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iShares Global Industrials ETF
EXI

Overview Fund Activity

53 hedge funds and large institutions have $70.7M invested in iShares Global Industrials ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-13
Holders Change %
-19.7%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
11
Reduced
20
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$2.09M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.98M
3
BlackRock
3
BlackRock
New York
$22.9M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$3.64M
5
Calamos Advisors
5
Calamos Advisors
Illinois
$640K

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$6K
2
B
2
Barings
North Carolina
$0
3
CIM
3
Cambria Investment Management
California
$0
4
EE
4
EWG Elevate
California
$0
5
NR
5
Newfound Research
Massachusetts
$316K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
26
Baker Avenue Asset Management
California
$282K -$82.8K -1,167 -23%
NFG
27
Next Financial Group
Texas
$262K +$568 +8 +0.2%
KWA
28
KCS Wealth Advisory
California
$252K -$236K -3,323 -48%
QCMC
29
Quantum Capital Management (California)
California
$235K -$9.23K -130 -4%
Osaic Holdings
30
Osaic Holdings
Arizona
$208K +$208K +2,938 New
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$186K -$80.4K -1,129 -30%
FRA
32
Front Row Advisors
California
$159K – – –
IA
33
IFP Advisors
Florida
$47K +$11.7K +160 +33%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$41K -$25.6K -354 -38%
JCM
35
Jacobi Capital Management
Pennsylvania
$38K – – –
SF
36
Synovus Financial
Georgia
$32K +$32K +445 New
VFA
37
Valeo Financial Advisors
Indiana
$31K – – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$27K -$90.3K -1,338 -77%
ASN
39
Advisory Services Network
Georgia
$24K -$2K -28 -8%
CCM
40
Covington Capital Management
California
$20K – – –
OIA
41
Optimum Investment Advisors
Illinois
$15K – – –
TCM
42
TD Capital Management
Tennessee
$13K – – –
AAP
43
Arax Advisory Partners
Colorado
$12K – – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$12K – – –
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9K +126 New
RFA
47
Reilly Financial Advisors
California
$7K – – –
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$6K -$28.4M -369,543 -100%
TPWA
49
TRUE Private Wealth Advisors
Oregon
$5K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$5K – – –
1
2
3