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iShares Global Industrials ETF
EXI

58 hedge funds and large institutions have $135M invested in iShares Global Industrials ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $116M → $135M (+$18.6M)

5% more funds holding

Funds holding: 55 → 58 (+3)

3.05% less ownership

Funds ownership: 45.24% → 42.19% (-3.1%)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
+$12.7M
2
BlackRock
BlackRock
New York
+$4.81M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$4.21M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.56M
5
Cerity Partners
Cerity Partners
New York
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$9.88M
2
WBG
Wharton Business Group
Pennsylvania
-$8.29M
3
Jane Street
Jane Street
New York
-$7.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.02M
5
Prudential Financial
Prudential Financial
New Jersey
-$3.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
26
Miracle Mile Advisors
California
$624K -$83.6K -812 -12%
LWM
27
Laidlaw Wealth Management
New York
$609K +$589K +5,719 New
SB
28
Sunflower Bank
Texas
$595K -$226K -2,198 -28%
EH
29
Equitable Holdings
New York
$524K – – –
CIBC World Market
30
CIBC World Market
Ontario, Canada
$508K -$20.1K -195 -4%
APP
31
Avantax Planning Partners
Iowa
$437K – – –
WMP
32
Wealth Management Partners
Arizona
$393K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$387K -$3.3K -32 -0.9%
Mariner
34
Mariner
Kansas
$346K +$54.5K +529 +19%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$235K -$6.18K -60 -3%
GIA
36
Gladstone Institutional Advisory
Florida
$228K +$220K +2,139 New
FRA
37
Front Row Advisors
California
$212K – – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$192K – – –
GT
39
Glenmede Trust
Pennsylvania
$148K +$143K +1,390 New
US Bancorp
40
US Bancorp
Minnesota
$80.9K – – –
ASN
41
Advisory Services Network
Georgia
$55.9K +$54.1K +525 New
NA
42
NewEdge Advisors
Louisiana
$55.6K +$53.8K +522 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$53.1K -$5.77K -56 -10%
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$45.3K – – –
VCM
45
Vigilant Capital Management
Maine
$45K +$16.5K +160 +62%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$39.6K – – –
SWM
47
Spire Wealth Management
Virginia
$32K – – –
IA
48
IFP Advisors
Florida
$30K -$16.1K -156 -32%
OIA
49
Optimum Investment Advisors
Illinois
$23.1K – – –
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$22.5K -$12.4K -120 -37%
1
2
3

EXI Hedge Fund Activity: Q4 2022 in Review

58 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2022, worth a combined $135M — up 16% from $116M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EXI positions and 6 closed out — a net gain of 4 holders — while 12 added to existing stakes and 20 trimmed.

The largest buyer was Cambria Investment Management, opening a new position worth an estimated $12.7M. The largest seller was Bank of America, cutting an estimated $9.88M.

  • 58 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2022, up from 55 in Q3 2022.
  • Funds reported $135M of iShares Global Industrials ETF stock for Q4 2022, up 16% quarter-over-quarter.
  • 10 funds opened new iShares Global Industrials ETF positions in Q4 2022 and 6 closed out, a net change of +4 holders.
  • The largest iShares Global Industrials ETF buyer in Q4 2022 was Cambria Investment Management, an estimated $12.7M added.
  • The largest iShares Global Industrials ETF seller in Q4 2022 was Bank of America, an estimated $9.88M sold.

Based on aggregated 13F filings for Q4 2022.