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iShares Global Materials ETF
MXI

91 hedge funds and large institutions have $140M invested in iShares Global Materials ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $97.6M → $140M (+$42.1M)

6.74% more ownership

Funds ownership: 33.02% → 39.76% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less funds holding

Funds holding: 95 → 91 (-4)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

38% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 32

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
20
Reduced
32
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$20.1M
2
CIM
Cambria Investment Management
California
+$13.2M
3
Jane Street
Jane Street
New York
+$8.16M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$3.2M
5
MA
Mutual Advisors
Nebraska
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.33M
2
OMC
Old Mission Capital
Illinois
-$3.07M
3
Bessemer Group
Bessemer Group
New Jersey
-$2.15M
4
UBS Group
UBS Group
Switzerland
-$882K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$724K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
101
Trust Company of Vermont
Vermont
– -$15.3K -195 Closed
HNWAG
102
High Net Worth Advisory Group
Florida
– -$11.5K -146 Closed
IA
103
IFP Advisors
Florida
– -$8K -119 Closed
IFA
104
Interactive Financial Advisors
Illinois
– -$6.06K -77 Closed
OIA
105
Optimum Investment Advisors
Illinois
– -$4.88K -62 Closed
RBA
106
Richard Bernstein Advisors
New York
– -$4.33K -55 Closed
RIA
107
Realta Investment Advisors
Delaware
– -$3.15K -40 Closed
BA
108
Bellwether Advisors
Nebraska
– -$1.97K -25 Closed
MIM
109
Macroview Investment Management
Maryland
– -$1.34K -17 Closed
SL
110
Savior LLC
Massachusetts
– -$472 -6 Closed
1 2 3 4
5

MXI Hedge Fund Activity: Q1 2023 in Review

91 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Global Materials ETF (MXI) for Q1 2023, worth a combined $140M — up 43% from $97.6M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MXI and 16 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 20 added.

The largest buyer was Pictet Asset Management (Switzerland), opening a new position worth an estimated $20.1M. The largest seller was Morgan Stanley, cutting an estimated $3.33M.

  • 91 institutional investors held iShares Global Materials ETF (MXI) as of Q1 2023, down from 95 in Q4 2022.
  • Funds reported $140M of iShares Global Materials ETF stock for Q1 2023, up 43% quarter-over-quarter.
  • 16 funds opened new iShares Global Materials ETF positions in Q1 2023 and 18 closed out, a net change of -2 holders.
  • The largest iShares Global Materials ETF buyer in Q1 2023 was Pictet Asset Management (Switzerland), an estimated $20.1M added.
  • The largest iShares Global Materials ETF seller in Q1 2023 was Morgan Stanley, an estimated $3.33M sold.

Based on aggregated 13F filings for Q1 2023.