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iShares S&P GSCI Commodity-Indexed Trust

116 hedge funds and large institutions have $806M invested in iShares S&P GSCI Commodity-Indexed Trust in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $184K | Put options by funds: $44K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.5% less ownership

Funds ownership: 67.35%64.85% (-2.5%)

12% less funds holding

Funds holding: 132116 (-16)

15% less capital invested

Capital invested by funds: $954M → $806M (-$148M)

43% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 35

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
116
Holders Change
-16
Holders Change %
-12.12%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
20
Reduced
35
Closed
34
Calls
$184K
Puts
$44K
Net Calls
+$140K
Net Calls Change
-$286K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$643M +$69.5M +4,267,269 +10%
PWP
2
Personal Wealth Partners
Minnesota
$21.8M +$2.78M +170,413 New
Bank of New York Mellon
3
Bank of New York Mellon
New York
$16.2M +$9.12M +560,045 +94%
CAM
4
Crestone Asset Management
Colorado
$15.7M +$1.96M +120,061 +12%
SIM
5
Strategic Investment Management
Virginia
$12.8M +$14.8M +910,270 New
PCP
6
Proficio Capital Partners
Massachusetts
$12M -$1.72M -105,415 -11%
Natixis Advisors
7
Natixis Advisors
Massachusetts
$11.1M +$909K +55,818 +8%
Wells Fargo
8
Wells Fargo
California
$9.01M -$4.23M -259,458 -29%
Bank of America
9
Bank of America
North Carolina
$8.94M -$2.94M -180,689 -22%
Morgan Stanley
10
Morgan Stanley
New York
$8.54M -$4.17M -255,930 -30%
CAM
11
Congress Asset Management
Massachusetts
$3.66M -$325K -19,968 -7%
BC
12
Brio Consultants
California
$3.5M +$4.07M +249,653 New
UBS Group
13
UBS Group
Switzerland
$3.25M +$55K +3,374 +1%
State Street
14
State Street
Massachusetts
$2.76M -$1.33M -81,900 -29%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$2.03M +$2.36M +144,734 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.98M +$1.96M +120,370 +585%
BDS
17
Banco de Sabadell
Florida
$1.8M -$58.6K -3,600 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.64M -$246K -15,093 -11%
Mariner
19
Mariner
Kansas
$1.58M +$8.14K +500 +0.4%
LPL Financial
20
LPL Financial
California
$1.46M +$59K +3,623 +4%
OWA
21
One Wealth Advisors
California
$1.45M +$1.69M +103,693 New
IDBONY
22
Israel Discount Bank of New York
New York
$1.44M -$32.9K -2,020 -2%
PSUF
23
People's United Financial
Connecticut
$1.26M +$386K +23,712 +36%
CSIA
24
Charles Schwab Investment Advisory
California
$1.24M +$1.45M +88,716 New
PCIA
25
Prime Capital Investment Advisors
Kansas
$1.23M -$8.18M -502,435 -85%

GSG Hedge Fund Activity: Q4 2018 in Review

116 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares S&P GSCI Commodity-Indexed Trust (GSG) for Q4 2018, worth a combined $806M — down 15% from $954M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of GSG and 19 opened new positions — a net loss of 15 holders — while 35 trimmed existing stakes and 20 added.

The largest buyer was BlackRock, adding an estimated $69.5M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $8.18M.

  • 116 institutional investors held iShares S&P GSCI Commodity-Indexed Trust (GSG) as of Q4 2018, down from 132 in Q3 2018.
  • Funds reported $806M of iShares S&P GSCI Commodity-Indexed Trust stock for Q4 2018, down 15% quarter-over-quarter.
  • 19 funds opened new iShares S&P GSCI Commodity-Indexed Trust positions in Q4 2018 and 34 closed out, a net change of -15 holders.
  • The largest iShares S&P GSCI Commodity-Indexed Trust buyer in Q4 2018 was BlackRock, an estimated $69.5M added.
  • The largest iShares S&P GSCI Commodity-Indexed Trust seller in Q4 2018 was Prime Capital Investment Advisors, an estimated $8.18M sold.

Based on aggregated 13F filings for Q4 2018.