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iShares MSCI Global Metals & Mining Producers ETF

164 hedge funds and large institutions have $811M invested in iShares MSCI Global Metals & Mining Producers ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $4.14M | Put options by funds: $1.75M

30% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 46

24% more capital invested

Capital invested by funds: $656M → $811M (+$155M)

2.46% more ownership

Funds ownership: 47.54%50.01% (+2.5%)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 168164 (-4)

Holders
164
Holders Change
-4
Holders Change %
-2.38%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
60
Reduced
46
Closed
23
Calls
$4.14M
Puts
$1.75M
Net Calls
+$2.4M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
76
Elwood & Goetz Wealth Advisory Group
Georgia
$497K -$4.63K -106 -0.9%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$496K -$27.1K -622 -5%
Invesco
78
Invesco
Georgia
$489K -$34.8K -798 -7%
EFS
79
Essex Financial Services
Connecticut
$480K +$491K +11,245 New
CIBC World Market
80
CIBC World Market
Ontario, Canada
$453K +$24K +550 +5%
BCM
81
Barometer Capital Management
Ontario, Canada
$453K +$266K +6,100 +136%
TBC
82
Ted Buchan & Co
California
$450K
Daiwa Securities Group
83
Daiwa Securities Group
Japan
$436K +$21.8K +500 +5%
AWS
84
Atria Wealth Solutions
New York
$429K +$98.3K +2,253 +29%
CCA
85
Childress Capital Advisors
Texas
$410K +$419K +9,600 New
AAS
86
Avantax Advisory Services
Texas
$374K +$117K +2,672 +44%
SAF
87
Smith Anglin Financial
Texas
$369K -$3.75K -86 -1%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$369K +$326K +7,469 +701%
State Street
89
State Street
Massachusetts
$363K +$87.3K +2,000 +31%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$362K
WIA
91
World Investment Advisors
California
$356K +$89.5K +2,050 +33%
CAN
92
Cetera Advisor Networks
California
$344K -$67.7K -1,551 -16%
FHA
93
Flagship Harbor Advisors
Massachusetts
$331K +$40.7K +932 +14%
EWM
94
Endowment Wealth Management
Wisconsin
$317K +$22.4K +513 +7%
SCP
95
Stamos Capital Partners
California
$313K
SFS
96
Sowell Financial Services
Arkansas
$311K +$318K +7,281 New
Creative Planning
97
Creative Planning
Kansas
$310K -$8.42K -193 -3%
WSCM
98
Wellington Shields Capital Management
New York
$308K +$314K +7,200 New
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$299K +$305K +6,998 New
EPA
100
Element Pointe Advisors
Florida
$287K