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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
BTI
151
Blue Trust Inc
Georgia
$6K
VNA
152
Valley National Advisers
Pennsylvania
$6K
HR
153
Howe & Rusling
New York
$5.77K +$5.89K +135 New
HI
154
Harbour Investments
Wisconsin
$5.47K
PA
155
Parallel Advisors
California
$5.34K +$5.46K +125 New
CFO
156
CVA Family Office
Colorado
$4.61K
CFB
157
Cullen/Frost Bankers
Texas
$4.14K +$4.23K +97 New
MTIC
158
Missouri Trust & Investment Company
Missouri
$3.55K +$3.62K +83 New
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$2.08K +$92.8K +2,127 +5%
NC
160
NewSquare Capital
Pennsylvania
$1.32K
CWA
161
Clearview Wealth Advisors
Oregon
$1.27K
CBT
162
Central Bank & Trust
Kentucky
$939 +$960 +22 New
TF
163
TimeScale Financial
Massachusetts
$256 +$262 +6 New
Citigroup
164
Citigroup
New York
$43
FFA
165
Farther Finance Advisors
California
$43 +$44 +1 New
LSIA
166
LaSalle St. Investment Advisors
Illinois
-$2.92M -71,115 Closed
KAS
167
Kestra Advisory Services
Texas
-$1.88M -45,974 Closed
NL
168
NKCFO LLC
Illinois
-$1.67M -40,600 Closed
HCC
169
Hirtle Callaghan & Co
Pennsylvania
-$1.56M -38,000 Closed
GCA
170
Greenwood Capital Associates
South Carolina
-$1.45M -35,385 Closed
IAIM
171
International Assets Investment Management
Florida
-$1.28M -33,298 Closed
NL
172
NWAM LLC
Washington
-$1.28M -31,301 Closed
New York State Common Retirement Fund
173
New York State Common Retirement Fund
New York
-$914K -22,303 Closed
TSS
174
Two Sigma Securities
New York
-$446K -10,885 Closed
IA
175
IFP Advisors
Florida
-$232K -6,619 Closed