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iShares MSCI Agriculture Producers ETF
VEGI

74 hedge funds and large institutions have $114M invested in iShares MSCI Agriculture Producers ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% more ownership

Funds ownership: 41.4% → 42.68% (+1.3%)

8% less funds holding

Funds holding: 80 → 74 (-6)

8% less capital invested

Capital invested by funds: $124M → $114M (-$9.52M)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
74
Holders Change
-6
Holders Change %
-7.5%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
19
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$12.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.53M
3
Stifel Financial
Stifel Financial
Missouri
+$2.29M
4
MD
Money Design
Japan
+$1.16M
5
PCP
Proficio Capital Partners
Massachusetts
+$920K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$8.81M
2
MML Investors Services
MML Investors Services
Massachusetts
-$3.37M
3
NL
NKCFO LLC
Illinois
-$2.42M
4
FTUS
Flow Traders U.S.
New York
-$2.4M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$716K – – –
WMR
27
Wealth Management Resources
Rhode Island
$547K +$513 +12 +0.1%
Wealthfront Advisers
28
Wealthfront Advisers
California
$531K -$125K -2,935 -19%
OCBCO
29
Oversea-Chinese Banking Corp (OCBC)
Singapore
$502K – – –
Truist Financial
30
Truist Financial
North Carolina
$457K +$11.7K +275 +3%
JFG
31
Jefferies Financial Group
New York
$449K -$82.7K -1,935 -15%
SFPG
32
Stonebridge Financial Planning Group
Florida
$378K +$126K +2,955 +49%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$312K -$40.6K -950 -11%
MML Investors Services
34
MML Investors Services
Massachusetts
$302K -$3.37M -78,963 -92%
AC
35
Anson Capital
Georgia
$261K -$141K -3,293 -35%
VA
36
Valmark Advisers
Ohio
$238K – – –
Creative Planning
37
Creative Planning
Kansas
$224K +$227K +5,315 New
SWM
38
Spire Wealth Management
Virginia
$219K -$154K -3,596 -41%
CS
39
Credit Suisse
Switzerland
$217K – – –
AA
40
Advisory Alpha
Michigan
$204K +$207K +4,839 New
S
41
SignatureFD
Georgia
$164K – – –
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$129K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$85.7K +$3.42K +80 +4%
GRP
44
Global Retirement Partners
California
$81.5K +$3.76K +88 +5%
WIM
45
Westside Investment Management
California
$77.3K – – –
WTC
46
WhitTier Trust Company
Nevada
$75.1K – – –
NA
47
NewEdge Advisors
Louisiana
$71.8K -$41.1K -962 -36%
AAS
48
Ameritas Advisory Services
Nebraska
$64.9K +$67.3K +1,576 New
GEA
49
Glen Eagle Advisors
New Jersey
$54.7K – – –
HI
50
Harbour Investments
Wisconsin
$53.9K – – –
1
2
3 4

VEGI Hedge Fund Activity: Q1 2023 in Review

74 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Agriculture Producers ETF (VEGI) for Q1 2023, worth a combined $114M — down 7.7% from $124M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of VEGI and 7 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 19 added.

The largest buyer was UBS Group, adding an estimated $12.9M. The largest seller was Old Mission Capital, cutting an estimated $8.81M.

  • 74 institutional investors held iShares MSCI Agriculture Producers ETF (VEGI) as of Q1 2023, down from 80 in Q4 2022.
  • Funds reported $114M of iShares MSCI Agriculture Producers ETF stock for Q1 2023, down 7.7% quarter-over-quarter.
  • 7 funds opened new iShares MSCI Agriculture Producers ETF positions in Q1 2023 and 12 closed out, a net change of -5 holders.
  • The largest iShares MSCI Agriculture Producers ETF buyer in Q1 2023 was UBS Group, an estimated $12.9M added.
  • The largest iShares MSCI Agriculture Producers ETF seller in Q1 2023 was Old Mission Capital, an estimated $8.81M sold.

Based on aggregated 13F filings for Q1 2023.