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iShares MSCI Global Gold Miners ETF
RING

69 hedge funds and large institutions have $130M invested in iShares MSCI Global Gold Miners ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $503K | Put options by funds: $320K

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

7% more capital invested

Capital invested by funds: $121M → $130M (+$9.08M)

6% more funds holding

Funds holding: 65 → 69 (+4)

5.01% more ownership

Funds ownership: 25.04% → 30.05% (+5%)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
12
Reduced
19
Closed
12
Calls
$503K
Puts
$320K
Net Calls
+$183K
Net Calls Change
-$373K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.2M
2
MAM
Madison Asset Management
Wisconsin
+$14.7M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$6.26M
4
EFM
E Fund Management
China
+$5.54M
5
RE
RBC Europe
United Kingdom
+$4.35M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$16.4M
2
Morgan Stanley
Morgan Stanley
New York
-$5.19M
3
CIM
Cambria Investment Management
California
-$4.06M
4
OMC
Old Mission Capital
Illinois
-$3.85M
5
PCP
Proficio Capital Partners
Massachusetts
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
51
Cutler Group
California
$24K +$2.85K +100 +13%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$21K -$4.77K -167 -19%
Wells Fargo
53
Wells Fargo
California
$19K +$20.2K +709 New
IA
54
IFP Advisors
Florida
$18K -$4.57K -160 -19%
BFC
55
Bedel Financial Consulting
Indiana
$18K – – –
VFA
56
Valeo Financial Advisors
Indiana
$17K -$1.57K -55 -8%
CFA
57
Carroll Financial Associates
North Carolina
$13K +$14.4K +505 New
GWM
58
Geneos Wealth Management
Colorado
$12K – – –
SIM
59
Sonora Investment Management
Arizona
$11K – – –
GRP
60
Global Retirement Partners
California
$9K – – –
CFGS
61
Concourse Financial Group Securities
Alabama
$5K – – –
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$5K – – –
FI
63
FormulaFolio Investments
Michigan
$4K +$3.23K +113 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$2K -$542 -19 -23%
IFAM
65
Institutional & Family Asset Management
Colorado
$2K – – –
SWM
66
Spire Wealth Management
Virginia
$2K +$2.08K +73 New
SPIA
67
Steward Partners Investment Advisory
New York
$1.07K -$10.6K -370 -90%
William Blair & Company
68
William Blair & Company
Illinois
$1K – – –
Allianz Asset Management
69
Allianz Asset Management
Germany
– -$16.4M -551,420 Closed
CIM
70
Cambria Investment Management
California
– -$4.06M -135,863 Closed
OMC
71
Old Mission Capital
Illinois
– -$3.85M -129,017 Closed
Jane Street
72
Jane Street
New York
– -$1.82M -61,082 Closed
Aberdeen Group
73
Aberdeen Group
United Kingdom
– -$1.01M -33,838 Closed
KCM
74
Karp Capital Management
California
– -$831K -27,852 Closed
SPC
75
Sigma Planning Corp
Michigan
– -$513K -17,204 Closed
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RING Hedge Fund Activity: Q1 2021 in Review

69 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Gold Miners ETF (RING) for Q1 2021, worth a combined $130M — up 7.5% from $121M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RING positions and 12 closed out — a net gain of 4 holders — while 12 added to existing stakes and 19 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $17.2M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $16.4M sold.

  • 69 institutional investors held iShares MSCI Global Gold Miners ETF (RING) as of Q1 2021, up from 65 in Q4 2020.
  • Funds reported $130M of iShares MSCI Global Gold Miners ETF stock for Q1 2021, up 7.5% quarter-over-quarter.
  • 16 funds opened new iShares MSCI Global Gold Miners ETF positions in Q1 2021 and 12 closed out, a net change of +4 holders.
  • The largest iShares MSCI Global Gold Miners ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $17.2M added.
  • The largest iShares MSCI Global Gold Miners ETF seller in Q1 2021 was Allianz Asset Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2021.