Nylim CND US MD CP Eq ETF-UiIQSMETF

13F holders, Q4 2024 (December 31)
3holders
1new positions
1sold out
1famous investor
$32.46avg. 13F price*

At the end of Q4 2024, 3 institutions reported holding Nylim CND US MD CP Eq ETF-Ui (IQSM) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were New York Life Investment Management LLC ($207.4M), Seeds Investor LLC ($1.4M) and Citadel Advisors ($662K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nylim CND US MD CP Eq ETF-Ui
Filed as
NEW YORK LIFE INVESTMENTS ET (Q4 2024)
CUSIP
45409B248
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 3Q1 2024Q2 2024: 2Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 7Q3 2025Q4 2025: 6Q4 2025Q1 2026: 6Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$662K
Exits1$717K

All 13F filers, Q3 2024 → Q4 2024: 22,953 shares bought and 655,339 shares sold, net −632,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

New York Life Investment Management LLC 2.03% Reduce -9.0% 6,389,054 $207.4M
Seeds Investor LLC 0.41% Add +6.1% 44,485 $1.4M
Citadel Advisors 0.00% New 20,406 $662K

"% of holder's portfolio" is IQSM's weight in each manager's 13F, not the share of Nylim CND US MD CP Eq ETF-Ui the manager owns.