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iShares Global Industrials ETF
EXI

67 hedge funds and large institutions have $213M invested in iShares Global Industrials ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

19% more capital invested

Capital invested by funds: $178M → $213M (+$34.5M)

8.52% more ownership

Funds ownership: 43.89% → 52.41% (+8.5%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 67 → 67 (0)

Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
19
Reduced
15
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
+$21.3M
2
Jane Street
Jane Street
New York
+$6.48M
3
Prudential Financial
Prudential Financial
New Jersey
+$4.9M
4
Morgan Stanley
Morgan Stanley
New York
+$909K
5
LWM
Laidlaw Wealth Management
New York
+$740K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.46M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.14M
4
Barclays
Barclays
United Kingdom
-$1.11M
5
KPW
Kore Private Wealth
New York
-$936K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity International
26
Fidelity International
Bermuda
$673K +$28.9K +237 +5%
EH
27
Equitable Holdings
New York
$634K +$122 +1 +0%
MMA
28
Miracle Mile Advisors
California
$593K +$20.6K +169 +4%
APP
29
Avantax Planning Partners
Iowa
$506K – – –
KWA
30
KCS Wealth Advisory
California
$466K +$34.1K +280 +8%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$464K +$127K +1,045 +39%
Osaic Holdings
32
Osaic Holdings
Arizona
$442K +$39.7K +326 +10%
NFG
33
Next Financial Group
Texas
$418K -$28.2K -232 -6%
CPC
34
Cookson Peirce & Co
Pennsylvania
$367K -$21.2K -174 -6%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$323K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$278K -$21.1K -173 -7%
BCA
37
Bay Colony Advisors
Massachusetts
$277K +$273K +2,240 New
Lido Advisors
38
Lido Advisors
California
$276K -$18.4K -151 -6%
FRA
39
Front Row Advisors
California
$247K -$3.65K -30 -1%
Vontobel Holding
40
Vontobel Holding
Switzerland
$247K – – –
BEAM
41
Baker Ellis Asset Management
Washington
$235K – – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$217K -$65.3K -536 -23%
GIA
43
Gladstone Institutional Advisory
Florida
$207K +$204K +1,679 New
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$148K – – –
TWC
45
TD Waterhouse Canada
Ontario, Canada
$122K +$93.8K +770 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$99K – – –
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$70K +$69.2K +568 New
US Bancorp
48
US Bancorp
Minnesota
$63K +$62.1K +510 New
IA
49
IFP Advisors
Florida
$59K – – –
HWA
50
Heritage Wealth Advisors
Virginia
$52K – – –
1
2
3 4

EXI Hedge Fund Activity: Q4 2021 in Review

67 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2021, worth a combined $213M — up 19% from $178M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EXI positions and 13 closed out — a net gain of 1 holder — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Wharton Business Group, opening a new position worth an estimated $21.3M. The largest seller was Goldman Sachs, cutting an estimated $2M.

  • 67 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $213M of iShares Global Industrials ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 14 funds opened new iShares Global Industrials ETF positions in Q4 2021 and 13 closed out, a net change of +1 holder.
  • The largest iShares Global Industrials ETF buyer in Q4 2021 was Wharton Business Group, an estimated $21.3M added.
  • The largest iShares Global Industrials ETF seller in Q4 2021 was Goldman Sachs, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2021.