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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
PA
151
Parallel Advisors
California
$4.97K
PBK
152
Peoples Bank (Kansas)
Kansas
$4.97K +$5.09K +125 New
HR
153
Howe & Rusling
New York
$4.21K -$1.18K -29 -21%
CFB
154
Cullen/Frost Bankers
Texas
$3.86K
KA
155
Kozak & Associates
Colorado
$3.42K +$3.58K +88 New
ACA
156
Aptus Capital Advisors
Alabama
$2.82K +$2.89K +71 New
VWM
157
Venturi Wealth Management
Texas
$1.59K +$1.63K +40 New
S
158
Syntrinsic
Colorado
$516 +$529 +13 New
FFA
159
Farther Finance Advisors
California
$358 +$366 +9 New
Citigroup
160
Citigroup
New York
$40
Schroder Investment Management Group
161
Schroder Investment Management Group
United Kingdom
-$15.4M -381,804 Closed
SEI Investments
162
SEI Investments
Pennsylvania
-$8.6M -212,616 Closed
ACM
163
Arlington Capital Management
Illinois
-$4.78M -118,198 Closed
SPW
164
Sonoma Private Wealth
California
-$998K -24,674 Closed
AWE
165
Avidian Wealth Enterprises
Texas
-$966K -23,883 Closed
V
166
Veritable
Delaware
-$598K -14,790 Closed
AWM
167
AE Wealth Management
Kansas
-$349K -8,633 Closed
MWM
168
Moran Wealth Management
Florida
-$304K -7,511 Closed
Betterment LLC
169
Betterment LLC
New York
-$256K -6,328 Closed
NL
170
NWAM LLC
Washington
-$210K -5,186 Closed
BFS
171
Bard Financial Services
Connecticut
-$209K -5,175 Closed
BSG
172
Black Swift Group
Colorado
-$202K -5,000 Closed
GI
173
Gradient Investments
Minnesota
-$24.9K -615 Closed
VAG
174
VisionPoint Advisory Group
Texas
-$11.6K -286 Closed
FA
175
Fiduciary Alliance
South Carolina
-$8.63K -213 Closed