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iShares Global Materials ETF

81 hedge funds and large institutions have $74.8M invested in iShares Global Materials ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

7% more funds holding

Funds holding: 7681 (+5)

0.01% less ownership

Funds ownership: 36.97%36.96% (-0.01%)

18% less capital invested

Capital invested by funds: $91.4M → $74.8M (-$16.6M)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
20
Reduced
25
Closed
9
Calls
$319K
Puts
Net Calls
+$319K
Net Calls Change
+$823K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Cresset Asset Management
Illinois
$427K -$10.3K -119 -2%
Raymond James Financial
27
Raymond James Financial
Florida
$377K +$419K +4,855 New
Bessemer Group
28
Bessemer Group
New Jersey
$356K +$261K +3,030 +196%
PAS
29
Park Avenue Securities
New York
$351K +$389K +4,512 New
FB
30
First Bancorp
Maine
$340K -$13.8K -160 -4%
ISFAN
31
Investor's Fiduciary Advisor Network
Washington
$319K +$355K +4,113 New
SC
32
Slow Capital
California
$318K -$26.5K -307 -7%
NW
33
NewEdge Wealth
Pennsylvania
$317K -$36.5K -423 -9%
PWM
34
Perigon Wealth Management
California
$300K +$12.9K +150 +4%
PCIA
35
Prime Capital Investment Advisors
Kansas
$297K -$38.1K -442 -10%
CMMS
36
Comprehensive Money Management Services
Florida
$288K +$320K +3,707 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$259K -$18.4K -213 -6%
Mariner
38
Mariner
Kansas
$251K -$212K -2,452 -43%
TSWM
39
Tyler-Stone Wealth Management
Ohio
$244K +$45.7K +530 +20%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$157K -$1.07M -12,402 -86%
AF
41
Allworth Financial
California
$136K +$145K +1,676 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$124K +$97.5K +1,130 +242%
YP
43
YANKCOM Partnership
South Dakota
$123K +$137K +1,589 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$114K
Jones Financial Companies
45
Jones Financial Companies
Missouri
$90.1K +$31.1K +361 +45%
Comerica Bank
46
Comerica Bank
Texas
$88.3K +$24.9K +289 +34%
HNB
47
Huntington National Bank
Ohio
$86.8K
FFA
48
Founders Financial Alliance
North Carolina
$76.3K -$152K -1,762 -64%
MCM
49
MAI Capital Management
Ohio
$75K +$83.3K +965 New
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$62K

MXI Hedge Fund Activity: Q4 2024 in Review

81 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Global Materials ETF (MXI) for Q4 2024, worth a combined $74.8M — down 18% from $91.4M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MXI positions and 9 closed out — a net gain of 8 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.16M. The largest seller was Ameritas Advisory Services, cutting an estimated $2.25M.

  • 81 institutional investors held iShares Global Materials ETF (MXI) as of Q4 2024, up from 76 in Q3 2024.
  • Funds reported $74.8M of iShares Global Materials ETF stock for Q4 2024, down 18% quarter-over-quarter.
  • 17 funds opened new iShares Global Materials ETF positions in Q4 2024 and 9 closed out, a net change of +8 holders.
  • The largest iShares Global Materials ETF buyer in Q4 2024 was Wells Fargo, an estimated $5.16M added.
  • The largest iShares Global Materials ETF seller in Q4 2024 was Ameritas Advisory Services, an estimated $2.25M sold.

Based on aggregated 13F filings for Q4 2024.