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iShares Global Materials ETF
MXI

95 hedge funds and large institutions have $97.6M invested in iShares Global Materials ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

12% more funds holding

Funds holding: 85 → 95 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

8.83% less ownership

Funds ownership: 41.85% → 33.02% (-8.8%)

11% less capital invested

Capital invested by funds: $109M → $97.6M (-$11.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $291K

Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
23
Reduced
25
Closed
9
Calls
–
Puts
$291K
Net Calls
-$291K
Net Calls Change
+$157K

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$1.26M
2
BlackRock
BlackRock
New York
+$794K
3
Fisher Asset Management
Fisher Asset Management
Washington
+$677K
4
PCIA
Prime Capital Investment Advisors
Kansas
+$362K
5
Ameriprise
Ameriprise
Minnesota
+$355K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$15.1M
2
AC
Allstate Corporation
Illinois
-$6.23M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.95M
4
Morgan Stanley
Morgan Stanley
New York
-$2.69M
5
HT
HAP Trading
New York
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFP Advisors
Florida
$8K – – –
CCA
77
Column Capital Advisors
Indiana
$7.87K – – –
TAM
78
Tucker Asset Management
Colorado
$7.85K – – –
IFA
79
Interactive Financial Advisors
Illinois
$6.06K +$76 +1 +1%
AA
80
AlphaMark Advisors
Kentucky
$6K – – –
TRCT
81
Tower Research Capital (TRC)
New York
$6K +$4.9K +64 +1,067%
OIA
82
Optimum Investment Advisors
Illinois
$4.88K – – –
GWM
83
Geneos Wealth Management
Colorado
$4.72K – – –
NSIM
84
North Star Investment Management
Illinois
$4.72K – – –
RBA
85
Richard Bernstein Advisors
New York
$4.33K -$11K -144 -72%
JP Morgan Chase
86
JP Morgan Chase
New York
$4K +$2.91K +38 +292%
SPIA
87
Steward Partners Investment Advisory
New York
$3.93K – – –
RIA
88
Realta Investment Advisors
Delaware
$3.15K – – –
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$2K +$76 +1 +4%
MRC
90
Millburn Ridgefield Corp
New York
$2K +$841 +11 +92%
BA
91
Bellwether Advisors
Nebraska
$1.97K – – –
NFSG
92
Newbridge Financial Services Group
Florida
$1.73K – – –
MIM
93
Macroview Investment Management
Maryland
$1.34K – – –
William Blair & Company
94
William Blair & Company
Illinois
$1.27K – – –
BTI
95
Blue Trust Inc
Georgia
$1K +$1.22K +16 New
SL
96
Savior LLC
Massachusetts
$472 – – –
AC
97
Allstate Corporation
Illinois
– -$6.23M -91,800 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
– -$3.95M -51,645 Closed
HT
99
HAP Trading
New York
– -$1.42M -20,974 Closed
SA
100
Strategic Advisors
New York
– -$654K -9,650 Closed
1 2 3
4
5

MXI Hedge Fund Activity: Q4 2022 in Review

95 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares Global Materials ETF (MXI) for Q4 2022, worth a combined $97.6M — down 11% from $109M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MXI positions and 9 closed out — a net gain of 12 holders — while 23 added to existing stakes and 25 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $1.26M. The largest seller was Jane Street, cutting an estimated $15.1M.

  • 95 institutional investors held iShares Global Materials ETF (MXI) as of Q4 2022, up from 85 in Q3 2022.
  • Funds reported $97.6M of iShares Global Materials ETF stock for Q4 2022, down 11% quarter-over-quarter.
  • 21 funds opened new iShares Global Materials ETF positions in Q4 2022 and 9 closed out, a net change of +12 holders.
  • The largest iShares Global Materials ETF buyer in Q4 2022 was Cerity Partners, an estimated $1.26M added.
  • The largest iShares Global Materials ETF seller in Q4 2022 was Jane Street, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2022.