iShares Global Industrials ETF
58 hedge funds and large institutions have $135M invested in iShares Global Industrials ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
16% more capital invested
Capital invested by funds: $116M → $135M (+$18.6M)
5% more funds holding
Funds holding: 55 → 58 (+3)
3.05% less ownership
Funds ownership: 45.24% → 42.19% (-3.1%)
40% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$12.7M |
| 2 |
BlackRock
New York
|
+$4.81M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$4.21M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.56M |
| 5 |
Cerity Partners
New York
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$9.88M |
| 2 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$8.29M |
| 3 |
Jane Street
New York
|
-$7.86M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.02M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$3.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
Clearstead Advisors
Cleveland,
Ohio
| $21.3K | +$20.6K | +200 | New |
|
52
Rockefeller Capital Management
New York
| $20K | -$206 | -2 | -1% |
|
|
AAP
53
Arax Advisory Partners
Denver,
Colorado
| $18.6K | – | – | – |
|
|
AWM
54
Avior Wealth Management
Omaha,
Nebraska
| $13.3K | – | – | – |
|
|
HNWAG
55
High Net Worth Advisory Group
Naples,
Florida
| $11K | – | – | – |
|
|
CP
56
Castleview Partners
Dallas,
Texas
| $7.77K | – | – | – |
|
|
HR
57
Howe & Rusling
Rochester,
New York
| $5.86K | – | – | – |
|
|
MRC
58
Millburn Ridgefield Corp
New York
| $4K | -$309 | -3 | -8% |
|
|
59
Prudential Financial
Newark,
New Jersey
| – | -$3.86M | -39,856 | Closed |
|
|
JMPWA
60
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$265K | -2,944 | Closed |
|
61
Northern Trust
Chicago,
Illinois
| – | -$202K | -2,250 | Closed |
|
62
First Manhattan
New York
| – | -$17K | -200 | Closed |
|
|
HGERS
63
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$17K | -196 | Closed |
|
|
FGAM
64
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$488 | -90 | Closed |
|
EXI Hedge Fund Activity: Q4 2022 in Review
58 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2022, worth a combined $135M — up 16% from $116M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EXI positions and 6 closed out — a net gain of 4 holders — while 12 added to existing stakes and 20 trimmed.
The largest buyer was Cambria Investment Management, opening a new position worth an estimated $12.7M. The largest seller was Bank of America, cutting an estimated $9.88M.
- 58 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2022, up from 55 in Q3 2022.
- Funds reported $135M of iShares Global Industrials ETF stock for Q4 2022, up 16% quarter-over-quarter.
- 10 funds opened new iShares Global Industrials ETF positions in Q4 2022 and 6 closed out, a net change of +4 holders.
- The largest iShares Global Industrials ETF buyer in Q4 2022 was Cambria Investment Management, an estimated $12.7M added.
- The largest iShares Global Industrials ETF seller in Q4 2022 was Bank of America, an estimated $9.88M sold.
Based on aggregated 13F filings for Q4 2022.