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IZEA Worldwide
IZEA

Overview Fund Activity

22 hedge funds and large institutions have $3.23M invested in IZEA Worldwide in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
22
Holders Change
-8
Holders Change %
-26.67%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2K
2
IA
2
IFP Advisors
Florida
$2.97K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.41M
2
BlackRock
2
BlackRock
New York
$496K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$539K
4
JAMONY
4
Jacob Asset Management of New York
California
$253K
5
State Street
5
State Street
Massachusetts
$125K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.41M 581,031 -1,743,090 -75%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$539K 222,843 -276,851 -55%
BlackRock
3
BlackRock
New York
$496K 205,108 -757,577 -79%
JAMONY
4
Jacob Asset Management of New York
California
$253K 104,650 -253,950 -71%
State Street
5
State Street
Massachusetts
$125K 51,510 -154,534 -75%
Renaissance Technologies
6
Renaissance Technologies
New York
$111K 46,025 -95,175 -67%
Northern Trust
7
Northern Trust
Illinois
$76.3K 31,519 -94,813 -75%
CC
8
Cannell & Co
New York
$75.6K 31,250 -93,750 -75%
CAC
9
Certified Advisory Corp
Florida
$40.2K 16,604 -49,810 -75%
Morgan Stanley
10
Morgan Stanley
New York
$31.6K 13,038 -41,637 -76%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$25.4K 10,506 -31,521 -75%
PVI
12
Pine Valley Investments
New Jersey
$24.3K 10,050 -30,150 -75%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.76K 2,793 -11,126 -80%
TRCT
14
Tower Research Capital (TRC)
New York
$4.71K 1,948 -9,574 -83%
SIS
15
Strategic Investment Solutions
Illinois
$3.75K 5,000 – –
IA
16
IFP Advisors
Florida
$2.97K 1,028 +206 +25%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2K 637 +637 New
CA
18
Clearstead Advisors
Ohio
$1.46K 602 -1,806 -75%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$511 211 -7,520 -97%
Wells Fargo
20
Wells Fargo
California
$271 112 -319 -74%
EWA
21
EverSource Wealth Advisors
Alabama
$2 1 -6 -86%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$2 1 +1 New
GKFF
23
George Kaiser Family Foundation
Oklahoma
– – -486,116 Closed
Squarepoint
24
Squarepoint
New York
– – -35,688 Closed
Charles Schwab
25
Charles Schwab
California
– – -34,489 Closed
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