Dark Pools
Difficulty advanced
Overview
Dark pools are private trading venues where orders are not displayed publicly before execution. They provide anonymity and reduced market impact for large institutional orders.
Types of Dark Pools
| Type |
Operator |
Example |
| Broker-Dealer |
Investment banks |
Goldman Sachs Sigma, MS Pool |
| Exchange-Affiliated |
Public exchanges |
NYSE Dark, NASDAQ Crossfinder |
| Independent |
Standalone firms |
Liquidnet, POSIT |
| Internalizer |
Retail brokers |
Citadel Securities, Virtu |
How Dark Pools Work
1. Institutional trader sends order to dark pool
2. Order is NOT displayed publicly
3. Dark pool searches for matching contra-side order
4. If match found → trade executes at midpoint or better
5. Trade reported to consolidated tape (delayed)
Advantages
| Benefit |
Description |
| Anonymity |
Order not visible to market |
| Reduced Impact |
Less market impact than lit exchanges |
| Price Improvement |
Often executes at midpoint |
| Lower Information Leakage |
HFTs can't see your order |
Disadvantages
| Drawback |
Description |
| No Guaranteed Execution |
May not find matching order |
| Less Price Discovery |
Orders hidden from market |
| Adverse Selection |
May trade against informed flow |
| Opacity |
Less transparent pricing |
Dark Pool Volume
US Equity Dark Pool Volume: ~30-40% of total volume
Largest venues by volume:
1. Citadel Securities
2. Virtu Financial
3. Jane Street
4. UBS ATS
5. Goldman Sachs Sigma X
Trading Strategy Implications
For All Traders
- Dark pool prints at unusual prices can signal institutional activity
- Large dark pool trades may indicate smart money positioning
- TRF volume spikes = institutional activity
Regulation
Reg ATS (Alternative Trading Systems)
Dark pools must register as ATS if they:
- Match orders internally
- Handle > 5% of average daily volume
Requirements:
- Fair access rules
- Reporting requirements
- SEC oversight
Practical Guidelines
- Not for Retail — Most dark pools have minimum order sizes
- Use Smart Routing — Brokers automatically route to dark pools
- Monitor TRF Prints — Can signal institutional activity
- Understand Fill Rate — Dark pools don't guarantee fills
- Price Discovery — Dark pools reduce market transparency
Next Steps