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iShares MSCI Global Gold Miners ETF

19 hedge funds and large institutions have $11.5M invested in iShares MSCI Global Gold Miners ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

27% more funds holding

Funds holding: 1519 (+4)

2% more capital invested

Capital invested by funds: $11.3M → $11.5M (+$222K)

1.79% less ownership

Funds ownership: 15.64%13.85% (-1.8%)

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$3.23M +$1.44M +73,092 +70%
Morgan Stanley
2
Morgan Stanley
New York
$1.75M +$1.05M +53,465 +126%
Bank of America
3
Bank of America
North Carolina
$1.4M +$477K +24,215 +46%
U
4
UBS
Switzerland
$1.12M +$1.03M +52,246 +562%
RPA
5
Rock Point Advisors
Vermont
$1.01M +$1.09M +55,315 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$922K -$927K -47,095 -48%
Axa
7
Axa
France
$375K +$154K +7,820 +61%
SC
8
SouthState Corp
Florida
$311K
LPL Financial
9
LPL Financial
California
$302K +$165K +8,404 +103%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$229K +$247K +12,571 New
Citigroup
11
Citigroup
New York
$191K +$207K +10,500 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$189K +$71K +3,608 +53%
BCM
13
Bluefin Capital Management
New York
$183K +$198K +10,035 New
JP Morgan Chase
14
JP Morgan Chase
New York
$112K
AIG
15
American International Group
New York
$100K +$83.7K +4,250 +340%
JAM
16
Jolley Asset Management
North Carolina
$37K +$39.9K +2,025 New
PSI
17
Pinnacle Summer Investments
Virginia
$18K +$5.22K +265 +38%
TRCT
18
Tower Research Capital (TRC)
New York
$3K +$3.48K +177 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1K
Jane Street
20
Jane Street
New York
-$3.06M -144,411 Closed
VKH
21
Virtu KCG Holdings
New York
-$593K -27,981 Closed

RING Hedge Fund Activity: Q4 2013 in Review

19 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Gold Miners ETF (RING) for Q4 2013, worth a combined $11.5M — up 2% from $11.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RING positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $1.44M. The largest seller was Jane Street, exiting entirely with an estimated $3.06M sold.

  • 19 institutional investors held iShares MSCI Global Gold Miners ETF (RING) as of Q4 2013, up from 15 in Q3 2013.
  • Funds reported $11.5M of iShares MSCI Global Gold Miners ETF stock for Q4 2013, up 2% quarter-over-quarter.
  • 6 funds opened new iShares MSCI Global Gold Miners ETF positions in Q4 2013 and 2 closed out, a net change of +4 holders.
  • The largest iShares MSCI Global Gold Miners ETF buyer in Q4 2013 was Carson Wealth (CWM LLC), an estimated $1.44M added.
  • The largest iShares MSCI Global Gold Miners ETF seller in Q4 2013 was Jane Street, an estimated $3.06M sold.

Based on aggregated 13F filings for Q4 2013.