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iShares MSCI Global Silver and Metals Miners ETF

48 hedge funds and large institutions have $38.2M invested in iShares MSCI Global Silver and Metals Miners ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

141% more capital invested

Capital invested by funds: $15.8M → $38.2M (+$22.4M)

50% more funds holding

Funds holding: 3248 (+16)

7.24% more ownership

Funds ownership: 6.67%13.91% (+7.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
48
Holders Change
+16
Holders Change %
+50%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
11
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1
Proficio Capital Partners
Massachusetts
$14.5M +$15.8M +983,928 New
HWA
2
Heartwood Wealth Advisors
Virginia
$6.99M +$7.61M +473,630 New
Bank of America
3
Bank of America
North Carolina
$5.82M +$2.74M +170,774 +77%
Morgan Stanley
4
Morgan Stanley
New York
$2.73M +$880K +54,780 +42%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.28M +$453K +28,188 +48%
VWA
6
Visionary Wealth Advisors
Illinois
$778K +$848K +52,740 New
LPL Financial
7
LPL Financial
California
$647K +$257K +16,006 +58%
DDC
8
DF Dent & Co
Maryland
$605K
EVM
9
Eaton Vance Management
Massachusetts
$598K +$651K +40,535 New
Jane Street
10
Jane Street
New York
$514K +$560K +34,832 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$485K +$88.5K +5,509 +20%
MIAN
12
Mariner Independent Advisor Network
Kansas
$295K +$321K +19,987 New
WCFA
13
Walkner Condon Financial Advisors
Wisconsin
$237K +$258K +16,040 New
HighTower Advisors
14
HighTower Advisors
Illinois
$223K +$49.8K +3,100 +26%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$212K +$53.6K +3,337 +30%
MWC
16
MKD Wealth Coaches
Michigan
$193K -$2.56M -159,412 -92%
CAAS
17
Capital Asset Advisory Services
Michigan
$184K +$36.4K +2,266 +22%
EDRIA
18
Edmonds Duncan Registered Investment Advisors
Kansas
$176K
BWM
19
Baystate Wealth Management
Massachusetts
$168K
RJFSA
20
Raymond James Financial Services Advisors
Florida
$160K -$462K -28,746 -73%
Creative Planning
21
Creative Planning
Kansas
$155K +$169K +10,504 New
GC
22
GFG Capital
Florida
$154K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$151K +$165K +10,255 New
SWM
24
Spire Wealth Management
Virginia
$135K +$148K +9,178 New
UBS Group
25
UBS Group
Switzerland
$131K +$20.5K +1,274 +17%

SLVP Hedge Fund Activity: Q1 2021 in Review

48 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Silver and Metals Miners ETF (SLVP) for Q1 2021, worth a combined $38.2M — up 141% from $15.8M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SLVP positions and 4 closed out — a net gain of 17 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $15.8M. The largest seller was MKD Wealth Coaches, cutting an estimated $2.56M.

  • 48 institutional investors held iShares MSCI Global Silver and Metals Miners ETF (SLVP) as of Q1 2021, up from 32 in Q4 2020.
  • Funds reported $38.2M of iShares MSCI Global Silver and Metals Miners ETF stock for Q1 2021, up 141% quarter-over-quarter.
  • 21 funds opened new iShares MSCI Global Silver and Metals Miners ETF positions in Q1 2021 and 4 closed out, a net change of +17 holders.
  • The largest iShares MSCI Global Silver and Metals Miners ETF buyer in Q1 2021 was Proficio Capital Partners, an estimated $15.8M added.
  • The largest iShares MSCI Global Silver and Metals Miners ETF seller in Q1 2021 was MKD Wealth Coaches, an estimated $2.56M sold.

Based on aggregated 13F filings for Q1 2021.