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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 %
MPPW
251
Mitchell & Pahl Private Wealth
Oklahoma
$537K 6,461 +205 +3%
Commonwealth Equity Services
252
Commonwealth Equity Services
Massachusetts
$519K 6,248 +1,933 +45%
CDH
253
Charles D. Hyman
$507K 6,100 -1,058 -15%
AWA
254
Arkadios Wealth Advisors
Georgia
$500K 6,025 -174 -3%
ProShare Advisors
255
ProShare Advisors
Maryland
$500K 6,017 -103 -2%
DekaBank Deutsche Girozentrale
256
DekaBank Deutsche Girozentrale
Germany
$493K 6,043 +593 +11%
CAN
257
Cetera Advisor Networks
California
$485K 5,836 +761 +15%
SG Americas Securities
258
SG Americas Securities
New York
$482K 5,799 -7,145 -55%
GCP
259
GSA Capital Partners
United Kingdom
$469K 5,649 +5,649 New
AWAU
260
Alliance Wealth Advisors (Utah)
Utah
$468K 5,635 -22 -0.4%
IAN
261
Integrated Advisors Network
Texas
$460K 5,536 -8,774 -61%
FIM
262
Freedom Investment Management
Connecticut
$456K 5,495 +5,495 New
URS
263
Utah Retirement Systems
Utah
$449K 5,400 +400 +8%
SCM
264
Shelton Capital Management
Colorado
$438K 5,272 -167 -3%
SWS
265
SYSTM Wealth Solutions
Illinois
$437K 5,264 -33 -0.6%
Acadian Asset Management
266
Acadian Asset Management
Massachusetts
$432K 5,206 – –
MWC
267
MBM Wealth Consultants
Missouri
$425K 4,991 +1,086 +28%
BRWA
268
B. Riley Wealth Advisors
Florida
$422K 5,081 +498 +11%
Mariner
269
Mariner
Kansas
$415K 4,990 -234 -4%
Brown Advisory
270
Brown Advisory
Maryland
$396K 4,766 -754 -14%
HIM
271
Hillsdale Investment Management
Ontario, Canada
$376K 4,530 -600 -12%
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$371K 4,462 -71 -2%
DTL
273
Dynamic Technology Lab
Singapore
$360K 4,337 +4,337 New
RWPA
274
Richard W. Paul & Associates
Michigan
$359K 4,324 -41 -0.9%
EWA
275
EverSource Wealth Advisors
Alabama
$357K 4,301 -55 -1%
9 10
11
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