Who Owns NYLI Candriam U.S. Mid Cap Equity ETF (IQSM)?Hedge Fund & Institutional Holders
Institutional Holders
6
as of Q4 2025
Total Institutional Value
$1990003436.2T
% of Float Held
—
QoQ Change in Holders
+0 / -1
Price History
IQSM — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| MORGAN STANLEY | Increased | +87 | +$-441K |
IQSM — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | Decreased | -387K | -$208.8B |
| SEEDS INVESTOR LLC | Decreased | -17K | -$3.9B |
| Cetera Investment Advisers | Decreased | -3K | -$2.8B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -662 | -$347.0M |
| Rossby Financial, LCC | Decreased | -73 | -$110.7M |
| UBS Group AG | Closed Position | -13 | -$441K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 5,775,886 | $199.0M | 1.72% | Share |
| 2 | SEEDS INVESTOR LLC | 99,268 | $3.4M | 0.66% | Share |
| 3 | Cetera Investment Advisers | 78,423 | $2.0M | 0.00% | Share |
| 4 | Rossby Financial, LCC | 3,186 | $110K | 0.03% | Share |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,571 | $0 | 0.00% | Share |
| 6 | MORGAN STANLEY | 100 | $0 | 0.00% | Share |
IQSM Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 6 | $204.5M | -1 |
| Q3 2025 | 7 | $216.2B | +3 |
| Q2 2025 | 4 | $208.1B | +1 |
| Q1 2025 | 3 | $202.1B | -1 |
| Q4 2024 | 4 | $209.5B | +0 |
| Q3 2024 | 4 | $718.4B | +1 |
| Q2 2024 | 3 | $1.4B | -1 |
| Q1 2024 | 4 | $530.9B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 6 institutional investors hold IQSM (NYLI Candriam U.S. Mid Cap Equity ETF). The largest holder is NEW YORK LIFE INVESTMENT MANAGEMENT LLC with $199.0M in shares. This quarter, 0 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own IQSM?
As of Q4 2025, 6 institutional investors report holding IQSM (NYLI Candriam U.S. Mid Cap Equity ETF) in their 13F filings.
Who is the largest institutional holder of IQSM?
The largest institutional holder of IQSM is NEW YORK LIFE INVESTMENT MANAGEMENT LLC with $199.0M in shares.
Is institutional ownership of IQSM increasing or decreasing?
This quarter, 0 institutions opened new positions in IQSM and 1 closed their positions.