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iShares S&P GSCI Commodity-Indexed Trust

96 hedge funds and large institutions have $487M invested in iShares S&P GSCI Commodity-Indexed Trust in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $195K | Put options by funds: $107K

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more funds holding

Funds holding: 9496 (+2)

0% less capital invested

Capital invested by funds: $489M → $487M (-$1.78M)

0.46% less ownership

Funds ownership: 61.8%61.34% (-0.46%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
31
Reduced
25
Closed
17
Calls
$195K
Puts
$107K
Net Calls
+$88K
Net Calls Change
+$519K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$342M +$56.8M +2,825,414 +19%
Natixis Advisors
2
Natixis Advisors
Massachusetts
$14.8M +$932K +46,394 +6%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$12.5M -$5M -249,045 -28%
SIM
4
Strategic Investment Management
Virginia
$12.3M +$501K +24,930 +4%
State Street
5
State Street
Massachusetts
$10.1M -$3.09M -153,966 -23%
BCI
6
Brinker Capital Investments
Pennsylvania
$9.6M +$5.52M +275,000 +126%
BIT
7
BlackRock Institutional Trust
California
$8.77M +$3.77M +187,634 +72%
Morgan Stanley
8
Morgan Stanley
New York
$8.57M -$3.25M -161,781 -27%
Ameriprise
9
Ameriprise
Minnesota
$7.59M +$7.07M +352,132 +944%
CWA
10
Convergent Wealth Advisors
Maryland
$5.18M
1GA
11
1st Global Advisors
Texas
$5.16M -$2.45M -121,959 -32%
American Century Companies
12
American Century Companies
Missouri
$4.19M -$1.32M -65,696 -23%
OMC
13
Old Mission Capital
Illinois
$3.76M +$3.87M +192,705 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.12M -$54.9K -2,735 -2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.68M +$2.76M +137,479 New
BJ
16
BlackRock Japan
Japan
$2.67M +$1.64M +81,680 +148%
Wells Fargo
17
Wells Fargo
California
$2.22M -$149K -7,428 -6%
BIM
18
BlackRock Investment Management
Delaware
$1.98M +$1.07M +53,164 +110%
Bank of America
19
Bank of America
North Carolina
$1.96M -$162K -8,083 -7%
TC
20
Trust Company
Kansas
$1.79M +$1.85M +91,947 New
Jane Street
21
Jane Street
New York
$1.64M +$1.68M +83,840 New
TCM
22
Twele Capital Management
Minnesota
$1.61M
JP Morgan Chase
23
JP Morgan Chase
New York
$1.51M +$1.33M +66,257 +601%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.37M +$1.36M +67,571 +2,575%
EAM
25
Evanson Asset Management
California
$1.36M +$646K +32,144 +85%

GSG Hedge Fund Activity: Q1 2015 in Review

96 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares S&P GSCI Commodity-Indexed Trust (GSG) for Q1 2015, worth a combined $487M — down 0.36% from $489M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new GSG positions and 17 closed out — a net gain of 4 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $56.8M. The largest seller was Gerstein Fisher, cutting an estimated $15.9M.

  • 96 institutional investors held iShares S&P GSCI Commodity-Indexed Trust (GSG) as of Q1 2015, up from 94 in Q4 2014.
  • Funds reported $487M of iShares S&P GSCI Commodity-Indexed Trust stock for Q1 2015, down 0.36% quarter-over-quarter.
  • 21 funds opened new iShares S&P GSCI Commodity-Indexed Trust positions in Q1 2015 and 17 closed out, a net change of +4 holders.
  • The largest iShares S&P GSCI Commodity-Indexed Trust buyer in Q1 2015 was BlackRock, an estimated $56.8M added.
  • The largest iShares S&P GSCI Commodity-Indexed Trust seller in Q1 2015 was Gerstein Fisher, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2015.