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iShares MSCI Global Silver and Metals Miners ETF
SLVP

58 hedge funds and large institutions have $31.3M invested in iShares MSCI Global Silver and Metals Miners ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

131% more capital invested

Capital invested by funds: $13.5M → $31.3M (+$17.8M)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

18% more funds holding

Funds holding: 49 → 58 (+9)

8.71% more ownership

Funds ownership: 9.14% → 17.85% (+8.7%)

90% less call options, than puts

Call options by funds: $30K | Put options by funds: $300K

Holders
58
Holders Change
+9
Holders Change %
+18.37%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
12
Reduced
10
Closed
4
Calls
$30K
Puts
$300K
Net Calls
-$270K
Net Calls Change
-$246K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.62M
2
Jane Street
Jane Street
New York
+$3.58M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$818K
4
1WA
180 Wealth Advisors
Washington
+$519K
5
OMC
Old Mission Capital
Illinois
+$346K

Top Sellers

Rank Fund Capital Flow
1
CWA
Capital Wealth Alliance
Arizona
-$682K
2
CS
Credit Suisse
Switzerland
-$442K
3
VWA
Visionary Wealth Advisors
Illinois
-$110K
4
CAM
Concorde Asset Management
Michigan
-$110K
5
TSS
Two Sigma Securities
New York
-$98.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
EDRIA
26
Edmonds Duncan Registered Investment Advisors
Kansas
$134K – – –
BWP
27
Baldwin Wealth Partners
Massachusetts
$108K – – –
JEST
28
JTC Employer Solutions Trustee
Jersey
$100K – – –
UBS Group
29
UBS Group
Switzerland
$99.2K +$28.9K +3,094 +47%
SWM
30
Spire Wealth Management
Virginia
$81.1K – – –
BWM
31
Baystate Wealth Management
Massachusetts
$74.6K -$38.2K -4,087 -36%
Citadel Advisors
32
Citadel Advisors
Florida
$27.8K +$7.33K +785 +40%
SL
33
Salomon & Ludwin
Virginia
$27.3K – – –
AAP
34
Arax Advisory Partners
Colorado
$25.6K +$112 +12 +0.5%
CHA
35
Carmichael Hill & Associates
Maryland
$20.4K – – –
LFG
36
Larson Financial Group
Missouri
$17.9K +$588 +63 +4%
BCWM
37
Bartlett & Co Wealth Management
Ohio
$14.5K – – –
BC
38
Bartlett & Co
Ohio
$14K – – –
WT
39
Whittier Trust
California
$12.8K – – –
TRCT
40
Tower Research Capital (TRC)
New York
$12.2K +$11.2K +1,200 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$11.5K +$10.5K +1,125 New
CIAS
42
Capital Investment Advisory Services
North Carolina
$9.16K – – –
CAS
43
Coppell Advisory Solutions
Texas
$8.03K +$1.75K +188 New
FHA
44
First Horizon Advisors
Tennessee
$8.01K -$4.65K -498 -39%
IGWM
45
ICA Group Wealth Management
Colorado
$6.11K +$5.6K +600 New
HGERS
46
Householder Group Estate & Retirement Specialist
Arizona
$6K – – –
William Blair & Company
47
William Blair & Company
Illinois
$5.78K +$28 +3 +0.5%
GJIA
48
Glass Jacobson Investment Advisors
Maryland
$5.67K – – –
ASN
49
Advisory Services Network
Georgia
$4.65K +$4.27K +457 New
SPIA
50
Steward Partners Investment Advisory
New York
$3.82K – – –
1
2
3

SLVP Hedge Fund Activity: Q4 2023 in Review

58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Silver and Metals Miners ETF (SLVP) for Q4 2023, worth a combined $31.3M — up 131% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SLVP positions and 4 closed out — a net gain of 9 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.62M. The largest seller was Capital Wealth Alliance, cutting an estimated $682K.

  • 58 institutional investors held iShares MSCI Global Silver and Metals Miners ETF (SLVP) as of Q4 2023, up from 49 in Q3 2023.
  • Funds reported $31.3M of iShares MSCI Global Silver and Metals Miners ETF stock for Q4 2023, up 131% quarter-over-quarter.
  • 13 funds opened new iShares MSCI Global Silver and Metals Miners ETF positions in Q4 2023 and 4 closed out, a net change of +9 holders.
  • The largest iShares MSCI Global Silver and Metals Miners ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.62M added.
  • The largest iShares MSCI Global Silver and Metals Miners ETF seller in Q4 2023 was Capital Wealth Alliance, an estimated $682K sold.

Based on aggregated 13F filings for Q4 2023.