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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
EWA
151
EverSource Wealth Advisors
Alabama
$2.83K -$2.99M -73,234 -100%
OP
152
ORG Partners
Indiana
$2.18K +$2.16K +53 New
NC
153
NewSquare Capital
Pennsylvania
$1.25K
CWA
154
Clearview Wealth Advisors
Oregon
$1.23K +$41 +1 +3%
Citigroup
155
Citigroup
New York
$40
T. Rowe Price Associates
156
T. Rowe Price Associates
Maryland
-$58.2M -1,362,494 Closed
PAMS
157
Pictet Asset Management (Switzerland)
Switzerland
-$41.9M -981,460 Closed
FTA
158
Financial & Tax Architects
Missouri
-$1.8M -42,216 Closed
PP
159
Prudential plc
United Kingdom
-$1.77M -41,430 Closed
MFS
160
Mirabella Financial Services
United Kingdom
-$1.41M -33,096 Closed
FTUS
161
Flow Traders U.S.
New York
-$1.3M -30,375 Closed
CMANY
162
Capital Management Associates (New York)
New York
-$1.2M -28,000 Closed
EFS
163
Essex Financial Services
Connecticut
-$480K -11,245 Closed
BCM
164
Barometer Capital Management
Ontario, Canada
-$453K -10,600 Closed
CCA
165
Childress Capital Advisors
Texas
-$410K -9,600 Closed
AAS
166
Avantax Advisory Services
Texas
-$374K -8,749 Closed
SFS
167
Sowell Financial Services
Arkansas
-$311K -7,281 Closed
WSCM
168
Wellington Shields Capital Management
New York
-$308K -7,200 Closed
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
-$267K -6,254 Closed
AAS
170
Ameritas Advisory Services
Nebraska
-$251K -5,979 Closed
SAM
171
Synergy Asset Management
Washington
-$227K -5,323 Closed
AA
172
Advisory Alpha
Michigan
-$226K -5,286 Closed
CAI
173
Capital Advisors Inc
Oklahoma
-$206K -4,830 Closed
BAM
174
Belpointe Asset Management
Nevada
-$93.4K -2,186 Closed
MWM
175
Mascoma Wealth Management
New Hampshire
-$89.9K -2,180 Closed