Inst. Holders
5 funds
IQ
IQSM
NEW YORK LIFE INVESTMENTS ET
$38.61 ▲ +0.42%
Prev close $38.44Snapshot
The big-picture read on IQSM right now — valuation, ownership and activity at a glance.
Inst. Value
$333.6M
Inst. Activity
1 buys / 0 sells
Price chart 30d -3.5%
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.
Sep 11, 2026 ftd
FTD: IQSM — 680,840 shares ($26.7M) failed to deliver
Settlement: 20260911, Price: $39.24, FTD Value: $26,716,161.6, NEW YORK LIFE INVEST ETF TRUST
Jun 30, 2026 Inst.
UBS Group AG — DOUBLED
976 shares ($38.8K)
Mar 31, 2026 Inst.
NEW YORK LIFE INVESTMENT — ADD
7,811,394 shares ($271.2M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 11, 2026
ftd
FTD: IQSM — 680,840 shares ($26.7M) failed to deliver
Settlement: 20260911, Price: $39.24, FTD Value: $26,716,161.6, NEW YORK LIFE INVEST ETF TRUST
Sep 10, 2026
short_volume
Short Volume: IQSM — 100.0% short (0.7M / 0.7M)
Short: 710,407 | Exempt: 0 | TRF Vol: 710,432 | Short Ratio: 100.0% | Off-exchange volume (dark pool + OTC)
Jun 12, 2026
ftd
FTD: IQSM — 45,575 shares ($1.8M) failed to deliver
Settlement: 20260612, Price: $38.58, FTD Value: $1,758,283.5, NEW YORK LIFE INVEST ETF TRUST
Institutional ownership
Which big funds own IQSM (from quarterly 13F filings) and who is adding or trimming.
5 institutional holders with $333.6M total value (8,383,043 shares) as of 2026-Q2. Top holders: NEW, Cetera, UBS. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 8,329,582 | $331.5M | 99.4% | ADD +35.2% |
| Cetera Investment Advisers | 51,994 | $2.1M | 0.6% | TRIM -35.3% |
| UBS Group AG | 976 | $38.8K | 0.0% | DOUBLED +24300.0% |
| JPMORGAN CHASE & CO | 269 | $10.6K | 0.0% | — |
| MORGAN STANLEY | 222 | $8.8K | 0.0% | DOUBLED +669.2% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | DOUBLED | 4 | 976 | +24300.0% | $38.8K |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | ADD | 5,775,886 | 7,811,394 | +35.2% | $271.2M |
| Cetera Investment Advisers | TRIM | 78,423 | 50,765 | -35.3% | $1.8M |
| MORGAN STANLEY | DOUBLED | 13 | 100 | +669.2% | $3.5K |
| UBS Group AG | NEAR_EXIT | 286 | 13 | -95.5% | $441.00 |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IQSM.
Shares short
4,413
Settlement Sep 15, 2026
Change vs prior
-10.6%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume