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iShares Global Industrials ETF
EXI

80 hedge funds and large institutions have $377M invested in iShares Global Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

15% more capital invested

Capital invested by funds: $328M → $377M (+$48.8M)

4% more funds holding

Funds holding: 77 → 80 (+3)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

12.22% less ownership

Funds ownership: 76.24% → 64.02% (-12%)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
22
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$30.9M
2
Morgan Stanley
Morgan Stanley
New York
+$6.03M
3
FAIM
Financial Advocates Investment Management
Washington
+$4.58M
4
BlackRock
BlackRock
New York
+$2.61M
5
PCH
PGIM Custom Harvest
New Jersey
+$2.25M

Top Sellers

1
CM
Churchill Management
California
-$15.2M
2
CIM
Cambria Investment Management
California
-$12.4M
3
Bank of America
Bank of America
North Carolina
-$4.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.77M
5
RBA
Richard Bernstein Advisors
New York
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$96.8K – – –
AP
52
Advisors Preferred
Maryland
$93.3K +$44.2K +379 +105%
NSG
53
Nalls Sherbakoff Group
Tennessee
$84.8K – – –
ASN
54
Advisory Services Network
Georgia
$66.9K +$61.3K +525 New
AssetMark Inc
55
AssetMark Inc
California
$53.5K – – –
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$53.4K – – –
First Manhattan
57
First Manhattan
New York
$47.9K +$43.9K +376 New
Fidelity Investments
58
Fidelity Investments
Massachusetts
$47.3K -$12.4K -106 -22%
IA
59
IFP Advisors
Florida
$38.7K -$2.92K -25 -8%
SWM
60
Spire Wealth Management
Virginia
$37.8K – – –
AWM
61
Angeles Wealth Management
California
$31.5K +$28.8K +247 New
OIA
62
Optimum Investment Advisors
Illinois
$27.7K – – –
CA
63
Clearstead Advisors
Ohio
$25.5K -$23.3K -200 -50%
Toronto Dominion Bank
64
Toronto Dominion Bank
Ontario, Canada
$24.2K -$2.22K -19 -9%
VWM
65
Venturi Wealth Management
Texas
$22.3K -$1.87K -16 -8%
AAP
66
Arax Advisory Partners
Colorado
$22.3K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$19K – – –
NS
68
NBC Securities
Alabama
$17K – – –
WIA
69
Wetzel Investment Advisors
Indiana
$13K +$11.7K +100 New
IPW
70
Impact Partnership Wealth
Georgia
$12.7K – – –
GRP
71
Global Retirement Partners
California
$12.5K – – –
TH
72
TCTC Holdings
Texas
$11K +$10K +86 New
CP
73
Castleview Partners
Texas
$9.3K – – –
BTI
74
Blue Trust Inc
Georgia
$9K +$8.99K +77 New
S
75
SignatureFD
Georgia
$3.61K – – –
1 2
3
4

EXI Hedge Fund Activity: Q4 2023 in Review

80 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2023, worth a combined $377M — up 15% from $328M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EXI positions and 10 closed out — a net gain of 4 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $30.9M. The largest seller was Churchill Management, exiting entirely with an estimated $15.2M sold.

  • 80 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2023, up from 77 in Q3 2023.
  • Funds reported $377M of iShares Global Industrials ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 14 funds opened new iShares Global Industrials ETF positions in Q4 2023 and 10 closed out, a net change of +4 holders.
  • The largest iShares Global Industrials ETF buyer in Q4 2023 was Fisher Asset Management, an estimated $30.9M added.
  • The largest iShares Global Industrials ETF seller in Q4 2023 was Churchill Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2023.