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iShares Global Industrials ETF

74 hedge funds and large institutions have $218M invested in iShares Global Industrials ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

10% more funds holding

Funds holding: 6774 (+7)

1% less capital invested

Capital invested by funds: $220M → $218M (-$1.14M)

3.1% less ownership

Funds ownership: 51.88%48.79% (-3.1%)

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
26
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMP
26
Wealth Management Partners
Arizona
$827K -$19.5K -162 -2%
SC
27
Scotia Capital
Ontario, Canada
$818K +$153K +1,268 +23%
PIMG
28
Patriot Investment Management Group
Tennessee
$766K +$241 +2 +0%
LPL Financial
29
LPL Financial
California
$731K +$62.8K +522 +9%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$705K
APP
31
Avantax Planning Partners
Iowa
$597K
MMA
32
Miracle Mile Advisors
California
$539K +$154K +1,283 +40%
EH
33
Equitable Holdings
New York
$528K
KWA
34
KCS Wealth Advisory
California
$437K +$15.5K +129 +4%
NFG
35
Next Financial Group
Texas
$424K -$8.43K -70 -2%
Osaic Holdings
36
Osaic Holdings
Arizona
$389K +$120 +1 +0%
CPC
37
Cookson Peirce & Co
Pennsylvania
$373K +$74.9K +622 +25%
RJA
38
Raymond James & Associates
Florida
$338K +$11.8K +98 +4%
PAMU
39
Pictet Asset Management (UK)
United Kingdom
$328K -$1.09M -9,050 -77%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$312K
CIBC World Market
41
CIBC World Market
Ontario, Canada
$310K +$313K +2,596 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$304K +$7.58K +63 +3%
Lido Advisors
43
Lido Advisors
California
$300K -$2.77K -23 -0.9%
FRA
44
Front Row Advisors
California
$244K
BEAM
45
Baker Ellis Asset Management
Washington
$227K
RJFSA
46
Raymond James Financial Services Advisors
Florida
$222K -$4.21K -35 -2%
AIC
47
Archer Investment Corporation
Indiana
$148K +$206K +1,715 +238%
FGAM
48
Financial Gravity Asset Management
Texas
$119K
Fidelity Investments
49
Fidelity Investments
Massachusetts
$96K +$39.2K +326 +68%
Vontobel Holding
50
Vontobel Holding
Switzerland
$90K +$90.3K +750 New

EXI Hedge Fund Activity: Q2 2021 in Review

74 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q2 2021, worth a combined $218M — down 0.52% from $220M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EXI positions and 7 closed out — a net gain of 7 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $7.72M. The largest seller was BlackRock, cutting an estimated $11.6M.

  • 74 institutional investors held iShares Global Industrials ETF (EXI) as of Q2 2021, up from 67 in Q1 2021.
  • Funds reported $218M of iShares Global Industrials ETF stock for Q2 2021, down 0.52% quarter-over-quarter.
  • 14 funds opened new iShares Global Industrials ETF positions in Q2 2021 and 7 closed out, a net change of +7 holders.
  • The largest iShares Global Industrials ETF buyer in Q2 2021 was Bank of America, an estimated $7.72M added.
  • The largest iShares Global Industrials ETF seller in Q2 2021 was BlackRock, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2021.