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iShares Global Industrials ETF

66 hedge funds and large institutions have $190M invested in iShares Global Industrials ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

34% more capital invested

Capital invested by funds: $141M → $190M (+$48.3M)

10% more funds holding

Funds holding: 6066 (+6)

9.67% more ownership

Funds ownership: 42.03%51.69% (+9.7%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
23
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
51
Vigilant Capital Management
Maine
$71K -$2.3K -20 -3%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$64.4K +$11.8K +103 +24%
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$51K
IA
54
IFP Advisors
Florida
$39.5K
SWM
55
Spire Wealth Management
Virginia
$36.1K
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$30.7K +$5.75K +50 +24%
OIA
57
Optimum Investment Advisors
Illinois
$26.1K
CA
58
Clearstead Advisors
Ohio
$24.1K
AAP
59
Arax Advisory Partners
Colorado
$21K
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$17.9K -$25.7K -223 -60%
ANBT
61
American National Bank & Trust
Texas
$17.9K
AWM
62
Avior Wealth Management
Nebraska
$15K
KTC
63
Kistler-Tiffany Companies
Pennsylvania
$13.1K +$12.5K +109 New
CP
64
Castleview Partners
Texas
$8.78K
SSB
65
Sandy Spring Bank
Maryland
$4.93K +$4.72K +41 New
AF
66
Advisornet Financial
Minnesota
$1.92K +$1.84K +16 New
T
67
TCWP
Ohio
-$1.11M -9,719 Closed
ASN
68
Advisory Services Network
Georgia
-$59.9K -525 Closed
FGAM
69
Financial Gravity Asset Management
Texas
-$619 -114 Closed
MRC
70
Millburn Ridgefield Corp
New York
-$4.79K -42 Closed
GRP
71
Global Retirement Partners
California
-$912 -8 Closed

EXI Hedge Fund Activity: Q2 2023 in Review

66 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q2 2023, worth a combined $190M — up 34% from $141M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EXI positions and 5 closed out — a net gain of 7 holders — while 23 added to existing stakes and 14 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $16.4M. The largest seller was BlackRock, cutting an estimated $4M.

  • 66 institutional investors held iShares Global Industrials ETF (EXI) as of Q2 2023, up from 60 in Q1 2023.
  • Funds reported $190M of iShares Global Industrials ETF stock for Q2 2023, up 34% quarter-over-quarter.
  • 12 funds opened new iShares Global Industrials ETF positions in Q2 2023 and 5 closed out, a net change of +7 holders.
  • The largest iShares Global Industrials ETF buyer in Q2 2023 was Churchill Management, an estimated $16.4M added.
  • The largest iShares Global Industrials ETF seller in Q2 2023 was BlackRock, an estimated $4M sold.

Based on aggregated 13F filings for Q2 2023.