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iShares MSCI Global Metals & Mining Producers ETF

159 hedge funds and large institutions have $744M invested in iShares MSCI Global Metals & Mining Producers ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $704K

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

3% more funds holding

Funds holding: 154159 (+5)

1.35% more ownership

Funds ownership: 52.43%53.78% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $786M → $744M (-$41.8M)

Holders
159
Holders Change
+5
Holders Change %
+3.25%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
49
Reduced
44
Closed
20
Calls
$3.29M
Puts
$704K
Net Calls
+$2.59M
Net Calls Change
+$378K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
101
Cerity Partners
New York
$312K +$319K +7,848 New
EWM
102
Endowment Wealth Management
Wisconsin
$304K +$3.34K +82 +1%
State Street
103
State Street
Massachusetts
$302K -$57K -1,400 -16%
EAM
104
Erste Asset Management
Austria
$273K
TC
105
TownSquare Capital
Utah
$272K +$22.8K +561 +9%
AAS
106
Ameritas Advisory Services
Nebraska
$269K +$277K +6,796 New
EPA
107
Element Pointe Advisors
Florida
$267K
PBT
108
Pictet Bank & Trust
Bahamas
$266K +$8.14K +200 +3%
JMPWA
109
JP Morgan Private Wealth Advisors
California
$248K -$10.9K -269 -4%
RA
110
Resolute Advisors
California
$232K +$238K +5,839 New
CRI
111
Colonial River Investments
Virginia
$226K
EH
112
Equitable Holdings
New York
$219K
SS
113
Sunbelt Securities
Texas
$216K -$67.6K -1,662 -23%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$207K
SPIA
115
Steward Partners Investment Advisory
New York
$181K
BCV
116
Banque Cantonale Vaudoise
Switzerland
$143K
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K -$20.3K -500 -13%
CFD
118
Creative Financial Designs
Indiana
$109K
PFPT
119
Pinnacle Financial Partners (Tennessee)
Tennessee
$102K -$10.3K -254 -9%
WB
120
Webster Bank
Connecticut
$82.7K
FIM
121
FWL Investment Management
Texas
$78.6K +$80.5K +1,978 New
Comerica Bank
122
Comerica Bank
Texas
$77.8K +$79.6K +1,957 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$77.5K +$17K +417 +27%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$67K +$19.4K +476 +40%
FWP
125
FAS Wealth Partners
Kansas
$61.3K