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iShares S&P GSCI Commodity-Indexed Trust

94 hedge funds and large institutions have $489M invested in iShares S&P GSCI Commodity-Indexed Trust in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11.11% more ownership

Funds ownership: 50.69%61.8% (+11%)

3% less capital invested

Capital invested by funds: $502M → $489M (-$13M)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

3% less funds holding

Funds holding: 9794 (-3)

25% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 32

59% less call options, than puts

Call options by funds: $298K | Put options by funds: $729K

Holders
94
Holders Change
-3
Holders Change %
-3.09%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
24
Reduced
32
Closed
25
Calls
$298K
Puts
$729K
Net Calls
-$431K
Net Calls Change
-$393K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$318M +$100M +3,855,271 +35%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$19.2M -$2.44M -93,811 -10%
GF
3
Gerstein Fisher
New York
$17.5M +$21.1M +809,696 New
Natixis Advisors
4
Natixis Advisors
Massachusetts
$15.4M +$5.15M +198,089 +38%
State Street
5
State Street
Massachusetts
$14.5M -$3.32M -127,650 -16%
SIM
6
Strategic Investment Management
Virginia
$13M +$5.34M +205,252 +51%
Morgan Stanley
7
Morgan Stanley
New York
$13M +$6.76M +260,106 +76%
1GA
8
1st Global Advisors
Texas
$8.34M +$3.9M +149,827 +63%
AL
9
Aspiriant LLC
California
$6.67M +$8.04M +309,261 New
American Century Companies
10
American Century Companies
Missouri
$6.05M +$748K +28,766 +11%
CWA
11
Convergent Wealth Advisors
Maryland
$5.73M +$4.85M +186,561 +236%
BIT
12
BlackRock Institutional Trust
California
$5.65M +$1.24M +47,696 +22%
UBS Group
13
UBS Group
Switzerland
$5.08M +$6.12M +235,317 New
BCI
14
Brinker Capital Investments
Pennsylvania
$4.69M +$5.65M +217,500 New
WIM
15
Windhaven Investment Management
Massachusetts
$4.38M +$5.27M +202,788 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.52M +$252K +9,683 +6%
Wells Fargo
17
Wells Fargo
California
$2.61M -$5.08M -195,439 -62%
Bank of America
18
Bank of America
North Carolina
$2.35M +$1.46M +56,043 +106%
Comerica Bank
19
Comerica Bank
Texas
$2.21M +$1.96M +75,242 +276%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$2.16M +$498K +19,169 +24%
TCM
21
Twele Capital Management
Minnesota
$1.78M +$780K +30,000 +57%
BJ
22
BlackRock Japan
Japan
$1.19M +$639K +24,590 +80%
BIM
23
BlackRock Investment Management
Delaware
$1.04M -$384K -14,754 -23%
KeyBank National Association
24
KeyBank National Association
Ohio
$924K -$523K -20,135 -32%
EAM
25
Evanson Asset Management
California
$817K -$891K -34,264 -48%

GSG Hedge Fund Activity: Q4 2014 in Review

94 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares S&P GSCI Commodity-Indexed Trust (GSG) for Q4 2014, worth a combined $489M — down 2.6% from $502M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of GSG and 24 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 24 added.

The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Wells Fargo, cutting an estimated $5.08M.

  • 94 institutional investors held iShares S&P GSCI Commodity-Indexed Trust (GSG) as of Q4 2014, down from 97 in Q3 2014.
  • Funds reported $489M of iShares S&P GSCI Commodity-Indexed Trust stock for Q4 2014, down 2.6% quarter-over-quarter.
  • 24 funds opened new iShares S&P GSCI Commodity-Indexed Trust positions in Q4 2014 and 25 closed out, a net change of -1 holder.
  • The largest iShares S&P GSCI Commodity-Indexed Trust buyer in Q4 2014 was BlackRock, an estimated $100M added.
  • The largest iShares S&P GSCI Commodity-Indexed Trust seller in Q4 2014 was Wells Fargo, an estimated $5.08M sold.

Based on aggregated 13F filings for Q4 2014.