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Interactive Brokers
IBKR

Overview Fund Activity

423 hedge funds and large institutions have $7.61B invested in Interactive Brokers in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 61 closing their positions.

Holders
423
Holders Change
-7
Holders Change %
-1.63%
% of All Funds
6.67%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
56
Increased
146
Reduced
154
Closed
61
Calls
$38.9M
Puts
$52.3M
Net Calls
-$13.3M
Net Calls Change
-$1.04M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$677M
2
CFM
2
Coronation Fund Managers
South Africa
$77.3M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$203M
4
CM
4
Cercano Management
Washington
$29.2M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$29.4M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$8.26M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$1.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$941K
4
SC
4
Samlyn Capital
New York
$43.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$6.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
226
Wealthfront Advisers
California
$809K 9,738 +5,479 +129%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$804K 9,679 -278 -3%
EGM
228
Engineers Gate Manager
New York
$794K 9,558 -11,103 -54%
FAM
229
Formidable Asset Management
Ohio
$788K 9,483 +9,483 New
TWM
230
TriaGen Wealth Management
California
$786K 9,467 +5,925 +167%
BTWM
231
Baker Tilly Wealth Management
Wisconsin
$785K 9,453 -627 -6%
VEA
232
Virtus ETF Advisers
New York
$785K 9,448 -1,647 -15%
Creative Planning
233
Creative Planning
Kansas
$771K 9,279 +2,797 +43%
APC
234
Aspire Private Capital
North Carolina
$766K 9,226 +337 +4%
SAM
235
Securian Asset Management
Minnesota
$762K 9,175 -216 -2%
SIA
236
Strategic Investment Advisors
Michigan
$761K 9,158 -305 -3%
FCAG
237
First Capital Advisors Group
New Jersey
$749K 9,014 -101 -1%
LA
238
LVW Advisors
New York
$735K 8,842 -107 -1%
FFP
239
FourThought Financial Partners
Florida
$726K 8,734 +550 +7%
II
240
Ibex Investors
Colorado
$706K 8,500 – –
HWAM
241
Hennion & Walsh Asset Management
New Jersey
$706K 8,497 +2,282 +37%
CGH
242
Crossmark Global Holdings
Texas
$703K 8,078 -344 -4%
MSRPS
243
Maryland State Retirement & Pension System
Maryland
$655K 7,886 +740 +10%
HighTower Advisors
244
HighTower Advisors
Illinois
$638K 7,705 +3,420 +80%
IMRF
245
Illinois Municipal Retirement Fund
Illinois
$605K 7,278 +7,278 New
PWS
246
Precision Wealth Strategies
Missouri
$577K 6,943 -192 -3%
DI
247
DFPG Investments
Utah
$575K 7,016 -334 -5%
IWA
248
Intercontinental Wealth Advisors
Texas
$564K 6,785 +234 +4%
MAM
249
Mystic Asset Management
Rhode Island
$561K 6,750 -400 -6%
MML Investors Services
250
MML Investors Services
Massachusetts
$544K 6,543 -6,196 -49%
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10
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