iShares Global Materials ETF
MXI
78 hedge funds and large institutions have $107M invested in iShares Global Materials ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
22% more capital invested
Capital invested by funds: $87.4M → $107M (+$19.5M)
5.45% more ownership
Funds ownership: 34.73% → 40.18% (+5.4%)
5% more funds holding
Funds holding: 74 → 78 (+4)
4% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 23
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.8M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.86M |
| 3 |
SC
Sinecera Capital
Austin,
Texas
|
+$1.99M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.54M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$630K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAOTB
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
-$1.88M |
| 2 |
Jane Street
New York
|
-$1.72M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.69M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.66M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
76
Steward Partners Investment Advisory
New York
| $4.36K | – | – | – |
|
|
NFSG
77
Newbridge Financial Services Group
Boca Raton,
Florida
| $1.92K | – | – | – |
|
78
William Blair & Company
Chicago,
Illinois
| $1.45K | +$81 | +1 | +6% |
|
79
Qube Research & Technologies (QRT)
London,
United Kingdom
| $1.31K | +$1.21K | +15 | New |
|
80
Cerity Partners
New York
| – | -$346K | -4,403 | Closed |
|
|
AAS
81
Avantax Advisory Services
Dallas,
Texas
| – | -$302K | -3,851 | Closed |
|
|
CSPIA
82
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$21.1K | -269 | Closed |
|
|
CPG
83
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$9.18K | -117 | Closed |
|
|
RIA
84
Realta Investment Advisors
Wilmington,
Delaware
| – | -$3.27K | -40 | Closed |
|
MXI Hedge Fund Activity: Q4 2023 in Review
78 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares Global Materials ETF (MXI) for Q4 2023, worth a combined $107M — up 22% from $87.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MXI positions and 5 closed out — a net gain of 7 holders — while 24 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.8M. The largest seller was Wealth Advisors of Tampa Bay, cutting an estimated $1.88M.
- 78 institutional investors held iShares Global Materials ETF (MXI) as of Q4 2023, up from 74 in Q3 2023.
- Funds reported $107M of iShares Global Materials ETF stock for Q4 2023, up 22% quarter-over-quarter.
- 12 funds opened new iShares Global Materials ETF positions in Q4 2023 and 5 closed out, a net change of +7 holders.
- The largest iShares Global Materials ETF buyer in Q4 2023 was Morgan Stanley, an estimated $10.8M added.
- The largest iShares Global Materials ETF seller in Q4 2023 was Wealth Advisors of Tampa Bay, an estimated $1.88M sold.
Based on aggregated 13F filings for Q4 2023.