iShares Global Materials ETF
MXI
74 hedge funds and large institutions have $200M invested in iShares Global Materials ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 7 closing their positions.
204% more capital invested
Capital invested by funds: $65.8M → $200M (+$134M)
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
16.47% more ownership
Funds ownership: 35.92% → 52.39% (+16%)
16% more funds holding
Funds holding: 64 → 74 (+10)
0% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$112M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.82M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$7.11M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$3.19M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.66M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.59M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$2.48M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.88M |
| 5 |
VF
Virtu Financial
New York
|
-$699K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWM
76
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$162K | -2,579 | Closed |
|
|
KWA
77
KCS Wealth Advisory
Los Angeles,
California
| – | -$66K | -1,052 | Closed |
|
|
FAAS
78
First Allied Advisory Services
San Diego,
California
| – | -$33K | -536 | Closed |
|
|
CAN
79
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$13K | -200 | Closed |
|
80
JP Morgan Chase
New York
| – | -$9K | -150 | Closed |
|
|
HIA
81
Harbor Investment Advisory
Lutherville,
Maryland
| – | +$130 | +2 | New |
|
MXI Hedge Fund Activity: Q4 2019 in Review
74 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Global Materials ETF (MXI) for Q4 2019, worth a combined $200M — up 204% from $65.8M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new MXI positions and 7 closed out — a net gain of 11 holders — while 20 added to existing stakes and 20 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $112M. The largest seller was Jane Street, cutting an estimated $4.66M.
- 74 institutional investors held iShares Global Materials ETF (MXI) as of Q4 2019, up from 64 in Q3 2019.
- Funds reported $200M of iShares Global Materials ETF stock for Q4 2019, up 204% quarter-over-quarter.
- 18 funds opened new iShares Global Materials ETF positions in Q4 2019 and 7 closed out, a net change of +11 holders.
- The largest iShares Global Materials ETF buyer in Q4 2019 was AssetMark Inc, an estimated $112M added.
- The largest iShares Global Materials ETF seller in Q4 2019 was Jane Street, an estimated $4.66M sold.
Based on aggregated 13F filings for Q4 2019.