We are live on ! Find out more
EXI icon

iShares Global Industrials ETF

66 hedge funds and large institutions have $190M invested in iShares Global Industrials ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

34% more capital invested

Capital invested by funds: $141M → $190M (+$48.3M)

10% more funds holding

Funds holding: 6066 (+6)

9.67% more ownership

Funds ownership: 42.03%51.69% (+9.7%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
23
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
26
Total Clarity Wealth Management
Illinois
$877K +$839K +7,291 New
Toronto Dominion Bank
27
Toronto Dominion Bank
Ontario, Canada
$812K +$777K +6,756 New
BAAM
28
Baker Avenue Asset Management
California
$791K +$12.3K +107 +2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$782K +$748K +6,501 New
PIMG
30
Patriot Investment Management Group
Tennessee
$774K +$460 +4 +0.1%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$773K +$106K +923 +17%
LWM
32
Laidlaw Wealth Management
New York
$663K -$23.4K -203 -4%
SB
33
Sunflower Bank
Texas
$553K -$28.2K -245 -5%
Bessemer Group
34
Bessemer Group
New Jersey
$543K -$564K -4,905 -52%
OAM
35
Oppenheimer Asset Management
New York
$515K +$493K +4,282 New
APP
36
Avantax Planning Partners
Iowa
$506K +$12.2K +106 +3%
Osaic Holdings
37
Osaic Holdings
Arizona
$480K +$14K +122 +3%
EH
38
Equitable Holdings
New York
$411K
WMP
39
Wealth Management Partners
Arizona
$405K -$11.5K -100 -3%
Mariner
40
Mariner
Kansas
$327K +$115 +1 +0%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$307K +$25K +217 +9%
HF
42
HRT Financial
New York
$268K +$257K +2,230 New
FRA
43
Front Row Advisors
California
$240K
CI
44
CX Institutional
Indiana
$234K +$3.91K +34 +2%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$207K -$9.09K -79 -4%
GT
46
Glenmede Trust
Pennsylvania
$159K
JP Morgan Chase
47
JP Morgan Chase
New York
$123K +$73.4K +638 +167%
US Bancorp
48
US Bancorp
Minnesota
$91.4K
AssetMark Inc
49
AssetMark Inc
California
$74.4K +$71.2K +619 New
NSG
50
Nalls Sherbakoff Group
Tennessee
$74.4K

EXI Hedge Fund Activity: Q2 2023 in Review

66 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q2 2023, worth a combined $190M — up 34% from $141M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EXI positions and 5 closed out — a net gain of 7 holders — while 23 added to existing stakes and 14 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $16.4M. The largest seller was BlackRock, cutting an estimated $4M.

  • 66 institutional investors held iShares Global Industrials ETF (EXI) as of Q2 2023, up from 60 in Q1 2023.
  • Funds reported $190M of iShares Global Industrials ETF stock for Q2 2023, up 34% quarter-over-quarter.
  • 12 funds opened new iShares Global Industrials ETF positions in Q2 2023 and 5 closed out, a net change of +7 holders.
  • The largest iShares Global Industrials ETF buyer in Q2 2023 was Churchill Management, an estimated $16.4M added.
  • The largest iShares Global Industrials ETF seller in Q2 2023 was BlackRock, an estimated $4M sold.

Based on aggregated 13F filings for Q2 2023.