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iShares MSCI Global Silver and Metals Miners ETF
SLVP

49 hedge funds and large institutions have $13.5M invested in iShares MSCI Global Silver and Metals Miners ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

7% more funds holding

Funds holding: 46 → 49 (+3)

1.28% less ownership

Funds ownership: 10.41% → 9.14% (-1.3%)

16% less call options, than puts

Call options by funds: $123K | Put options by funds: $147K

20% less capital invested

Capital invested by funds: $17M → $13.5M (-$3.45M)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
13
Closed
7
Calls
$123K
Puts
$147K
Net Calls
-$24K
Net Calls Change
-$67K

Top Buyers

Rank Fund Capital Flow
1
1WA
180 Wealth Advisors
Washington
+$412K
2
JIC
Johnson Investment Counsel
Ohio
+$198K
3
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$124K
4
CAM
Concorde Asset Management
Michigan
+$123K
5
TSS
Two Sigma Securities
New York
+$110K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.03M
2
EWA
EP Wealth Advisors
California
-$343K
3
Wealthfront Advisers
Wealthfront Advisers
California
-$316K
4
NW
NewEdge Wealth
Pennsylvania
-$309K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$246K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
26
Baldwin Wealth Partners
Massachusetts
$90.9K – – –
JEST
27
JTC Employer Solutions Trustee
Jersey
$83K – – –
SWM
28
Spire Wealth Management
Virginia
$78.7K +$48 +5 +0.1%
UBS Group
29
UBS Group
Switzerland
$57K +$4.98K +519 +8%
SL
30
Salomon & Ludwin
Virginia
$27.3K +$30.6K +3,185 New
AAP
31
Arax Advisory Partners
Colorado
$21.4K – – –
CHA
32
Carmichael Hill & Associates
Maryland
$17.1K – – –
Citadel Advisors
33
Citadel Advisors
Florida
$16.7K -$32.1K -3,343 -63%
LFG
34
Larson Financial Group
Missouri
$14.6K +$1.61K +168 +11%
BC
35
Bartlett & Co
Ohio
$12K +$13.4K +1,400 New
BCWM
36
Bartlett & Co Wealth Management
Ohio
$12K +$13.4K +1,400 New
FHA
37
First Horizon Advisors
Tennessee
$11K – – –
WT
38
Whittier Trust
California
$10.8K – – –
CIAS
39
Capital Investment Advisory Services
North Carolina
$7.71K +$8.64K +900 New
HGERS
40
Householder Group Estate & Retirement Specialist
Arizona
$5.36K +$6K +625 New
William Blair & Company
41
William Blair & Company
Illinois
$4.84K – – –
GJIA
42
Glass Jacobson Investment Advisors
Maryland
$4.77K +$5.35K +557 New
SPIA
43
Steward Partners Investment Advisory
New York
$3.21K – – –
Simplex Trading
44
Simplex Trading
Illinois
$3K +$3.98K +414 New
ICM
45
Islay Capital Management
Texas
$2.14K – – –
SIS
46
Sound Income Strategies
Florida
$1.1K – – –
KFS
47
Kelly Financial Services
Massachusetts
$471 – – –
PA
48
Parallel Advisors
California
$163 – – –
First Manhattan
49
First Manhattan
New York
$17 – – –
JWM
50
Janiczek Wealth Management
Colorado
$1 – – –
1
2
3

SLVP Hedge Fund Activity: Q3 2023 in Review

49 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Silver and Metals Miners ETF (SLVP) for Q3 2023, worth a combined $13.5M — down 20% from $17M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SLVP positions and 7 closed out — a net gain of 3 holders — while 7 added to existing stakes and 13 trimmed.

The largest buyer was 180 Wealth Advisors, adding an estimated $412K. The largest seller was Osaic Holdings, cutting an estimated $1.03M.

  • 49 institutional investors held iShares MSCI Global Silver and Metals Miners ETF (SLVP) as of Q3 2023, up from 46 in Q2 2023.
  • Funds reported $13.5M of iShares MSCI Global Silver and Metals Miners ETF stock for Q3 2023, down 20% quarter-over-quarter.
  • 10 funds opened new iShares MSCI Global Silver and Metals Miners ETF positions in Q3 2023 and 7 closed out, a net change of +3 holders.
  • The largest iShares MSCI Global Silver and Metals Miners ETF buyer in Q3 2023 was 180 Wealth Advisors, an estimated $412K added.
  • The largest iShares MSCI Global Silver and Metals Miners ETF seller in Q3 2023 was Osaic Holdings, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2023.