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iShares Global Materials ETF
MXI

Overview Fund Activity

58 hedge funds and large institutions have $61.1M invested in iShares Global Materials ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
11
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$6.4M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$2.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.22M
4
Fidelity International
Fidelity International
Bermuda
+$346K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$267K

Top Sellers

1
Jane Street
Jane Street
New York
-$5.12M
2
Lazard Asset Management
Lazard Asset Management
New York
-$3.99M
3
Bank of America
Bank of America
North Carolina
-$2.71M
4
UBS Group
UBS Group
Switzerland
-$2.39M
5
Wells Fargo
Wells Fargo
California
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
1
Morningstar Investment Services
Illinois
$10.7M +$264K +4,595 +3%
PFA
2
Pathway Financial Advisors
Vermont
$6.89M – – –
Bessemer Group
3
Bessemer Group
New Jersey
$6.4M +$6.4M +111,518 New
DWM
4
Destination Wealth Management
California
$5.79M -$97.6K -1,702 -2%
Bank of America
5
Bank of America
North Carolina
$4.87M -$2.71M -47,169 -36%
Lazard Asset Management
6
Lazard Asset Management
New York
$3.62M -$3.99M -69,575 -52%
Morgan Stanley
7
Morgan Stanley
New York
$3.46M -$123K -2,142 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.84M +$2.22M +38,745 +363%
UBS Group
9
UBS Group
Switzerland
$2.69M -$2.39M -41,602 -47%
Fisher Asset Management
10
Fisher Asset Management
Washington
$2.4M +$2.4M +41,839 New
LPL Financial
11
LPL Financial
California
$1.22M -$24.6K -428 -2%
CWM
12
Cranbrook Wealth Management
Michigan
$962K -$16.2K -282 -2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$929K +$267K +4,652 +40%
GT
14
Greenleaf Trust
Michigan
$913K – – –
IC
15
InterOcean Capital
Illinois
$873K -$5.97K -104 -0.7%
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$661K +$5.22K +91 +0.8%
FIM
17
Freedom Investment Management
Connecticut
$580K -$174K -3,022 -23%
AHC
18
Adell Harriman & Carpenter
Texas
$536K -$116K -2,030 -18%
VCM
19
Versant Capital Management
Arizona
$499K +$6.54K +114 +1%
Fidelity International
20
Fidelity International
Bermuda
$479K +$346K +6,034 +261%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$421K – – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$370K -$105K -1,826 -22%
SC
23
Slow Capital
California
$342K +$6.43K +112 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$328K +$191K +3,315 +139%
NAM
25
NTV Asset Management
West Virginia
$327K – – –
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