iShares Global Materials ETF
MXI
60 hedge funds and large institutions have $67M invested in iShares Global Materials ETF in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
25% more funds holding
Funds holding: 48 → 60 (+12)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less capital invested
Capital invested by funds: $77.9M → $67M (-$10.9M)
28% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$4.92M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.79M |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$1.29M |
| 4 |
SG Americas Securities
New York
|
+$1.13M |
| 5 |
CI
Conning Inc
Hartford,
Connecticut
|
+$932K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$26.1M |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$1.92M |
| 3 |
Morgan Stanley
New York
|
-$1.13M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$494K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$410K |
MXI Hedge Fund Activity: Q3 2016 in Review
60 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares Global Materials ETF (MXI) for Q3 2016, worth a combined $67M — down 14% from $77.9M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MXI positions and 4 closed out — a net gain of 12 holders — while 13 added to existing stakes and 18 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $4.92M. The largest seller was AMP Capital Investors, exiting entirely with an estimated $26.1M sold.
- 60 institutional investors held iShares Global Materials ETF (MXI) as of Q3 2016, up from 48 in Q2 2016.
- Funds reported $67M of iShares Global Materials ETF stock for Q3 2016, down 14% quarter-over-quarter.
- 16 funds opened new iShares Global Materials ETF positions in Q3 2016 and 4 closed out, a net change of +12 holders.
- The largest iShares Global Materials ETF buyer in Q3 2016 was Wilbanks Smith & Thomas Asset Management, an estimated $4.92M added.
- The largest iShares Global Materials ETF seller in Q3 2016 was AMP Capital Investors, an estimated $26.1M sold.
Based on aggregated 13F filings for Q3 2016.