We are live on ! Find out more
EXI icon

iShares Global Industrials ETF
EXI

69 hedge funds and large institutions have $190M invested in iShares Global Industrials ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more capital invested

Capital invested by funds: $96.8M → $190M (+$93.1M)

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

35% more funds holding

Funds holding: 51 → 69 (+18)

8.05% more ownership

Funds ownership: 40.7% → 48.74% (+8%)

Holders
69
Holders Change
+18
Holders Change %
+35.29%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
18
Reduced
10
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
+$17.6M
2
BlackRock
BlackRock
New York
+$12.7M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$9.21M
4
MFS
Mirabella Financial Services
United Kingdom
+$6.16M
5
HH
Hernani Holdings
Wyoming
+$4.76M

Top Sellers

Rank Fund Capital Flow
1
ACI
AMP Capital Investors
Australia
-$587K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$522K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$252K
4
SC
Slow Capital
California
-$156K
5
BAAM
Baker Avenue Asset Management
California
-$85.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$49K – – –
HWA
52
Heritage Wealth Advisors
Virginia
$45K – – –
VFA
53
Valeo Financial Advisors
Indiana
$45K – – –
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$44K – – –
CCM
55
Covington Capital Management
California
$29K – – –
OIA
56
Optimum Investment Advisors
Illinois
$23K +$101 +1 +0.5%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$20K -$8.48K -84 -31%
AAP
58
Arax Advisory Partners
Colorado
$19K – – –
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$16K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$13K – – –
ASN
61
Advisory Services Network
Georgia
$11K – – –
RFA
62
Reilly Financial Advisors
California
$11K – – –
TPWA
63
TRUE Private Wealth Advisors
Oregon
$8K – – –
IAIM
64
International Assets Investment Management
Florida
$7K +$6.56K +65 New
CFA
65
Carroll Financial Associates
North Carolina
$6K – – –
HR
66
Howe & Rusling
New York
$6K – – –
MRC
67
Millburn Ridgefield Corp
New York
$4K +$808 +8 +26%
JP Morgan Chase
68
JP Morgan Chase
New York
$4K +$3.63K +36 New
FGAM
69
Financial Gravity Asset Management
Texas
$1K +$505 +5 New
1 2
3

EXI Hedge Fund Activity: Q4 2020 in Review

69 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2020, worth a combined $190M — up 96% from $96.8M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EXI positions and 0 closed out — a net gain of 20 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Wharton Business Group, opening a new position worth an estimated $17.6M. The largest seller was AMP Capital Investors, cutting an estimated $587K.

  • 69 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2020, up from 51 in Q3 2020.
  • Funds reported $190M of iShares Global Industrials ETF stock for Q4 2020, up 96% quarter-over-quarter.
  • 20 funds opened new iShares Global Industrials ETF positions in Q4 2020 and 0 closed out, a net change of +20 holders.
  • The largest iShares Global Industrials ETF buyer in Q4 2020 was Wharton Business Group, an estimated $17.6M added.
  • The largest iShares Global Industrials ETF seller in Q4 2020 was AMP Capital Investors, an estimated $587K sold.

Based on aggregated 13F filings for Q4 2020.