Inst. Holders
11 funds
IQ
IQSI
NEW YORK LIFE INVESTMENTS ET
$37.72 ▼ -0.66%
Prev close $37.97Snapshot
The big-picture read on IQSI right now — valuation, ownership and activity at a glance.
Inst. Value
$224.3M
Inst. Activity
1 buys / 1 sells
Price chart 30d -3.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jun 30, 2026 Inst.
JANE STREET GROUP, LLC — ADD
27,267 shares ($1.0M)
Jun 30, 2026 Inst.
RAYMOND JAMES FINANCIAL INC — TRIM
16,097 shares ($616.4K)
Jun 12, 2026 ftd
FTD: IQSI — 385,171 shares ($14.8M) failed to deliver
Settlement: 20260612, Price: $38.40, FTD Value: $14,790,566.4, NEW YORK LIFE INVEST ETF TR NY
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Jun 12, 2026
ftd
FTD: IQSI — 385,171 shares ($14.8M) failed to deliver
Settlement: 20260612, Price: $38.40, FTD Value: $14,790,566.4, NEW YORK LIFE INVEST ETF TR NY
Mar 13, 2026
short_interest
FTD: IQSI — 279,970 shares ($10.0M) failed to deliver
Settlement: 20260313, Price: $35.86, FTD Value: $10,039,724.2, NEW YORK LIFE INVEST ETF TR NY
Institutional ownership
Which big funds own IQSI (from quarterly 13F filings) and who is adding or trimming.
11 institutional holders with $224.3M total value (5,857,972 shares) as of 2026-Q2. Top holders: NEW, Focus, Orion.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 5,695,211 | $218.1M | 97.2% | — |
| Focus Partners Wealth | 36,840 | $1.4M | 0.6% | TRIM -36.9% |
| Orion Porfolio Solutions, LLC | 29,455 | $1.1M | 0.5% | NEAR_EXIT -79.0% |
| JANE STREET GROUP, LLC | 27,267 | $1.0M | 0.5% | ADD +28.7% |
| CAPTRUST FINANCIAL ADVISORS | 16,324 | $625.1K | 0.3% | — |
| RAYMOND JAMES FINANCIAL INC | 16,097 | $616.4K | 0.3% | TRIM -25.1% |
| MORGAN STANLEY | 14,497 | $555.1K | 0.2% | — |
| BANK OF AMERICA CORP /DE/ | 9,099 | $348.4K | 0.2% | NEAR_EXIT -99.8% |
| LPL Financial LLC | 6,922 | $265.1K | 0.1% | TRIM -25.7% |
| OSAIC HOLDINGS, INC. | 3,690 | $141.3K | 0.1% | DOUBLED +9420.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | ADD | 21,194 | 27,267 | +28.7% | $1.0M |
| RAYMOND JAMES FINANCIAL INC | TRIM | 21,481 | 16,097 | -25.1% | $616.4K |
| JANE STREET GROUP, LLC | ADD | 12,218 | 21,194 | +73.5% | $746.9K |
| LPL Financial LLC | TRIM | 8,908 | 6,615 | -25.7% | $233.1K |
| Focus Partners Wealth | TRIM | 58,309 | 36,772 | -36.9% | $1.3M |
| NewEdge Advisors, LLC | NEAR_EXIT | 12,403 | 2,570 | -79.3% | $90.4K |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 97,024 | 159 | -99.8% | $5.6K |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 89,170 | 147,447 | +65.4% | $5.0M |
| BANK OF AMERICA CORP /DE/ | ADD | 59,939 | 97,024 | +61.9% | $3.3M |
| Focus Partners Wealth | ADD | 38,285 | 58,309 | +52.3% | $2.0M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IQSI.
Shares short
26,359
Settlement Sep 15, 2026
Change vs prior
+492.2%
Semi-monthly cycle
Days to cover
1.9
At avg daily volume