Purchases and Sales Made in Q2 2025 in Iq Merger Arbitrage ETF (MNA)
This table provides information about the institutional ownership of Iq Merger Arbitrage ETF (MNA) during Q2 2025. The information is specifically focused on institutions that hold shares of IQ MERGER ARBITRAGE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
162KNew |
$5.44M - $5.7M
|
162K
$5.76M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.6K+ 13.05% |
$2.81M - $2.95M
|
724K
$25.8M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
71.1K+ 70.62% |
$2.39M - $2.51M
|
172K
$6.13M
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
38.2KNew |
$1.29M - $1.35M
|
38.2K
$1.36M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.9KNew |
$1.11M - $1.16M
|
32.9K
$1.17M
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
20.9KNew |
$703K - $737K
|
20.9K
$745K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.7K+ 15.35% |
$595K - $624K
|
133K
$4.74M
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.3K+ 37.88% |
$581K - $609K
|
62.8K
$2.24M
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
16.6KNew |
$559K - $586K
|
16.6K
$593K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
15.9K+ 6.27% |
$533K - $559K
|
269K
$9.59M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.2KNew |
$511K - $536K
|
15.2K
$542K
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.33K+ 88.35% |
$314K - $329K
|
19.9K
$710K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.37KNew |
$214K - $225K
|
6.37K
$227K
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
6.03K+ 4.8% |
$203K - $213K
|
132K
$4.7M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.82KNew |
$196K - $205K
|
5.82K
$208K
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.54K+ 43.37% |
$85.3K - $89.4K
|
8.38K
$299K
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.39K+ 0.46% |
$80.3K - $84.1K
|
524K
$18.7M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.19K+ 5.45% |
$73.8K - $77.3K
|
42.4K
$1.51M
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.16KNew |
$72.6K - $76.1K
|
2.16K
$77K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.02K+ 23.7% |
$68.1K - $71.4K
|
10.6K
$377K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.85K+ 9.46% |
$62.4K - $65.4K
|
21.5K
$766K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.21K+ 6.68% |
$40.8K - $42.7K
|
19.4K
$691K
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.16K+ 5.8% |
$39K - $40.8K
|
21.1K
$754K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.08K+ 1.42% |
$36.2K - $38K
|
77.2K
$2.75M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.01KNew |
$34.1K - $35.7K
|
1.01K
$36.2K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
833+ 9.2% |
$28K - $29.4K
|
9.89K
$353K
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
673New |
$22.6K - $23.7K
|
673
$24K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
444+ 2.94% |
$14.9K - $15.7K
|
15.5K
$554K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
441+ 55.82% |
$14.8K - $15.6K
|
1.23K
$43.9K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
189+ 2.94% |
$6.36K - $6.67K
|
6.62K
$236K
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
164New |
$5.52K - $5.78K
|
164
$5.85K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
103+ 0.53% |
$3.47K - $3.63K
|
19.4K
$694K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
66New |
$2.22K - $2.33K
|
66
$2.36K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
41+ 0.39% |
$1.38K - $1.45K
|
10.6K
$377K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-27- 0.16% |
$909 - $952
|
16.4K
$585K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-33- 5.45% |
$1.11K - $1.16K
|
572
$20.4K
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-51- 0.38% |
$1.72K - $1.8K
|
13.5K
$481K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-167- 47.04% |
$5.62K - $5.89K
|
188
$6.71K
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-203- 3.05% |
$6.83K - $7.16K
|
6.44K
$230K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-419- 82.64% |
$14.1K - $14.8K
|
88
$3.14K
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-486- 5.18% |
$16.4K - $17.1K
|
8.89K
$317K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-520- 1.96% |
$17.5K - $18.3K
|
26K
$927K
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-551- 1.27% |
$18.5K - $19.4K
|
42.7K
$1.52M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.06K- 13.59% |
$35.6K - $37.3K
|
6.73K
$240K
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.46K- 1.9% |
$49.1K - $51.4K
|
75.1K
$2.68M
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.01K- 18.66% |
$67.7K - $71K
|
8.78K
$313K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.12K- 13.38% |
$273K - $287K
|
52.6K
$1.88M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.21K- 9.43% |
$310K - $325K
|
88.5K
$3.16M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11K- 10.57% |
$369K - $387K
|
92.8K
$3.31M
|