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iShares MSCI Global Gold Miners ETF

77 hedge funds and large institutions have $175M invested in iShares MSCI Global Gold Miners ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0.39% more ownership

Funds ownership: 42.81%43.2% (+0.39%)

6% less capital invested

Capital invested by funds: $186M → $175M (-$10.9M)

19% less funds holding

Funds holding: 9577 (-18)

65% less call options, than puts

Call options by funds: $550K | Put options by funds: $1.57M

76% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 21

Holders
77
Holders Change
-18
Holders Change %
-18.95%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
23
Closed
21
Calls
$550K
Puts
$1.57M
Net Calls
-$1.02M
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
26
Wealthfront Advisers
California
$863K +$100K +3,971 +12%
TFF
27
The Family Firm
Maryland
$813K +$26.2K +1,039 +3%
Citadel Advisors
28
Citadel Advisors
Florida
$619K +$344K +13,643 +106%
BFS
29
Bard Financial Services
Connecticut
$559K
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$508K -$9.66K -383 -2%
CWM
31
Comprehensive Wealth Management
Washington
$501K +$46.9K +1,861 +9%
Osaic Holdings
32
Osaic Holdings
Arizona
$475K -$50.8K -2,015 -9%
HF
33
HRT Financial
New York
$441K +$478K +18,966 New
SC
34
SouthState Corp
Florida
$408K -$101 -4 -0%
FEG
35
Financial Enhancement Group
Indiana
$396K +$23.6K +934 +6%
SCA
36
Sandy Cove Advisors
Massachusetts
$384K
NW
37
NewEdge Wealth
Pennsylvania
$358K
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$357K +$140K +5,569 +2,785%
Mariner
39
Mariner
Kansas
$335K +$28K +1,111 +8%
BAM
40
Belpointe Asset Management
Nevada
$326K -$296K -11,749 -46%
FFS
41
Founders Financial Securities
Maryland
$306K -$2.65K -105 -0.8%
HNB
42
Huntington National Bank
Ohio
$305K
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$293K -$151K -5,984 -32%
SMC
44
Smith, Moore & Co
Missouri
$279K +$14.3K +569 +5%
RDWM
45
Red Door Wealth Management
Tennessee
$269K
EW
46
Evoke Wealth
California
$256K +$1.39K +55 +0.5%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$246K +$5.42K +215 +2%
SCM
48
Stonehearth Capital Management
Massachusetts
$242K
Stifel Financial
49
Stifel Financial
Missouri
$225K
PWM
50
Perigon Wealth Management
California
$221K

RING Hedge Fund Activity: Q2 2023 in Review

77 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Gold Miners ETF (RING) for Q2 2023, worth a combined $175M — down 5.8% from $186M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of RING and 5 opened new positions — a net loss of 16 holders — while 23 trimmed existing stakes and 24 added.

The largest buyer was Old Mission Capital, adding an estimated $14.2M. The largest seller was E Fund Management, exiting entirely with an estimated $4.02M sold.

  • 77 institutional investors held iShares MSCI Global Gold Miners ETF (RING) as of Q2 2023, down from 95 in Q1 2023.
  • Funds reported $175M of iShares MSCI Global Gold Miners ETF stock for Q2 2023, down 5.8% quarter-over-quarter.
  • 5 funds opened new iShares MSCI Global Gold Miners ETF positions in Q2 2023 and 21 closed out, a net change of -16 holders.
  • The largest iShares MSCI Global Gold Miners ETF buyer in Q2 2023 was Old Mission Capital, an estimated $14.2M added.
  • The largest iShares MSCI Global Gold Miners ETF seller in Q2 2023 was E Fund Management, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2023.