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iShares Global Industrials ETF
EXI

82 hedge funds and large institutions have $435M invested in iShares Global Industrials ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

15% more capital invested

Capital invested by funds: $377M → $435M (+$58.3M)

12.85% more ownership

Funds ownership: 64.02% → 76.87% (+13%)

3% more funds holding

Funds holding: 80 → 82 (+2)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$27.7M
2
CIM
Cambria Investment Management
California
+$10.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.59M
4
BlackRock
BlackRock
New York
+$2.37M
5
QCM
Quantinno Capital Management
New York
+$791K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.98M
2
Morgan Stanley
Morgan Stanley
New York
-$6.97M
3
Bank of America
Bank of America
North Carolina
-$4.79M
4
FAIM
Financial Advocates Investment Management
Washington
-$4.01M
5
PCH
PGIM Custom Harvest
New Jersey
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
26
Laidlaw Wealth Management
New York
$756K – – –
SB
27
Sunflower Bank
Texas
$643K – – –
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$641K -$4.72K -36 -0.8%
SPC
29
Sigma Planning Corp
Michigan
$610K +$573K +4,366 New
APP
30
Avantax Planning Partners
Iowa
$588K – – –
Comerica Bank
31
Comerica Bank
Texas
$585K -$10.5K -80 -2%
Bessemer Group
32
Bessemer Group
New Jersey
$577K -$266K -2,024 -33%
BCM
33
Barometer Capital Management
Ontario, Canada
$566K +$551K +4,200 New
EH
34
Equitable Holdings
New York
$506K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$483K -$99.8K -761 -18%
TCA
36
Transcend Capital Advisors
New Jersey
$476K -$18.4K -140 -4%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$463K +$4.2K +32 +1%
AP
38
Advisors Preferred
Maryland
$451K +$330K +2,512 +339%
GIA
39
Gladstone Institutional Advisory
Florida
$450K -$779K -5,934 -65%
Mariner
40
Mariner
Kansas
$422K – – –
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$388K +$26.9K +205 +8%
HighTower Advisors
42
HighTower Advisors
Illinois
$383K +$11.7K +89 +3%
WMP
43
Wealth Management Partners
Arizona
$338K -$15.1K -115 -5%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$319K +$300K +2,286 New
APA
45
Astoria Portfolio Advisors
New York
$310K +$26.2K +200 +10%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$310K +$17.7K +135 +6%
RJA
47
Raymond James & Associates
Florida
$287K +$17.3K +132 +7%
FRA
48
Front Row Advisors
California
$279K +$21K +160 +9%
Stifel Financial
49
Stifel Financial
Missouri
$264K -$19K -145 -7%
PL
50
Plancorp LLC
Missouri
$246K – – –
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EXI Hedge Fund Activity: Q1 2024 in Review

82 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q1 2024, worth a combined $435M — up 15% from $377M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EXI positions and 11 closed out — a net gain of 3 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $27.7M. The largest seller was Jane Street, exiting entirely with an estimated $6.98M sold.

  • 82 institutional investors held iShares Global Industrials ETF (EXI) as of Q1 2024, up from 80 in Q4 2023.
  • Funds reported $435M of iShares Global Industrials ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 14 funds opened new iShares Global Industrials ETF positions in Q1 2024 and 11 closed out, a net change of +3 holders.
  • The largest iShares Global Industrials ETF buyer in Q1 2024 was Fisher Asset Management, an estimated $27.7M added.
  • The largest iShares Global Industrials ETF seller in Q1 2024 was Jane Street, an estimated $6.98M sold.

Based on aggregated 13F filings for Q1 2024.