We are live on ! Find out more
MNA icon

IQ ARB Merger Arbitrage ETF

80 hedge funds and large institutions have $169M invested in IQ ARB Merger Arbitrage ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% less ownership

Funds ownership: 66.43%66.37% (-0.05%)

4% less capital invested

Capital invested by funds: $176M → $169M (-$7.17M)

7% less funds holding

Funds holding: 8680 (-6)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
31
Closed
11
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
$27.9M -$3.26M -90,093 -11%
Morgan Stanley
2
Morgan Stanley
New York
$26.4M +$223K +6,156 +0.9%
OPCM
3
Osborne Partners Capital Management
California
$20.1M +$244K +6,733 +1%
OAM
4
Oppenheimer Asset Management
New York
$10.3M +$1.02M +28,268 +11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.94M -$2.9M -80,127 -30%
AL
6
Aspiriant LLC
California
$6.19M +$671K +18,548 +12%
Ameriprise
7
Ameriprise
Minnesota
$5.25M -$5.06M -140,000 -49%
EH
8
Equitable Holdings
New York
$5.23M +$217K +6,005 +4%
IWM
9
IHT Wealth Management
Illinois
$5.14M -$96.1K -2,658 -2%
BRWA
10
B. Riley Wealth Advisors
Florida
$4.26M +$438K +12,124 +11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.75M -$454K -12,557 -11%
KWA
12
Kingswood Wealth Advisors
California
$2.8M -$1.26M -34,860 -31%
LPL Financial
13
LPL Financial
California
$2.77M -$293K -8,096 -10%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$2.76M -$86.3K -2,387 -3%
SC
15
Savant Capital
Illinois
$2.71M -$4.41K -122 -0.2%
Bank of America
16
Bank of America
North Carolina
$2.32M -$58.7K -1,623 -2%
CFA
17
Collaborative Fund Advisors
Nevada
$2.22M +$2.2M +60,965 New
CFIA
18
Cantor Fitzgerald Investment Advisors
New York
$2.19M -$17.7K -490 -0.8%
AI
19
Atria Investments
North Carolina
$2.05M +$1.74M +48,129 +579%
FHC
20
First Heartland Consultants
Missouri
$2.01M +$1.74M +48,114 +661%
Citadel Advisors
21
Citadel Advisors
Florida
$1.96M +$1.02M +28,275 +111%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.91M +$48.2K +1,334 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.75M -$134K -3,711 -7%
FFA
24
Farther Finance Advisors
California
$1.45M +$129K +3,555 +10%
Raymond James Financial
25
Raymond James Financial
Florida
$1.43M -$2.33M -64,343 -62%