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iShares MSCI Global Metals & Mining Producers ETF

168 hedge funds and large institutions have $656M invested in iShares MSCI Global Metals & Mining Producers ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 40

23% more funds holding

Funds holding: 137168 (+31)

19% more call options, than puts

Call options by funds: $5.43M | Put options by funds: $4.57M

16% more capital invested

Capital invested by funds: $564M → $656M (+$91.7M)

1.83% less ownership

Funds ownership: 49.37%47.54% (-1.8%)

Holders
168
Holders Change
+31
Holders Change %
+22.63%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
49
Increased
51
Reduced
40
Closed
15
Calls
$5.43M
Puts
$4.57M
Net Calls
+$855K
Net Calls Change
+$886K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$501K -$62.7K -1,603 -12%
EGWAG
77
Elwood & Goetz Wealth Advisory Group
Georgia
$481K
MML Investors Services
78
MML Investors Services
Massachusetts
$452K -$40.4K -1,032 -9%
TSS
79
Two Sigma Securities
New York
$446K +$175K +4,474 +70%
TBC
80
Ted Buchan & Co
California
$432K +$412K +10,529 New
CIBC World Market
81
CIBC World Market
Ontario, Canada
$412K +$11.5K +295 +3%
Daiwa Securities Group
82
Daiwa Securities Group
Japan
$398K -$70.4K -1,800 -16%
CAN
83
Cetera Advisor Networks
California
$393K
IWC
84
Integrated Wealth Concepts
Massachusetts
$371K +$64.3K +1,643 +22%
SAF
85
Smith Anglin Financial
Texas
$358K +$341K +8,728 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$347K
CS
87
Credit Suisse
Switzerland
$335K -$794K -20,293 -71%
AWS
88
Atria Wealth Solutions
New York
$319K +$53.9K +1,378 +22%
Creative Planning
89
Creative Planning
Kansas
$305K -$10.8K -277 -4%
JMPWA
90
JP Morgan Private Wealth Advisors
California
$305K -$21.4K -546 -7%
SA
91
Strategic Advisors
New York
$302K -$2.07K -53 -0.7%
SCP
92
Stamos Capital Partners
California
$300K -$476K -12,160 -62%
EWM
93
Endowment Wealth Management
Wisconsin
$285K +$1.72K +44 +0.6%
FHA
94
Flagship Harbor Advisors
Massachusetts
$279K +$266K +6,810 New
EPA
95
Element Pointe Advisors
Florida
$275K +$263K +6,715 New
TC
96
TownSquare Capital
Utah
$273K +$261K +6,664 New
PBT
97
Pictet Bank & Trust
Bahamas
$269K +$13.9K +356 +6%
EH
98
Equitable Holdings
New York
$267K
State Street
99
State Street
Massachusetts
$267K -$31.3K -800 -11%
WIA
100
World Investment Advisors
California
$258K +$246K +6,284 New