iShares Global Materials ETF
MXI
65 hedge funds and large institutions have $134M invested in iShares Global Materials ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 9 closing their positions.
24% more capital invested
Capital invested by funds: $108M → $134M (+$26M)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
2% more funds holding
Funds holding: 64 → 65 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
21% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$5.91M |
| 2 |
SG Americas Securities
New York
|
+$5.17M |
| 3 |
Jane Street
New York
|
+$2.76M |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$2.69M |
| 5 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$2.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.45M |
| 3 |
Morgan Stanley
New York
|
-$1.44M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.15M |
| 5 |
LPL Financial
San Diego,
California
|
-$901K |
MXI Hedge Fund Activity: Q3 2013 in Review
65 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares Global Materials ETF (MXI) for Q3 2013, worth a combined $134M — up 24% from $108M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MXI positions and 9 closed out — a net gain of 1 holder — while 19 added to existing stakes and 24 trimmed.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $5.91M. The largest seller was Fisher Asset Management, exiting entirely with an estimated $2.2M sold.
- 65 institutional investors held iShares Global Materials ETF (MXI) as of Q3 2013, up from 64 in Q2 2013.
- Funds reported $134M of iShares Global Materials ETF stock for Q3 2013, up 24% quarter-over-quarter.
- 10 funds opened new iShares Global Materials ETF positions in Q3 2013 and 9 closed out, a net change of +1 holder.
- The largest iShares Global Materials ETF buyer in Q3 2013 was EP Wealth Advisors, an estimated $5.91M added.
- The largest iShares Global Materials ETF seller in Q3 2013 was Fisher Asset Management, an estimated $2.2M sold.
Based on aggregated 13F filings for Q3 2013.