity-Indexed Trust (GSG) as of Q4 2022, down from 167 in Q3 2022.
  • Funds reported $687M of iShares S&P GSCI Commodity-Indexed Trust stock for Q4 2022, down 6.3% quarter-over-quarter.
  • 27 funds opened new iShares S&P GSCI Commodity-Indexed Trust positions in Q4 2022 and 29 closed out, a net change of -2 holders.
  • The largest iShares S&P GSCI Commodity-Indexed Trust buyer in Q4 2022 was Bank of New York Mellon, an estimated $10.2M added.
  • The largest iShares S&P GSCI Commodity-Indexed Trust seller in Q4 2022 was Sumitomo Life Insurance, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2022.