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IQ Candriam US Large Cap Equity ETF

23 hedge funds and large institutions have $227M invested in IQ Candriam US Large Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0% more funds holding

Funds holding: 2323 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.09% less ownership

Funds ownership: 96.55%96.46% (-0.09%)

12% less capital invested

Capital invested by funds: $257M → $227M (-$29.7M)

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
8
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$202M -$45.6M -844,587 -19%
Goldman Sachs
2
Goldman Sachs
New York
$6.87M +$6.77M +125,402 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.13M +$1.01M +18,761 +25%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.76M -$14.2K -262 -0.5%
Bank of America
5
Bank of America
North Carolina
$2.24M +$222K +4,103 +11%
Citadel Advisors
6
Citadel Advisors
Florida
$1.28M +$1.26M +23,400 New
LPL Financial
7
LPL Financial
California
$1.14M -$242K -4,483 -18%
WC
8
Waterloo Capital
Texas
$970K
PRRFG
9
Paul R. Ried Financial Group
Washington
$857K +$59.8K +1,107 +8%
IA
10
IFP Advisors
Florida
$779K -$55.2K -1,021 -7%
OMC
11
Old Mission Capital
Illinois
$682K +$673K +12,465 New
PAG
12
Private Advisor Group
New Jersey
$634K -$155K -2,875 -20%
Raymond James Financial
13
Raymond James Financial
Florida
$566K +$1.03K +19 +0.2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$300K
PHAM
15
Palisades Hudson Asset Management
Florida
$283K +$864 +16 +0.3%
FGAM
16
Financial Gravity Asset Management
Texas
$245K -$1.95K -36 -0.8%
NA
17
NewEdge Advisors
Louisiana
$206K +$61.9K +1,145 +44%
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$110K
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$104K +$15.1K +280 +17%
Morgan Stanley
20
Morgan Stanley
New York
$97.6K -$1.95K -36 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$34.7K +$162 +3 +0.5%
KAS
22
Kestra Advisory Services
Texas
$24.7K +$24.4K +451 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$5.16K
MOS
24
MGO One Seven
Ohio
-$703K -13,224 Closed
WANY
25
Wealthspire Advisors (New York)
New York
-$11.4K -214 Closed

IQSU Hedge Fund Activity: Q4 2025 in Review

23 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in IQ Candriam US Large Cap Equity ETF (IQSU) for Q4 2025, worth a combined $227M — down 12% from $257M a quarter earlier.

Fund positioning in IQSU was balanced in Q4 2025: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $6.77M. The largest seller was New York Life Investment Management, cutting an estimated $45.6M.

  • 23 institutional investors held IQ Candriam US Large Cap Equity ETF (IQSU) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $227M of IQ Candriam US Large Cap Equity ETF stock for Q4 2025, down 12% quarter-over-quarter.
  • 4 funds opened new IQ Candriam US Large Cap Equity ETF positions in Q4 2025 and 4 closed out, a net change of 0 holders.
  • The largest IQ Candriam US Large Cap Equity ETF buyer in Q4 2025 was Goldman Sachs, an estimated $6.77M added.
  • The largest IQ Candriam US Large Cap Equity ETF seller in Q4 2025 was New York Life Investment Management, an estimated $45.6M sold.

Based on aggregated 13F filings for Q4 2025.