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Interactive Brokers
IBKR

Overview Fund Activity

339 hedge funds and large institutions have $5.9B invested in Interactive Brokers in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 159 increasing their positions, 94 reducing their positions, and 49 closing their positions.

Holders
339
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.86%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
46
Increased
159
Reduced
94
Closed
49
Calls
$29.8M
Puts
$24.8M
Net Calls
+$4.93M
Net Calls Change
-$16M

Top Buyers

1
GWM
1
Greenwich Wealth Management
Connecticut
$325M
2
BlackRock
2
BlackRock
New York
$534M
3
ABI
3
Abrams Bison Investments
Maryland
$55.6M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$42.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$577M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$358M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$204M
3
AP
3
Antipodes Partners
Australia
$57.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$56.5M
5
ACL
5
Azora Capital LP
Florida
$3.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
251
Wealthfront Advisers
California
$223K 3,483 +3,483 New
IA
252
Inspire Advisors
Idaho
$221K 3,456 +3,456 New
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$220K 3,449 +135 +4%
SFG
254
Synergy Financial Group
California
$219K 3,425 +3,425 New
Macquarie Group
255
Macquarie Group
Australia
$216K 2,119 +91 +4%
Commonwealth Equity Services
256
Commonwealth Equity Services
Massachusetts
$209K 3,285 +3,285 New
BFM
257
Boothbay Fund Management
New York
$208K 3,262 -2,673 -45%
CA
258
Crewe Advisors
Utah
$167K 2,611 – –
BC
259
Bartlett & Co
Ohio
$151K 2,360 – –
BCWM
260
Bartlett & Co Wealth Management
Ohio
$151K 2,360 – –
C
261
Covestor
United Kingdom
$145K 2,268 -2 -0.1%
DCM
262
Dupont Capital Management
Delaware
$144K 2,257 +2,257 New
Amundi
263
Amundi
France
$137K 2,003 +235 +13%
CTC
264
Central Trust Company
Missouri
$130K 2,020 +25 +1%
SG Americas Securities
265
SG Americas Securities
New York
$107K 1,676 -142,287 -99%
O
266
Ossiam
France
$83K 1,303 +1,303 New
QCG
267
Quadrant Capital Group
Ohio
$69K 1,072 +329 +44%
KTC
268
Kistler-Tiffany Companies
Pennsylvania
$64K 1,000 – –
DZ Bank
269
DZ Bank
Germany
$64K 1,000 – –
Rockefeller Capital Management
270
Rockefeller Capital Management
New York
$62K 978 -32 -3%
WWM
271
Wolff Wiese Magana
California
$62K 968 -21 -2%
SWM
272
Spire Wealth Management
Virginia
$61K 955 -108 -10%
CFO
273
CVA Family Office
Colorado
$58K 905 +20 +2%
Acadian Asset Management
274
Acadian Asset Management
Massachusetts
$57K 905 -1,473 -62%
Nisa Investment Advisors
275
Nisa Investment Advisors
Missouri
$57K 817 +417 +104%
9 10
11
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