We are live on ! Find out more
MXI icon

iShares Global Materials ETF

79 hedge funds and large institutions have $110M invested in iShares Global Materials ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1.94% more ownership

Funds ownership: 40.18%42.11% (+1.9%)

1% more funds holding

Funds holding: 7879 (+1)

3% more capital invested

Capital invested by funds: $107M → $110M (+$2.82M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

55% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 31

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
14
Reduced
31
Closed
8
Calls
$349K
Puts
Net Calls
+$349K
Net Calls Change
+$349K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$15.4M +$11M +130,616 +318%
Morgan Stanley
2
Morgan Stanley
New York
$12M -$13M -154,603 -54%
PFA
3
Pathway Financial Advisors
Vermont
$11.5M +$174K +2,062 +2%
HighTower Advisors
4
HighTower Advisors
Illinois
$8.08M +$108K +1,284 +1%
Bank of America
5
Bank of America
North Carolina
$7.52M -$2.75M -32,655 -28%
AAS
6
Ameritas Advisory Services
Nebraska
$6.95M +$96.1K +1,139 +1%
OCBCO
7
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.44M
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.71M +$1.45M +17,175 +71%
SC
9
Sinecera Capital
Texas
$3.48M -$2.04M -24,140 -39%
LPL Financial
10
LPL Financial
California
$3.32M -$127K -1,510 -4%
UBS Group
11
UBS Group
Switzerland
$2.52M -$423K -5,010 -15%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.5M -$255K -3,027 -10%
EH
13
Equitable Holdings
New York
$2.34M +$2.2M +26,114 New
Citadel Advisors
14
Citadel Advisors
Florida
$2.14M +$2.02M +23,909 New
WAOTB
15
Wealth Advisors of Tampa Bay
Florida
$2.07M -$2.11K -25 -0.1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.83M +$1.66M +19,676 +2,414%
HB
17
HTLF Bank
Colorado
$1.83M +$1.72M +20,424 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.81M +$1.38M +16,386 +424%
Fisher Asset Management
19
Fisher Asset Management
Washington
$1.51M -$9.2K -109 -0.6%
Goldman Sachs
20
Goldman Sachs
New York
$1.38M +$841K +9,970 +181%
FAIM
21
Financial Advocates Investment Management
Washington
$1.23M +$916K +10,856 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.06M +$12.7K +151 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.04M -$58.5K -693 -6%
PFS
24
Prospera Financial Services
Texas
$931K -$37.5K -444 -4%
GIA
25
Gladstone Institutional Advisory
Florida
$804K +$354K +4,202 +88%

MXI Hedge Fund Activity: Q1 2024 in Review

79 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Global Materials ETF (MXI) for Q1 2024, worth a combined $110M — up 2.6% from $107M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MXI positions and 8 closed out — a net gain of 1 holder — while 14 added to existing stakes and 31 trimmed.

The largest buyer was Jane Street, adding an estimated $11M. The largest seller was Morgan Stanley, cutting an estimated $13M.

  • 79 institutional investors held iShares Global Materials ETF (MXI) as of Q1 2024, up from 78 in Q4 2023.
  • Funds reported $110M of iShares Global Materials ETF stock for Q1 2024, up 2.6% quarter-over-quarter.
  • 9 funds opened new iShares Global Materials ETF positions in Q1 2024 and 8 closed out, a net change of +1 holder.
  • The largest iShares Global Materials ETF buyer in Q1 2024 was Jane Street, an estimated $11M added.
  • The largest iShares Global Materials ETF seller in Q1 2024 was Morgan Stanley, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2024.