Nylim Cndrim US LC Eq ETF-UiIQSUETF
13F holders, Q4 2024 (December 31)25holders −2
1new positions
4sold out
$48.41avg. 13F price*
At the end of Q4 2024, 25 institutions reported holding Nylim Cndrim US LC Eq ETF-Ui (IQSU) in their 13F filings, down 2 from Q3 2024. 1 opened new positions and 4 sold out. The largest holders were New York Life Investment Management LLC ($260.9M), Bank of Italy ($87.4M) and Boston Financial Mangement LLC ($2.5M).
- Company
- Nylim Cndrim US LC Eq ETF-Ui
- Filed as
- NEW YORK LIFE INVESTMENTS ET (Q4 2024)
- CUSIP
- 45409B461
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $394K |
| Exits | 4 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 15,075 shares bought and 68,651 shares sold, net −53,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| New York Life Investment Management LLC | 2.55% | Reduce -0.5% | 5,389,345 | $260.9M |
| Bank of Italy | 4.34% | No change | 1,805,576 | $87.4M |
| Boston Financial Mangement LLC | 0.07% | Reduce -2.3% | 51,230 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -6.8% | 38,254 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -6.2% | 34,796 | $1.7M |
| Old Mission Capital LLC | 0.02% | Add +10.3% | 21,373 | $1.0M |
| Waterloo Capital, L.P. | 0.09% | Reduce -8.9% | 17,885 | $866K |
| Mgo One Seven LLC | 0.03% | Add +13.8% | 16,067 | $778K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.7% | 15,673 | $759K |
| IFP Advisors, Inc | 0.02% | Reduce -4.9% | 14,954 | $724K |
| Two Sigma Investments, LP | 0.00% | Reduce -4.5% | 14,900 | $721K |
| Paul R. Ried Financial Group, LLC | 0.44% | — | 13,062 | $632K |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.4% | 11,980 | $580K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +7.1% | 11,961 | $579K |
| Raymond James Financial Inc. | 0.00% | — | 9,377 | $454K |
| Envestnet Asset Management Inc. | 0.00% | New | 8,131 | $394K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.1% | 6,850 | $332K |
| Palisades Hudson Asset Management, L.P. | 0.10% | Add +18.5% | 5,107 | $247K |
| Financial Gravity Companies, Inc. | 0.05% | Add +0.1% | 4,232 | $205K |
| FMR LLC | 0.00% | Reduce -10.9% | 4,194 | $203K |
| Morgan Stanley | 0.00% | Add +68.7% | 3,437 | $166K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -8.1% | 2,171 | $105K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,983 | $96K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.1% | 1,552 | $75K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 625 | $30K |
"% of holder's portfolio" is IQSU's weight in each manager's 13F, not the share of Nylim Cndrim US LC Eq ETF-Ui the manager owns.