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IQ ARB Merger Arbitrage ETF

71 hedge funds and large institutions have $151M invested in IQ ARB Merger Arbitrage ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
20
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NYLIM
1
New York Life Investment Management
New York
$26.6M -$1.77M -50,133 -6%
Morgan Stanley
2
Morgan Stanley
New York
$25.5M +$2.95M +83,619 +13%
OPCM
3
Osborne Partners Capital Management
California
$18.5M +$84.1K +2,385 +0.5%
OAM
4
Oppenheimer Asset Management
New York
$9.48M +$559K +15,852 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.45M -$2.2M -62,280 -25%
Ameriprise
6
Ameriprise
Minnesota
$6.06M +$2.51M +71,109 +71%
BRWA
7
B. Riley Wealth Advisors
Florida
$5.7M +$5.7M +161,525 New
EH
8
Equitable Holdings
New York
$4.69M +$624K +17,680 +15%
AL
9
Aspiriant LLC
California
$4.64M +$213K +6,032 +5%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$3.27M -$387K -10,977 -11%
LPL Financial
11
LPL Financial
California
$3.12M -$325K -9,214 -9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.72M +$38K +1,077 +1%
SC
13
Savant Capital
Illinois
$2.65M -$51.4K -1,458 -2%
LSWP
14
Liberty Square Wealth Partners
Pennsylvania
$2.62M -$415K -11,774 -14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.54M -$2.09M -59,250 -45%
KWA
16
Kingswood Wealth Advisors
California
$2.22M +$609K +17,258 +38%
CFIA
17
Cantor Fitzgerald Investment Advisors
New York
$2.18M -$45.2K -1,282 -2%
Bank of America
18
Bank of America
North Carolina
$1.85M -$287K -8,124 -13%
OIA
19
OneDigital Investment Advisors
Kansas
$1.83M -$1.13M -31,969 -38%
AL
20
ACAS LLC
California
$1.53M -$19.7K -551 -1%
Raymond James Financial
21
Raymond James Financial
Florida
$1.5M +$77.3K +2,192 +5%
RL
22
Retireful LLC
Michigan
$1.35M +$1.35M +38,217 New
Citadel Advisors
23
Citadel Advisors
Florida
$1.16M +$1.16M +32,921 New
FFA
24
Farther Finance Advisors
California
$916K -$18.3K -520 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$757K +$65.4K +1,854 +9%