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iShares Global Materials ETF

107 hedge funds and large institutions have $668M invested in iShares Global Materials ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

435% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $255K

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

262% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 13

42% more capital invested

Capital invested by funds: $470M → $668M (+$198M)

20% more funds holding

Funds holding: 89107 (+18)

0.89% more ownership

Funds ownership: 64.66%65.56% (+0.89%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
107
Holders Change
+18
Holders Change %
+20.22%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
47
Reduced
13
Closed
6
Calls
$1.36M
Puts
$255K
Net Calls
+$1.11M
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
51
Sage Mountain Advisors
Georgia
$488K +$499K +5,370 New
CPC
52
Cookson Peirce & Co
Pennsylvania
$460K +$217K +2,333 +86%
Fisher Asset Management
53
Fisher Asset Management
Washington
$452K -$45K -484 -9%
RJA
54
Raymond James & Associates
Florida
$447K +$7.63K +82 +2%
PWM
55
Perigon Wealth Management
California
$416K +$65.6K +705 +18%
FA
56
Faithward Advisors
Pennsylvania
$389K -$17.4K -187 -4%
FIM
57
Freedom Investment Management
Connecticut
$388K +$34.9K +375 +10%
EDRH
58
Edmond de Rothschild Holding
Switzerland
$382K
SWA
59
Stratos Wealth Advisors
Ohio
$380K +$389K +4,180 New
Stifel Financial
60
Stifel Financial
Missouri
$361K -$387K -4,156 -51%
AP
61
Advisors Preferred
Maryland
$331K +$338K +3,635 New
SCM
62
Spreng Capital Management
Ohio
$316K
FAIM
63
Financial Advocates Investment Management
Washington
$296K -$53.4K -574 -15%
MML Investors Services
64
MML Investors Services
Massachusetts
$271K +$50.9K +547 +22%
CWM
65
Cranbrook Wealth Management
Michigan
$257K
DAS
66
Dynamic Advisor Solutions
Arizona
$231K +$10.2K +110 +5%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$227K +$150K +1,618 +184%
VCWA
68
Vanguard Capital Wealth Advisors
Colorado
$225K +$231K +2,484 New
FFA
69
Founders Financial Alliance
North Carolina
$222K +$2.7K +29 +1%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$221K +$930 +10 +0.4%
PIMG
71
Patriot Investment Management Group
Tennessee
$209K +$214K +2,300 New
JP Morgan Chase
72
JP Morgan Chase
New York
$205K +$209K +2,251 New
IFAM
73
Institutional & Family Asset Management
Colorado
$173K +$5.39K +58 +3%
WWM
74
Wolff Wiese Magana
California
$113K
IFA
75
Interactive Financial Advisors
Illinois
$95K +$79.4K +854 +457%

MXI Hedge Fund Activity: Q2 2021 in Review

107 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares Global Materials ETF (MXI) for Q2 2021, worth a combined $668M — up 42% from $470M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MXI positions and 6 closed out — a net gain of 20 holders — while 47 added to existing stakes and 13 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $69.1M. The largest seller was BlackRock, exiting entirely with an estimated $14.4M sold.

  • 107 institutional investors held iShares Global Materials ETF (MXI) as of Q2 2021, up from 89 in Q1 2021.
  • Funds reported $668M of iShares Global Materials ETF stock for Q2 2021, up 42% quarter-over-quarter.
  • 26 funds opened new iShares Global Materials ETF positions in Q2 2021 and 6 closed out, a net change of +20 holders.
  • The largest iShares Global Materials ETF buyer in Q2 2021 was AssetMark Inc, an estimated $69.1M added.
  • The largest iShares Global Materials ETF seller in Q2 2021 was BlackRock, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2021.