We are live on ! Find out more
EXI icon

iShares Global Industrials ETF

74 hedge funds and large institutions have $218M invested in iShares Global Industrials ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

10% more funds holding

Funds holding: 6774 (+7)

1% less capital invested

Capital invested by funds: $220M → $218M (-$1.14M)

3.1% less ownership

Funds ownership: 51.88%48.79% (-3.1%)

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
26
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$83K -$106K -880 -57%
JCM
52
Jacobi Capital Management
Pennsylvania
$66K +$602 +5 +0.9%
IA
53
IFP Advisors
Florida
$58K
HWA
54
Heritage Wealth Advisors
Virginia
$50.7K
Barclays
55
Barclays
United Kingdom
$43K +$43.6K +362 New
SWM
56
Spire Wealth Management
Virginia
$36K
ED
57
Exane Derivatives
France
$35.7K +$35.6K +296 New
CCM
58
Covington Capital Management
California
$33K
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$27K +$27.7K +230 New
OIA
60
Optimum Investment Advisors
Illinois
$26K +$241 +2 +0.9%
FCM
61
Firestone Capital Management
Florida
$25K +$25K +208 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$22K
AAP
63
Arax Advisory Partners
Colorado
$21K +$21.1K +175 New
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$18K
HI
65
Harbour Investments
Wisconsin
$12K
RFA
66
Reilly Financial Advisors
California
$12K
ASN
67
Advisory Services Network
Georgia
$12K +$12K +100 New
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$10K +$10.5K +87 New
MRC
69
Millburn Ridgefield Corp
New York
$9K +$1.81K +15 +26%
CP
70
Castleview Partners
Texas
$9K +$8.79K +73 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$8K +$120 +1 +1%
MA
72
MCF Advisors
Kentucky
$8K +$7.71K +64 New
CFA
73
Carroll Financial Associates
North Carolina
$7K
HR
74
Howe & Rusling
New York
$7K
ACI
75
AMP Capital Investors
Australia
-$6.95M -59,933 Closed

EXI Hedge Fund Activity: Q2 2021 in Review

74 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q2 2021, worth a combined $218M — down 0.52% from $220M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EXI positions and 7 closed out — a net gain of 7 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $7.72M. The largest seller was BlackRock, cutting an estimated $11.6M.

  • 74 institutional investors held iShares Global Industrials ETF (EXI) as of Q2 2021, up from 67 in Q1 2021.
  • Funds reported $218M of iShares Global Industrials ETF stock for Q2 2021, down 0.52% quarter-over-quarter.
  • 14 funds opened new iShares Global Industrials ETF positions in Q2 2021 and 7 closed out, a net change of +7 holders.
  • The largest iShares Global Industrials ETF buyer in Q2 2021 was Bank of America, an estimated $7.72M added.
  • The largest iShares Global Industrials ETF seller in Q2 2021 was BlackRock, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2021.