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iShares Global Industrials ETF
EXI

89 hedge funds and large institutions have $687M invested in iShares Global Industrials ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 15

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

56% more capital invested

Capital invested by funds: $441M → $687M (+$245M)

10% more funds holding

Funds holding: 81 → 89 (+8)

5.41% more ownership

Funds ownership: 77.79% → 83.2% (+5.4%)

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
39
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$99M
2
RBA
Richard Bernstein Advisors
New York
+$63.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$21.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.43M
5
BlackRock
BlackRock
New York
+$2.82M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$10.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.47M
3
GS
GTS Securities
New York
-$1.95M
4
CIM
Cambria Investment Management
California
-$1.73M
5
Morgan Stanley
Morgan Stanley
New York
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
26
Atria Investments
North Carolina
$1M +$630K +4,492 +200%
JP Morgan Chase
27
JP Morgan Chase
New York
$976K +$218K +1,557 +31%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$966K +$9.25K +66 +1%
Cerity Partners
29
Cerity Partners
New York
$881K -$66K -471 -7%
PIMG
30
Patriot Investment Management Group
Tennessee
$866K -$32.9K -235 -4%
Stifel Financial
31
Stifel Financial
Missouri
$794K +$486K +3,466 +185%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$762K +$396K +2,826 +123%
CA
33
Clearstead Advisors
Ohio
$747K +$676K +4,822 +2,411%
Comerica Bank
34
Comerica Bank
Texas
$717K +$89.9K +641 +15%
SPC
35
Sigma Planning Corp
Michigan
$709K +$981 +7 +0.1%
SB
36
Sunflower Bank
Texas
$684K – – –
LWM
37
Laidlaw Wealth Management
New York
$661K – – –
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$628K -$21.2K -151 -3%
APP
39
Avantax Planning Partners
Iowa
$626K – – –
EH
40
Equitable Holdings
New York
$563K +$22.7K +162 +4%
Citadel Advisors
41
Citadel Advisors
Florida
$534K +$503K +3,588 New
GIA
42
Gladstone Institutional Advisory
Florida
$515K +$160K +1,141 +49%
Osaic Holdings
43
Osaic Holdings
Arizona
$490K -$8.27K -59 -2%
MML Investors Services
44
MML Investors Services
Massachusetts
$466K +$439K +3,132 New
HighTower Advisors
45
HighTower Advisors
Illinois
$461K +$64.3K +459 +17%
RJA
46
Raymond James & Associates
Florida
$459K +$111K +793 +35%
ICP
47
Interchange Capital Partners
Pennsylvania
$452K +$426K +3,038 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$439K -$42.2K -301 -9%
AFP
49
Alpha Financial Partners
Kentucky
$438K +$413K +2,944 New
EFG
50
Ehrlich Financial Group
California
$438K +$413K +2,944 New
1
2
3 4

EXI Hedge Fund Activity: Q3 2024 in Review

89 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q3 2024, worth a combined $687M — up 56% from $441M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EXI positions and 7 closed out — a net gain of 8 holders — while 39 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $99M. The largest seller was Jane Street, cutting an estimated $10.4M.

  • 89 institutional investors held iShares Global Industrials ETF (EXI) as of Q3 2024, up from 81 in Q2 2024.
  • Funds reported $687M of iShares Global Industrials ETF stock for Q3 2024, up 56% quarter-over-quarter.
  • 15 funds opened new iShares Global Industrials ETF positions in Q3 2024 and 7 closed out, a net change of +8 holders.
  • The largest iShares Global Industrials ETF buyer in Q3 2024 was Bank of America, an estimated $99M added.
  • The largest iShares Global Industrials ETF seller in Q3 2024 was Jane Street, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2024.