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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
BAM
126
Belpointe Asset Management
Nevada
$93.4K +$37.5K +860 +65%
MWM
127
Mascoma Wealth Management
New Hampshire
$89.9K
WB
128
Webster Bank
Connecticut
$88.9K
Simplex Trading
129
Simplex Trading
Illinois
$70K -$25.9K -593 -27%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$64.9K +$31.2K +716 +89%
FWP
131
FAS Wealth Partners
Kansas
$64.6K
GRP
132
Global Retirement Partners
California
$40.3K -$15.9K -365 -27%
CIAS
133
Capital Investment Advisory Services
North Carolina
$36.2K
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$34.5K -$3.62K -83 -9%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$34K +$4.89K +112 +16%
C
136
Covestor
United Kingdom
$33K -$6.55K -150 -16%
ASN
137
Advisory Services Network
Georgia
$30.8K -$1.66K -38 -5%
TWC
138
TD Waterhouse Canada
Ontario, Canada
$27.8K +$11.4K +261 +69%
NA
139
NewEdge Advisors
Louisiana
$27.6K
GI
140
Gradient Investments
Minnesota
$26.3K +$24.7K +567 +1,181%
CA
141
Centerpoint Advisors
Massachusetts
$26K
BAAM
142
Baker Avenue Asset Management
California
$21.4K +$21.8K +500 New
IGWM
143
ICA Group Wealth Management
Colorado
$16.9K
WT
144
Whittier Trust
California
$16.4K
FFA
145
Founders Financial Alliance
North Carolina
$14.7K -$5.72K -131 -28%
HNB
146
Huntington National Bank
Ohio
$14.1K
CHA
147
Carmichael Hill & Associates
Maryland
$13.3K
BWM
148
Baystate Wealth Management
Massachusetts
$11.3K
CIA
149
Choate Investment Advisors
Massachusetts
$8.2K
BWP
150
Baldwin Wealth Partners
Massachusetts
$7.86K