iShares Global Materials ETF
MXI
77 hedge funds and large institutions have $91.8M invested in iShares Global Materials ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 9 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 22
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 79 → 77 (-2)
4.92% less ownership
Funds ownership: 42.11% → 37.2% (-4.9%)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
16% less capital invested
Capital invested by funds: $110M → $91.8M (-$17.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.06M |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$898K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$491K |
| 4 |
Morgan Stanley
New York
|
+$466K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$452K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$9.89M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.76M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$1.23M |
| 4 |
EH
Equitable Holdings
New York
|
-$828K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$779K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPBTD
76
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $3.06K | – | – | – |
|
|
NA
77
NewEdge Advisors
New Orleans,
Louisiana
| $2.97K | +$3.08K | +35 | New |
|
|
TFF
78
The Family Firm
Bethesda,
Maryland
| $1.36K | +$1.41K | +16 | New |
|
79
JP Morgan Chase
New York
| $934 | -$3.35K | -38 | -78% |
|
|
FAIM
80
Financial Advocates Investment Management
Olympia,
Washington
| – | -$1.23M | -10,856 | Closed |
|
|
81
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$779K | -8,715 | Closed |
|
|
OMC
82
Old Mission Capital
Chicago,
Illinois
| – | -$380K | -4,250 | Closed |
|
|
BWA
83
Beam Wealth Advisors
Covington,
Louisiana
| – | -$291K | -3,257 | Closed |
|
|
APA
84
Astoria Portfolio Advisors
New York
| – | -$247K | -2,819 | Closed |
|
|
PIMG
85
Patriot Investment Management Group
Knoxville,
Tennessee
| – | -$206K | -2,300 | Closed |
|
|
FFL
86
Financial Freedom LLC
Cincinnati,
Ohio
| – | -$38.1K | -426 | Closed |
|
87
William Blair & Company
Chicago,
Illinois
| – | -$1.48K | -17 | Closed |
|
MXI Hedge Fund Activity: Q2 2024 in Review
77 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Global Materials ETF (MXI) for Q2 2024, worth a combined $91.8M — down 16% from $110M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of MXI and 8 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 26 added.
The largest buyer was Mutual Advisors, opening a new position worth an estimated $1.06M. The largest seller was Jane Street, cutting an estimated $9.89M.
- 77 institutional investors held iShares Global Materials ETF (MXI) as of Q2 2024, down from 79 in Q1 2024.
- Funds reported $91.8M of iShares Global Materials ETF stock for Q2 2024, down 16% quarter-over-quarter.
- 8 funds opened new iShares Global Materials ETF positions in Q2 2024 and 9 closed out, a net change of -1 holder.
- The largest iShares Global Materials ETF buyer in Q2 2024 was Mutual Advisors, an estimated $1.06M added.
- The largest iShares Global Materials ETF seller in Q2 2024 was Jane Street, an estimated $9.89M sold.
Based on aggregated 13F filings for Q2 2024.