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iShares Global Materials ETF

115 hedge funds and large institutions have $435M invested in iShares Global Materials ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 31

11% more capital invested

Capital invested by funds: $390M → $435M (+$44.3M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 115115 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.4% less ownership

Funds ownership: 62.13%59.72% (-2.4%)

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
41
Reduced
31
Closed
14
Calls
$855K
Puts
Net Calls
+$855K
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
26
Beam Wealth Advisors
Louisiana
$1.35M +$76K +846 +6%
MA
27
Mutual Advisors
Nebraska
$1.28M -$34.9K -388 -3%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.22M -$250K -2,777 -18%
Wells Fargo
29
Wells Fargo
California
$1.12M -$407K -4,534 -28%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.05M +$88.5K +985 +10%
AF
31
Advisornet Financial
Minnesota
$939K +$17.5K +195 +2%
SA
32
Strategic Advisors
New York
$915K -$33.2K -370 -4%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$905K -$17.3K -193 -2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$871K +$371K +4,132 +80%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$758K -$79.3K -882 -10%
TCA
36
Transcend Capital Advisors
New Jersey
$732K +$35.7K +397 +5%
Creative Planning
37
Creative Planning
Kansas
$727K +$3.59K +40 +0.5%
SW
38
SVB Wealth
Massachusetts
$635K -$80.6K -897 -12%
CPC
39
Cookson Peirce & Co
Pennsylvania
$625K +$316K +3,514 +112%
SC
40
Slow Capital
California
$616K -$58.6K -652 -9%
MML Investors Services
41
MML Investors Services
Massachusetts
$503K +$97K +1,080 +25%
Allianz Asset Management
42
Allianz Asset Management
Germany
$498K
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$485K +$72.4K +806 +19%
Fisher Asset Management
44
Fisher Asset Management
Washington
$460K -$445K -4,958 -50%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$444K -$51.8K -577 -11%
SWA
46
Stratos Wealth Advisors
Ohio
$438K -$20.9K -233 -5%
T
47
TCWP
Ohio
$435K +$92.5K +1,030 +29%
PWM
48
Perigon Wealth Management
California
$430K
FA
49
FDx Advisors
Illinois
$428K +$58.2K +648 +17%
FA
50
Faithward Advisors
Pennsylvania
$427K +$23.9K +266 +6%

MXI Hedge Fund Activity: Q1 2022 in Review

115 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Materials ETF (MXI) for Q1 2022, worth a combined $435M — up 11% from $390M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MXI positions and 14 closed out — a net gain of 1 holder — while 41 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.9M. The largest seller was Jane Street, cutting an estimated $5.26M.

  • 115 institutional investors held iShares Global Materials ETF (MXI) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $435M of iShares Global Materials ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 15 funds opened new iShares Global Materials ETF positions in Q1 2022 and 14 closed out, a net change of +1 holder.
  • The largest iShares Global Materials ETF buyer in Q1 2022 was Morgan Stanley, an estimated $11.9M added.
  • The largest iShares Global Materials ETF seller in Q1 2022 was Jane Street, an estimated $5.26M sold.

Based on aggregated 13F filings for Q1 2022.