iShares Global Industrials ETF
39 hedge funds and large institutions have $133M invested in iShares Global Industrials ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
11% more capital invested
Capital invested by funds: $120M → $133M (+$12.8M)
3% more funds holding
Funds holding: 38 → 39 (+1)
2.77% less ownership
Funds ownership: 44.6% → 41.83% (-2.8%)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.94M |
| 2 |
SG Americas Securities
New York
|
+$4.2M |
| 3 |
BlackRock
New York
|
+$4.12M |
| 4 |
Barclays
London,
United Kingdom
|
+$3.01M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$9.11M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.55M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.49M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$2.15M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$1.45M |
EXI Hedge Fund Activity: Q4 2013 in Review
39 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2013, worth a combined $133M — up 11% from $120M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EXI positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $9.94M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $9.11M sold.
- 39 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2013, up from 38 in Q3 2013.
- Funds reported $133M of iShares Global Industrials ETF stock for Q4 2013, up 11% quarter-over-quarter.
- 5 funds opened new iShares Global Industrials ETF positions in Q4 2013 and 3 closed out, a net change of +2 holders.
- The largest iShares Global Industrials ETF buyer in Q4 2013 was Bank of America, an estimated $9.94M added.
- The largest iShares Global Industrials ETF seller in Q4 2013 was Beaumont Financial Advisors, an estimated $9.11M sold.
Based on aggregated 13F filings for Q4 2013.