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iShares S&P GSCI Commodity-Indexed Trust

120 hedge funds and large institutions have $736M invested in iShares S&P GSCI Commodity-Indexed Trust in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

40% more capital invested

Capital invested by funds: $525M → $736M (+$211M)

6.99% more ownership

Funds ownership: 50.6%57.59% (+7%)

3% more funds holding

Funds holding: 116120 (+4)

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

83% less call options, than puts

Call options by funds: $363K | Put options by funds: $2.18M

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
3.89%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
15
Increased
31
Reduced
38
Closed
10
Calls
$363K
Puts
$2.18M
Net Calls
-$1.82M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$246M +$40.4K +1,231 +0%
JP Morgan Chase
2
JP Morgan Chase
New York
$134M +$136M +4,135,214 +40,529%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$76.1M -$9.13M -278,102 -11%
State Street
4
State Street
Massachusetts
$33.8M +$13.6M +413,030 +66%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$24.5M +$23.9M +727,468 +2,455%
HA
6
Hays Advisory
Tennessee
$23.8M +$24.2M +736,057 New
Wells Fargo
7
Wells Fargo
California
$19.3M -$225K -6,846 -1%
N
8
Nuveen
North Carolina
$18.1M -$1.06M -32,300 -5%
Morgan Stanley
9
Morgan Stanley
New York
$14.2M +$3.92M +119,559 +37%
IUAM
10
Itau USA Asset Management
New York
$12.9M -$145K -4,408 -1%
Natixis Advisors
11
Natixis Advisors
Massachusetts
$11.3M -$1.22M -37,274 -10%
American Century Companies
12
American Century Companies
Missouri
$9.78M -$431K -13,125 -4%
KeyBank National Association
13
KeyBank National Association
Ohio
$8.35M -$746K -22,728 -8%
KBC Group
14
KBC Group
Belgium
$8.19M +$377K +11,500 +5%
Invesco
15
Invesco
Georgia
$7.13M +$4.1M +124,860 +131%
1GA
16
1st Global Advisors
Texas
$6.92M -$488K -14,873 -7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.59M +$861K +26,248 +18%
BIT
18
BlackRock Institutional Trust
California
$5.22M
SAG
19
Sterne Agee Group
Alabama
$4.84M +$537K +16,362 +12%
U
20
UBS
Switzerland
$4.42M +$611K +18,604 +16%
Bank of America
21
Bank of America
North Carolina
$3.38M +$1.47M +44,881 +75%
SIM
22
Strategic Investment Management
Virginia
$3.31M
CHFS
23
Cobble Hill Financial Services
New Jersey
$3.24M +$3.28M +100,000 New
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$2.8M -$82K -2,498 -3%
FHA
25
First Horizon Advisors
Tennessee
$2.63M +$2.66M +81,028 +41,341%

GSG Hedge Fund Activity: Q3 2013 in Review

120 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares S&P GSCI Commodity-Indexed Trust (GSG) for Q3 2013, worth a combined $736M — up 40% from $525M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GSG positions and 10 closed out — a net gain of 5 holders — while 31 added to existing stakes and 38 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $136M. The largest seller was Bank of New York Mellon, cutting an estimated $9.13M.

  • 120 institutional investors held iShares S&P GSCI Commodity-Indexed Trust (GSG) as of Q3 2013, up from 116 in Q2 2013.
  • Funds reported $736M of iShares S&P GSCI Commodity-Indexed Trust stock for Q3 2013, up 40% quarter-over-quarter.
  • 15 funds opened new iShares S&P GSCI Commodity-Indexed Trust positions in Q3 2013 and 10 closed out, a net change of +5 holders.
  • The largest iShares S&P GSCI Commodity-Indexed Trust buyer in Q3 2013 was JP Morgan Chase, an estimated $136M added.
  • The largest iShares S&P GSCI Commodity-Indexed Trust seller in Q3 2013 was Bank of New York Mellon, an estimated $9.13M sold.

Based on aggregated 13F filings for Q3 2013.