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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
CWM
51
Cranbrook Wealth Management
Michigan
$49.4K
HFS
52
Hopwood Financial Services
Virginia
$48.7K +$54.1K +627 New
PTC
53
Private Trust Company
Ohio
$42K
FMTCOCP
54
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K
AWM
55
AE Wealth Management
Kansas
$33K +$36.6K +424 New
Fidelity Investments
56
Fidelity Investments
Massachusetts
$30.4K -$18.1K -210 -35%
FRA
57
Front Row Advisors
California
$29.8K
SPIA
58
Steward Partners Investment Advisory
New York
$29.5K +$15.1K +175 +85%
TCOV
59
Trust Company of Vermont
Vermont
$29.2K
US Bancorp
60
US Bancorp
Minnesota
$25.6K -$6.73K -78 -19%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$25.3K -$1.49M -17,293 -98%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$24.8K
SFC
63
SYM Financial Corp
Indiana
$22.7K +$431 +5 +2%
SS
64
Sunbelt Securities
Texas
$21.2K +$259 +3 +1%
GWSG
65
GPS Wealth Strategies Group
Colorado
$19.8K -$4.31K -50 -16%
SS
66
SBI Securities
Japan
$15.3K +$17K +197 New
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$14.8K +$11.9K +138 +260%
EWM
68
EPG Wealth Management
Georgia
$13.6K
HGERS
69
Householder Group Estate & Retirement Specialist
Arizona
$12K
TWC
70
TD Waterhouse Canada
Ontario, Canada
$11.3K
SIS
71
Sound Income Strategies
Florida
$8.24K
IA
72
IFP Advisors
Florida
$8.08K +$8.97K +104 New
FWM
73
FSA Wealth Management
Massachusetts
$7.97K +$173 +2 +2%
HI
74
Harbour Investments
Wisconsin
$7.39K
NRG
75
Nemes Rush Group
Michigan
$7.38K +$8.2K +95 New

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.