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iShares Global Materials ETF

66 hedge funds and large institutions have $144M invested in iShares Global Materials ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $132M → $144M (+$11.7M)

3.54% more ownership

Funds ownership: 33.98%37.52% (+3.5%)

3% more funds holding

Funds holding: 6466 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
9
Increased
21
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$37K
VanEck Associates
52
VanEck Associates
New York
$32K +$31.5K +495 New
KTC
53
Kistler-Tiffany Companies
Pennsylvania
$30K
QLMGAA
54
QS Legg Mason Global Asset Allocation
New York
$26K +$25.1K +395 New
Ameriprise
55
Ameriprise
Minnesota
$22K -$5.35K -84 -19%
MFS
56
MSI Financial Services
Massachusetts
$22K -$636 -10 -3%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$18K -$50.9K -800 -74%
AA
58
Apriem Advisors
California
$14K
FNBT
59
FineMark National Bank & Trust
Florida
$13K
PAS
60
Partnervest Advisory Services
California
$13K
RIA
61
Regal Investment Advisors
Michigan
$13K
WT
62
Whittier Trust
California
$10K
Citigroup
63
Citigroup
New York
$6K
ECM
64
Exchange Capital Management
Michigan
$5K -$10.4K -163 -68%
AllianceBernstein
65
AllianceBernstein
Tennessee
$3K +$2.93K +46 New
ACI
66
AMP Capital Investors
Australia
-$802K -12,966 Closed
VKH
67
Virtu KCG Holdings
New York
-$609K -9,758 Closed
AHC
68
Adell Harriman & Carpenter
Texas
-$301K -4,826 Closed
Goldman Sachs
69
Goldman Sachs
New York
-$217K -3,474 Closed
DADC
70
D.A. Davidson & Co
Montana
-$10K -175 Closed
AF
71
Arrow Financial
New York
-$6K -100 Closed
TWA
72
TCI Wealth Advisors
Arizona
-$3K -50 Closed
Creative Planning
73
Creative Planning
Kansas
+$127 +2 +40%

MXI Hedge Fund Activity: Q2 2014 in Review

66 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in iShares Global Materials ETF (MXI) for Q2 2014, worth a combined $144M — up 8.9% from $132M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MXI positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Texas Treasury Safekeeping Trust Company, adding an estimated $6.35M. The largest seller was Wells Fargo, cutting an estimated $836K.

  • 66 institutional investors held iShares Global Materials ETF (MXI) as of Q2 2014, up from 64 in Q1 2014.
  • Funds reported $144M of iShares Global Materials ETF stock for Q2 2014, up 8.9% quarter-over-quarter.
  • 9 funds opened new iShares Global Materials ETF positions in Q2 2014 and 7 closed out, a net change of +2 holders.
  • The largest iShares Global Materials ETF buyer in Q2 2014 was Texas Treasury Safekeeping Trust Company, an estimated $6.35M added.
  • The largest iShares Global Materials ETF seller in Q2 2014 was Wells Fargo, an estimated $836K sold.

Based on aggregated 13F filings for Q2 2014.