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Interactive Brokers
IBKR

Overview Fund Activity

318 hedge funds and large institutions have $5.27B invested in Interactive Brokers in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 134 increasing their positions, 84 reducing their positions, and 46 closing their positions.

Holders
318
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
5.55%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
45
Increased
134
Reduced
84
Closed
46
Calls
$44.9M
Puts
$107M
Net Calls
-$61.6M
Net Calls Change
-$5.87M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$283M
2
Millennium Management
2
Millennium Management
New York
$70.7M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$88.6M
4
MWA
4
Marshall Wace Asia
Hong Kong
$65.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$36.2M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$0
2
SC
2
Samlyn Capital
New York
$0
3
GWM
3
Greenwich Wealth Management
Connecticut
$494M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$294K
5
PI
5
Putnam Investments
Massachusetts
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
226
Shelton Capital Management
Colorado
$307K 4,672 – –
S
227
swisspartners
Liechtenstein
$302K 4,600 – –
Mitsubishi UFJ Trust & Banking
228
Mitsubishi UFJ Trust & Banking
Japan
$294K 4,495 -621,815 -99%
HSA
229
HBK Sorce Advisory
Pennsylvania
$294K 4,470 -230 -5%
IWA
230
Intercontinental Wealth Advisors
Texas
$282K 4,286 +658 +18%
FCBT
231
First Citizens Bank & Trust
North Carolina
$277K 4,207 -989 -19%
URS
232
Utah Retirement Systems
Utah
$269K 4,100 +300 +8%
QIM
233
Quantitative Investment Management
Virginia
$266K 4,057 +4,057 New
FRM
234
Fox Run Management
Connecticut
$256K 3,893 +3,893 New
IMRF
235
Illinois Municipal Retirement Fund
Illinois
$256K 3,899 +3,899 New
Janus Henderson Group
236
Janus Henderson Group
United Kingdom
$252K 3,834 +3,834 New
CG
237
Cutler Group
California
$245K 3,734 +3,390 +985%
CM
238
Capula Management
Cayman Islands
$243K 3,700 +3,700 New
MML Investors Services
239
MML Investors Services
Massachusetts
$242K 3,686 +691 +23%
SOW
240
State of Wyoming
Wyoming
$242K 3,675 +1,997 +119%
PAM
241
Panagora Asset Management
Massachusetts
$240K 3,658 -48 -1%
Voloridge Investment Management
242
Voloridge Investment Management
Florida
$235K 3,569 +3,569 New
HTC
243
Haverford Trust Company
Pennsylvania
$232K 3,530 – –
CIBC Asset Management
244
CIBC Asset Management
Ontario, Canada
$226K 3,432 – –
MCM
245
MAI Capital Management
Ohio
$222K 3,373 +112 +3%
Cetera Investment Advisers
246
Cetera Investment Advisers
Illinois
$222K 3,372 +444 +15%
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$217K 3,299 +134 +4%
BS
248
Boenning & Scattergood
Pennsylvania
$217K 3,300 +3,300 New
KAS
249
Kestra Advisory Services
Texas
$204K 3,099 +202 +7%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$192K 2,921 -81 -3%
8 9
10
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