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iShares S&P GSCI Commodity-Indexed Trust

110 hedge funds and large institutions have $568M invested in iShares S&P GSCI Commodity-Indexed Trust in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

3% more capital invested

Capital invested by funds: $552M → $568M (+$15.6M)

0.31% more ownership

Funds ownership: 51.98%52.29% (+0.31%)

5% less funds holding

Funds holding: 116110 (-6)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

89% less call options, than puts

Call options by funds: $401K | Put options by funds: $3.78M

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
37
Reduced
32
Closed
11
Calls
$401K
Puts
$3.78M
Net Calls
-$3.38M
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$315M +$22.2M +664,807 +8%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$38.8M -$27.4M -819,536 -42%
State Street
3
State Street
Massachusetts
$27.2M -$3.58M -107,110 -12%
Jane Street
4
Jane Street
New York
$25.5M +$22.6M +677,552 +911%
Natixis Advisors
5
Natixis Advisors
Massachusetts
$15.5M +$2.17M +64,986 +17%
SIM
6
Strategic Investment Management
Virginia
$13.5M +$393K +11,750 +3%
Morgan Stanley
7
Morgan Stanley
New York
$12.5M -$3.6M -107,804 -23%
Wells Fargo
8
Wells Fargo
California
$11.5M -$2.16M -64,742 -16%
American Century Companies
9
American Century Companies
Missouri
$8.34M -$153K -4,575 -2%
1GA
10
1st Global Advisors
Texas
$7.3M +$34.5K +1,032 +0.5%
CHFS
11
Cobble Hill Financial Services
New Jersey
$6.78M +$6.68M +200,000 New
BIT
12
BlackRock Institutional Trust
California
$6.59M +$292K +8,730 +5%
U
13
UBS
Switzerland
$5.92M +$664K +19,864 +13%
KBC Group
14
KBC Group
Belgium
$5.45M -$802K -24,000 -13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.15M +$512K +15,327 +11%
Goldman Sachs
16
Goldman Sachs
New York
$4.51M -$181K -5,417 -4%
JP Morgan Chase
17
JP Morgan Chase
New York
$3.75M +$2.79M +83,600 +312%
CAL
18
Capital Analysts LLC
Pennsylvania
$3.09M +$182K +5,445 +6%
KeyBank National Association
19
KeyBank National Association
Ohio
$2.63M -$489K -14,641 -16%
EAM
20
Evanson Asset Management
California
$2.39M +$162K +4,834 +7%
Bank of America
21
Bank of America
North Carolina
$2.36M -$30.4K -911 -1%
CS
22
Comerica Securities
Michigan
$2.23M +$11.3K +339 +0.5%
LPL Financial
23
LPL Financial
California
$2.21M +$1.74M +52,141 +400%
BIM
24
BlackRock Investment Management
Delaware
$1.99M +$4.31K +129 +0.2%
N
25
Nuveen
North Carolina
$1.8M -$311K -9,300 -15%

GSG Hedge Fund Activity: Q2 2014 in Review

110 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares S&P GSCI Commodity-Indexed Trust (GSG) for Q2 2014, worth a combined $568M — up 2.8% from $552M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GSG and 7 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 37 added.

The largest buyer was Jane Street, adding an estimated $22.6M. The largest seller was Bank of New York Mellon, cutting an estimated $27.4M.

  • 110 institutional investors held iShares S&P GSCI Commodity-Indexed Trust (GSG) as of Q2 2014, down from 116 in Q1 2014.
  • Funds reported $568M of iShares S&P GSCI Commodity-Indexed Trust stock for Q2 2014, up 2.8% quarter-over-quarter.
  • 7 funds opened new iShares S&P GSCI Commodity-Indexed Trust positions in Q2 2014 and 11 closed out, a net change of -4 holders.
  • The largest iShares S&P GSCI Commodity-Indexed Trust buyer in Q2 2014 was Jane Street, an estimated $22.6M added.
  • The largest iShares S&P GSCI Commodity-Indexed Trust seller in Q2 2014 was Bank of New York Mellon, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2014.