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iShares Global Industrials ETF
EXI

80 hedge funds and large institutions have $377M invested in iShares Global Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

15% more capital invested

Capital invested by funds: $328M → $377M (+$48.8M)

4% more funds holding

Funds holding: 77 → 80 (+3)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

12.22% less ownership

Funds ownership: 76.24% → 64.02% (-12%)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
22
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$30.9M
2
Morgan Stanley
Morgan Stanley
New York
+$6.03M
3
FAIM
Financial Advocates Investment Management
Washington
+$4.58M
4
BlackRock
BlackRock
New York
+$2.61M
5
PCH
PGIM Custom Harvest
New Jersey
+$2.25M

Top Sellers

1
CM
Churchill Management
California
-$15.2M
2
CIM
Cambria Investment Management
California
-$12.4M
3
Bank of America
Bank of America
North Carolina
-$4.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.77M
5
RBA
Richard Bernstein Advisors
New York
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
26
Bessemer Group
New Jersey
$784K +$236K +2,024 +49%
LWM
27
Laidlaw Wealth Management
New York
$690K -$11.8K -101 -2%
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$590K -$133K -1,141 -20%
SB
29
Sunflower Bank
Texas
$586K – – –
Comerica Bank
30
Comerica Bank
Texas
$544K +$338K +2,898 +211%
Osaic Holdings
31
Osaic Holdings
Arizona
$537K +$11.3K +97 +2%
APP
32
Avantax Planning Partners
Iowa
$536K – – –
Vontobel Holding
33
Vontobel Holding
Switzerland
$510K -$117K -1,000 -20%
JP Morgan Chase
34
JP Morgan Chase
New York
$504K +$342K +2,933 +287%
AWS
35
Atria Wealth Solutions
New York
$493K +$124K +1,060 +38%
EH
36
Equitable Holdings
New York
$461K -$6.77K -58 -2%
TCA
37
Transcend Capital Advisors
New Jersey
$452K -$51.1K -438 -11%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$419K -$775K -6,640 -67%
Mariner
39
Mariner
Kansas
$385K – – –
HighTower Advisors
40
HighTower Advisors
Illinois
$341K +$310K +2,658 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$328K +$5.84K +50 +2%
WMP
42
Wealth Management Partners
Arizona
$323K -$62.3K -534 -17%
APA
43
Astoria Portfolio Advisors
New York
$270K +$245K +2,095 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$266K -$19K -163 -7%
Stifel Financial
45
Stifel Financial
Missouri
$260K -$467 -4 -0.2%
RJA
46
Raymond James & Associates
Florida
$245K +$224K +1,923 New
FRA
47
Front Row Advisors
California
$234K -$18.7K -160 -8%
PL
48
Plancorp LLC
Missouri
$224K +$205K +1,760 New
GT
49
Glenmede Trust
Pennsylvania
$177K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$110K -$101K -862 -50%
1
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EXI Hedge Fund Activity: Q4 2023 in Review

80 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2023, worth a combined $377M — up 15% from $328M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EXI positions and 10 closed out — a net gain of 4 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $30.9M. The largest seller was Churchill Management, exiting entirely with an estimated $15.2M sold.

  • 80 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2023, up from 77 in Q3 2023.
  • Funds reported $377M of iShares Global Industrials ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 14 funds opened new iShares Global Industrials ETF positions in Q4 2023 and 10 closed out, a net change of +4 holders.
  • The largest iShares Global Industrials ETF buyer in Q4 2023 was Fisher Asset Management, an estimated $30.9M added.
  • The largest iShares Global Industrials ETF seller in Q4 2023 was Churchill Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2023.