We are live on ! Find out more
EXI icon

iShares Global Industrials ETF

62 hedge funds and large institutions have $193M invested in iShares Global Industrials ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

50% more capital invested

Capital invested by funds: $129M → $193M (+$63.8M)

5% more funds holding

Funds holding: 5962 (+3)

2.53% more ownership

Funds ownership: 49.53%52.06% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
22
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$645K -$477K -5,062 -42%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$559K -$180K -1,914 -24%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$548K +$34.7K +368 +7%
RJA
29
Raymond James & Associates
Florida
$525K +$542K +5,748 New
KWA
30
KCS Wealth Advisory
California
$470K +$52.5K +557 +12%
Jane Street
31
Jane Street
New York
$455K -$2.68M -28,474 -85%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$453K
QCMC
33
Quantum Capital Management (California)
California
$329K -$8.2K -87 -2%
PIA
34
Peachtree Investment Advisors
Georgia
$276K
BAAM
35
Baker Avenue Asset Management
California
$258K +$34.7K +368 +15%
FRA
36
Front Row Advisors
California
$227K
HighTower Advisors
37
HighTower Advisors
Illinois
$207K +$212K +2,253 New
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$153K +$75.9K +805 +92%
AG
39
Advisor Group
Arizona
$120K -$9.05K -96 -7%
Barclays
40
Barclays
United Kingdom
$118K
PWM
41
Perigon Wealth Management
California
$99K -$3.58K -38 -3%
IA
42
IFP Advisors
Florida
$79K
RFC
43
Regions Financial Corp
Alabama
$67K
JCM
44
Jacobi Capital Management
Pennsylvania
$36K
VCM
45
Virtue Capital Management
Tennessee
$28K +$10.9K +116 +63%
CAW
46
Cornerstone Advisors (Washington)
Washington
$27K -$23.7K -251 -46%
CCM
47
Covington Capital Management
California
$25K
OIA
48
Optimum Investment Advisors
Illinois
$19K +$19.2K +204 New
FWM
49
Focused Wealth Management
New York
$18K -$18.9K -200 -50%
TCM
50
TD Capital Management
Tennessee
$12K

EXI Hedge Fund Activity: Q1 2018 in Review

62 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q1 2018, worth a combined $193M — up 50% from $129M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EXI positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $69.9M. The largest seller was AMP Capital Investors, exiting entirely with an estimated $13.3M sold.

  • 62 institutional investors held iShares Global Industrials ETF (EXI) as of Q1 2018, up from 59 in Q4 2017.
  • Funds reported $193M of iShares Global Industrials ETF stock for Q1 2018, up 50% quarter-over-quarter.
  • 7 funds opened new iShares Global Industrials ETF positions in Q1 2018 and 4 closed out, a net change of +3 holders.
  • The largest iShares Global Industrials ETF buyer in Q1 2018 was AssetMark Inc, an estimated $69.9M added.
  • The largest iShares Global Industrials ETF seller in Q1 2018 was AMP Capital Investors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2018.