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iShares Global Industrials ETF
EXI

66 hedge funds and large institutions have $152M invested in iShares Global Industrials ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

116% more capital invested

Capital invested by funds: $70.3M → $152M (+$81.9M)

19.18% more ownership

Funds ownership: 36.66% → 55.84% (+19%)

12% more funds holding

Funds holding: 59 → 66 (+7)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
21
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$35.1M
2
ACI
AMP Capital Investors
Australia
+$13.5M
3
B
Barings
North Carolina
+$7.15M
4
CIM
Cambria Investment Management
California
+$5.46M
5
Jane Street
Jane Street
New York
+$3.77M

Top Sellers

Rank Fund Capital Flow
1
NR
Newfound Research
Massachusetts
-$586K
2
WI
WrapManager Inc
California
-$489K
3
Goldman Sachs
Goldman Sachs
New York
-$260K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$252K
5
Bank of America
Bank of America
North Carolina
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
51
Advisory Services Network
Georgia
$35K +$25.1K +264 +264%
CCM
52
Covington Capital Management
California
$27K – – –
OIA
53
Optimum Investment Advisors
Illinois
$21K +$95 +1 +0.5%
TCM
54
TD Capital Management
Tennessee
$18K +$95 +1 +0.5%
AAP
55
Arax Advisory Partners
Colorado
$17K – – –
BAMG
56
Brand Asset Management Group
Missouri
$17K – – –
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$16K – – –
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
RFA
59
Reilly Financial Advisors
California
$10K – – –
TPWA
60
TRUE Private Wealth Advisors
Oregon
$7K +$7.6K +80 New
BFEC
61
Benjamin F. Edwards & Company
Missouri
$6K – – –
CFA
62
Carroll Financial Associates
North Carolina
$6K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$6K – – –
HR
64
Howe & Rusling
New York
$5K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$5K – – –
DY
66
Dowling & Yahnke
California
$1K +$1.14K +12 New
Goldman Sachs
67
Goldman Sachs
New York
– -$260K -2,848 Closed
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
– -$252K -2,754 Closed
Barclays
69
Barclays
United Kingdom
– -$118K -1,290 Closed
FAAS
70
First Allied Advisory Services
California
– -$25K -284 Closed
1 2
3

EXI Hedge Fund Activity: Q4 2019 in Review

66 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2019, worth a combined $152M — up 116% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EXI positions and 4 closed out — a net gain of 7 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $35.1M. The largest seller was Newfound Research, cutting an estimated $586K.

  • 66 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2019, up from 59 in Q3 2019.
  • Funds reported $152M of iShares Global Industrials ETF stock for Q4 2019, up 116% quarter-over-quarter.
  • 11 funds opened new iShares Global Industrials ETF positions in Q4 2019 and 4 closed out, a net change of +7 holders.
  • The largest iShares Global Industrials ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $35.1M added.
  • The largest iShares Global Industrials ETF seller in Q4 2019 was Newfound Research, an estimated $586K sold.

Based on aggregated 13F filings for Q4 2019.