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iShares Global Industrials ETF
EXI

62 hedge funds and large institutions have $170M invested in iShares Global Industrials ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.44% less ownership

Funds ownership: 52.41% → 44.97% (-7.4%)

7% less funds holding

Funds holding: 67 → 62 (-5)

20% less capital invested

Capital invested by funds: $213M → $170M (-$42.8M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$493K
2
Vontobel Holding
Vontobel Holding
Switzerland
+$348K
3
LPL Financial
LPL Financial
California
+$291K
4
PAG
Private Advisor Group
New Jersey
+$237K
5
Cerity Partners
Cerity Partners
New York
+$212K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$11.7M
2
Jane Street
Jane Street
New York
-$8.37M
3
Morgan Stanley
Morgan Stanley
New York
-$3.74M
4
B
Bensler
Washington
-$2.61M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
26
Miracle Mile Advisors
California
$677K +$120K +1,034 +22%
Vontobel Holding
27
Vontobel Holding
Switzerland
$580K +$348K +3,000 +150%
EH
28
Equitable Holdings
New York
$571K -$24.7K -213 -4%
APP
29
Avantax Planning Partners
Iowa
$476K – – –
CIBC World Market
30
CIBC World Market
Ontario, Canada
$450K +$14.5K +125 +3%
Osaic Holdings
31
Osaic Holdings
Arizona
$405K -$10.1K -87 -2%
CPC
32
Cookson Peirce & Co
Pennsylvania
$358K +$12.4K +107 +4%
KWA
33
KCS Wealth Advisory
California
$310K -$128K -1,106 -29%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$303K – – –
Lido Advisors
35
Lido Advisors
California
$259K – – –
PAG
36
Private Advisor Group
New Jersey
$237K +$237K +2,043 New
FRA
37
Front Row Advisors
California
$232K – – –
BEAM
38
Baker Ellis Asset Management
Washington
$221K – – –
Cerity Partners
39
Cerity Partners
New York
$212K +$212K +1,828 New
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$139K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$134K +$39.5K +340 +42%
TWC
42
TD Waterhouse Canada
Ontario, Canada
$111K – – –
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$87K -$119K -1,026 -58%
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$59K -$6.74K -58 -10%
US Bancorp
45
US Bancorp
Minnesota
$59K – – –
HWA
46
Heritage Wealth Advisors
Virginia
$49K – – –
IA
47
IFP Advisors
Florida
$44K – – –
ED
48
Exane Derivatives
France
$41.2K +$3.72K +32 +10%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$39K +$26.5K +228 +209%
SWM
50
Spire Wealth Management
Virginia
$35K – – –
1
2
3

EXI Hedge Fund Activity: Q1 2022 in Review

62 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q1 2022, worth a combined $170M — down 20% from $213M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EXI and 5 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 14 added.

The largest buyer was BlackRock, adding an estimated $493K. The largest seller was Bank of America, cutting an estimated $11.7M.

  • 62 institutional investors held iShares Global Industrials ETF (EXI) as of Q1 2022, down from 67 in Q4 2021.
  • Funds reported $170M of iShares Global Industrials ETF stock for Q1 2022, down 20% quarter-over-quarter.
  • 5 funds opened new iShares Global Industrials ETF positions in Q1 2022 and 7 closed out, a net change of -2 holders.
  • The largest iShares Global Industrials ETF buyer in Q1 2022 was BlackRock, an estimated $493K added.
  • The largest iShares Global Industrials ETF seller in Q1 2022 was Bank of America, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2022.