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iShares Global Industrials ETF

101 hedge funds and large institutions have $728M invested in iShares Global Industrials ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

13% more funds holding

Funds holding: 89101 (+12)

6% more capital invested

Capital invested by funds: $687M → $728M (+$40.7M)

0.79% less ownership

Funds ownership: 83.2%82.41% (-0.79%)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
101
Holders Change
+12
Holders Change %
+13.48%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
29
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
26
NTV Asset Management
West Virginia
$1.29M -$44.3K -300 -3%
CAM
27
Cresset Asset Management
Illinois
$1.19M -$725K -4,912 -37%
JP Morgan Chase
28
JP Morgan Chase
New York
$1.18M +$265K +1,796 +27%
AI
29
Atria Investments
North Carolina
$1.09M +$142K +960 +14%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$982K -$306K -2,072 -23%
BAAM
31
Baker Avenue Asset Management
California
$979K +$19.5K +132 +2%
CIBC World Market
32
CIBC World Market
Ontario, Canada
$935K +$19.3K +131 +2%
CAG
33
Csenge Advisory Group
Florida
$927K +$970K +6,567 New
Cerity Partners
34
Cerity Partners
New York
$805K -$32.9K -223 -4%
PIMG
35
Patriot Investment Management Group
Tennessee
$797K -$26.3K -178 -3%
Stifel Financial
36
Stifel Financial
Missouri
$738K -$16.5K -112 -2%
TCWM
37
Total Clarity Wealth Management
Illinois
$716K -$536K -3,633 -42%
GIA
38
Gladstone Institutional Advisory
Florida
$712K +$234K +1,582 +46%
HighTower Advisors
39
HighTower Advisors
Illinois
$709K +$281K +1,903 +61%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$676K +$409K +2,771 +138%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$670K -$55.4K -375 -7%
Comerica Bank
42
Comerica Bank
Texas
$657K -$25.1K -170 -4%
USCWA
43
U.S. Capital Wealth Advisors
Texas
$633K +$662K +4,483 New
LWM
44
Laidlaw Wealth Management
New York
$628K
APP
45
Avantax Planning Partners
Iowa
$594K
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$578K -$18.5K -125 -3%
SPC
47
Sigma Planning Corp
Michigan
$564K -$114K -775 -16%
Raymond James Financial
48
Raymond James Financial
Florida
$534K +$558K +3,780 New
EH
49
Equitable Holdings
New York
$511K -$25K -169 -4%
PAS
50
PKS Advisory Services
New York
$471K +$492K +3,333 New

EXI Hedge Fund Activity: Q4 2024 in Review

101 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2024, worth a combined $728M — up 5.9% from $687M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EXI positions and 9 closed out — a net gain of 14 holders — while 29 added to existing stakes and 32 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $36.1M. The largest seller was Bank of America, cutting an estimated $4.2M.

  • 101 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2024, up from 89 in Q3 2024.
  • Funds reported $728M of iShares Global Industrials ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
  • 23 funds opened new iShares Global Industrials ETF positions in Q4 2024 and 9 closed out, a net change of +14 holders.
  • The largest iShares Global Industrials ETF buyer in Q4 2024 was AssetMark Inc, an estimated $36.1M added.
  • The largest iShares Global Industrials ETF seller in Q4 2024 was Bank of America, an estimated $4.2M sold.

Based on aggregated 13F filings for Q4 2024.