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iShares MSCI Global Metals & Mining Producers ETF

154 hedge funds and large institutions have $786M invested in iShares MSCI Global Metals & Mining Producers ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $4.29M | Put options by funds: $2.08M

19% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 48

2.42% more ownership

Funds ownership: 50.01%52.43% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $811M → $786M (-$24.8M)

6% less funds holding

Funds holding: 164154 (-10)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

Holders
154
Holders Change
-10
Holders Change %
-6.1%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
57
Reduced
48
Closed
28
Calls
$4.29M
Puts
$2.08M
Net Calls
+$2.21M
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
126
Capital Investment Advisory Services
North Carolina
$34.5K +$286 +7 +0.8%
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$33.8K +$1.26K +31 +4%
C
128
Covestor
United Kingdom
$33K +$2K +49 +6%
NA
129
NewEdge Advisors
Louisiana
$26.1K
CA
130
Centerpoint Advisors
Massachusetts
$25K
GI
131
Gradient Investments
Minnesota
$24.9K
EBA
132
Eagle Bay Advisors
New York
$19.1K -$117K -2,857 -86%
LFASL
133
Lugano Financial Advisors SA (LFA)
Switzerland
$18.6K +$18.8K +460 New
NCM
134
Northwest Capital Management
Oregon
$18.6K +$18.7K +459 New
CIA
135
Choate Investment Advisors
Massachusetts
$17.6K +$9.88K +242 +126%
WT
136
Whittier Trust
California
$15.6K
FFA
137
Founders Financial Alliance
North Carolina
$13.9K
HNB
138
Huntington National Bank
Ohio
$13.4K
CHA
139
Carmichael Hill & Associates
Maryland
$12.6K
VAG
140
VisionPoint Advisory Group
Texas
$11.6K +$11.7K +286 New
BWM
141
Baystate Wealth Management
Massachusetts
$10.9K +$204 +5 +2%
FA
142
Fiduciary Alliance
South Carolina
$8.63K +$8.69K +213 New
VNA
143
Valley National Advisers
Pennsylvania
$7K
SWA
144
Sutton Wealth Advisors
Florida
$6.68K +$6.73K +165 New
BTI
145
Blue Trust Inc
Georgia
$6K
HR
146
Howe & Rusling
New York
$5.46K
PA
147
Parallel Advisors
California
$5.06K
CFO
148
CVA Family Office
Colorado
$4.37K
CFB
149
Cullen/Frost Bankers
Texas
$3.92K
MTIC
150
Missouri Trust & Investment Company
Missouri
$3.36K