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iShares Global Industrials ETF
EXI

67 hedge funds and large institutions have $213M invested in iShares Global Industrials ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

19% more capital invested

Capital invested by funds: $178M → $213M (+$34.5M)

8.52% more ownership

Funds ownership: 43.89% → 52.41% (+8.5%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 67 → 67 (0)

Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
19
Reduced
15
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
+$21.3M
2
Jane Street
Jane Street
New York
+$6.48M
3
Prudential Financial
Prudential Financial
New Jersey
+$4.9M
4
Morgan Stanley
Morgan Stanley
New York
+$909K
5
LWM
Laidlaw Wealth Management
New York
+$740K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.46M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.14M
4
Barclays
Barclays
United Kingdom
-$1.11M
5
KPW
Kore Private Wealth
New York
-$936K
Name Holding Trade Value Shares
Change 		Change in
Stake
ED
51
Exane Derivatives
France
$39.9K +$3.29K +27 +9%
SWM
52
Spire Wealth Management
Virginia
$37K – – –
CCM
53
Covington Capital Management
California
$34K – – –
OIA
54
Optimum Investment Advisors
Illinois
$27K – – –
AAP
55
Arax Advisory Partners
Colorado
$22K – – –
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$22K – – –
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$19K – – –
GWS
58
Glassman Wealth Services
Virginia
$16K +$15.8K +130 New
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$13K +$3.41K +28 +35%
HNWAG
60
High Net Worth Advisory Group
Florida
$13K +$12.5K +103 New
RFA
61
Reilly Financial Advisors
California
$12K – – –
CFA
62
Carroll Financial Associates
North Carolina
$7K – – –
HR
63
Howe & Rusling
New York
$7K – – –
MRC
64
Millburn Ridgefield Corp
New York
$6K -$1.22K -10 -17%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.83K +15 New
FGAM
66
Financial Gravity Asset Management
Texas
$670 +$14.4K +118 +2,360%
CP
67
Castleview Partners
Texas
$73 +$1.1M +9,014 New
JP Morgan Chase
68
JP Morgan Chase
New York
– -$1.14M -9,721 Closed
Barclays
69
Barclays
United Kingdom
– -$1.11M -9,492 Closed
KPW
70
Kore Private Wealth
New York
– -$936K -7,963 Closed
Mirae Asset Global Investments
71
Mirae Asset Global Investments
South Korea
– -$693K -5,900 Closed
SC
72
Scotia Capital
Ontario, Canada
– -$237K -2,020 Closed
RJFSA
73
Raymond James Financial Services Advisors
Florida
– -$218K -1,856 Closed
JCM
74
Jacobi Capital Management
Pennsylvania
– -$64K -549 Closed
FCM
75
Firestone Capital Management
Florida
– -$25K -208 Closed
1 2
3
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EXI Hedge Fund Activity: Q4 2021 in Review

67 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2021, worth a combined $213M — up 19% from $178M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EXI positions and 13 closed out — a net gain of 1 holder — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Wharton Business Group, opening a new position worth an estimated $21.3M. The largest seller was Goldman Sachs, cutting an estimated $2M.

  • 67 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $213M of iShares Global Industrials ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 14 funds opened new iShares Global Industrials ETF positions in Q4 2021 and 13 closed out, a net change of +1 holder.
  • The largest iShares Global Industrials ETF buyer in Q4 2021 was Wharton Business Group, an estimated $21.3M added.
  • The largest iShares Global Industrials ETF seller in Q4 2021 was Goldman Sachs, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2021.