We are live on ! Find out more
EXI icon

iShares Global Industrials ETF
EXI

62 hedge funds and large institutions have $170M invested in iShares Global Industrials ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.44% less ownership

Funds ownership: 52.41% → 44.97% (-7.4%)

7% less funds holding

Funds holding: 67 → 62 (-5)

20% less capital invested

Capital invested by funds: $213M → $170M (-$42.8M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$493K
2
Vontobel Holding
Vontobel Holding
Switzerland
+$348K
3
LPL Financial
LPL Financial
California
+$291K
4
PAG
Private Advisor Group
New Jersey
+$237K
5
Cerity Partners
Cerity Partners
New York
+$212K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$11.7M
2
Jane Street
Jane Street
New York
-$8.37M
3
Morgan Stanley
Morgan Stanley
New York
-$3.74M
4
B
Bensler
Washington
-$2.61M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
51
Covington Capital Management
California
$32K – – –
OIA
52
Optimum Investment Advisors
Illinois
$25K – – –
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$21K – – –
AAP
54
Arax Advisory Partners
Colorado
$20K – – –
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$17K – – –
HNWAG
56
High Net Worth Advisory Group
Florida
$12K – – –
Creative Planning
57
Creative Planning
Kansas
$12K +$11.6K +100 New
JP Morgan Chase
58
JP Morgan Chase
New York
$11K +$10.8K +93 New
CP
59
Castleview Partners
Texas
$8K -$1.04M -8,941 -99%
HR
60
Howe & Rusling
New York
$6K – – –
MRC
61
Millburn Ridgefield Corp
New York
$3K -$2.56K -22 -46%
FGAM
62
Financial Gravity Asset Management
Texas
$629 -$813 -7 -6%
B
63
Bensler
Washington
– -$2.61M -21,156 Closed
Goldman Sachs
64
Goldman Sachs
New York
– -$1.4M -11,333 Closed
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
– -$278K -2,257 Closed
BCA
66
Bay Colony Advisors
Massachusetts
– -$277K -2,240 Closed
GIA
67
Gladstone Institutional Advisory
Florida
– -$207K -1,679 Closed
GWS
68
Glassman Wealth Services
Virginia
– -$16K -130 Closed
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
– -$2K -15 Closed
1 2
3

EXI Hedge Fund Activity: Q1 2022 in Review

62 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q1 2022, worth a combined $170M — down 20% from $213M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EXI and 5 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 14 added.

The largest buyer was BlackRock, adding an estimated $493K. The largest seller was Bank of America, cutting an estimated $11.7M.

  • 62 institutional investors held iShares Global Industrials ETF (EXI) as of Q1 2022, down from 67 in Q4 2021.
  • Funds reported $170M of iShares Global Industrials ETF stock for Q1 2022, down 20% quarter-over-quarter.
  • 5 funds opened new iShares Global Industrials ETF positions in Q1 2022 and 7 closed out, a net change of -2 holders.
  • The largest iShares Global Industrials ETF buyer in Q1 2022 was BlackRock, an estimated $493K added.
  • The largest iShares Global Industrials ETF seller in Q1 2022 was Bank of America, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2022.