iShares Global Materials ETF
MXI
79 hedge funds and large institutions have $110M invested in iShares Global Materials ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 31 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1.94% more ownership
Funds ownership: 40.18% → 42.11% (+1.9%)
1% more funds holding
Funds holding: 78 → 79 (+1)
3% more capital invested
Capital invested by funds: $107M → $110M (+$2.82M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
55% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$11M |
| 2 |
EH
Equitable Holdings
New York
|
+$2.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.02M |
| 4 |
HB
HTLF Bank
Denver,
Colorado
|
+$1.72M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.75M |
| 4 |
SC
Sinecera Capital
Austin,
Texas
|
-$2.04M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
76
Steward Partners Investment Advisory
New York
| $4.47K | – | – | – |
|
77
JP Morgan Chase
New York
| $4.38K | -$14.8K | -175 | -78% |
|
|
RIA
78
Realta Investment Advisors
Wilmington,
Delaware
| $3.58K | +$3.37K | +40 | New |
|
|
CPBTD
79
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $3.22K | +$3.04K | +36 | New |
|
80
William Blair & Company
Chicago,
Illinois
| $1.48K | – | – | – |
|
|
PCP
81
Proficio Capital Partners
Newton,
Massachusetts
| – | -$913K | -10,460 | Closed |
|
|
VF
82
Virtu Financial
New York
| – | -$453K | -5,197 | Closed |
|
83
MML Investors Services
Springfield,
Massachusetts
| – | -$262K | -2,998 | Closed |
|
84
Ameriprise
Minneapolis,
Minnesota
| – | -$226K | -2,592 | Closed |
|
|
IWC
85
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$208K | -2,384 | Closed |
|
|
FA
86
Faithward Advisors
Lancaster,
Pennsylvania
| – | -$153K | -1,891 | Closed |
|
|
ASN
87
Advisory Services Network
Atlanta,
Georgia
| – | -$17.5K | -200 | Closed |
|
|
NFSG
88
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$1.92K | -22 | Closed |
|
MXI Hedge Fund Activity: Q1 2024 in Review
79 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Global Materials ETF (MXI) for Q1 2024, worth a combined $110M — up 2.6% from $107M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MXI positions and 8 closed out — a net gain of 1 holder — while 14 added to existing stakes and 31 trimmed.
The largest buyer was Jane Street, adding an estimated $11M. The largest seller was Morgan Stanley, cutting an estimated $13M.
- 79 institutional investors held iShares Global Materials ETF (MXI) as of Q1 2024, up from 78 in Q4 2023.
- Funds reported $110M of iShares Global Materials ETF stock for Q1 2024, up 2.6% quarter-over-quarter.
- 9 funds opened new iShares Global Materials ETF positions in Q1 2024 and 8 closed out, a net change of +1 holder.
- The largest iShares Global Materials ETF buyer in Q1 2024 was Jane Street, an estimated $11M added.
- The largest iShares Global Materials ETF seller in Q1 2024 was Morgan Stanley, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2024.