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iShares Global Industrials ETF

82 hedge funds and large institutions have $435M invested in iShares Global Industrials ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

15% more capital invested

Capital invested by funds: $377M → $435M (+$58.3M)

12.85% more ownership

Funds ownership: 64.02%76.87% (+13%)

3% more funds holding

Funds holding: 8082 (+2)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
21
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$240K +$226K +1,719 New
KAS
52
Kestra Advisory Services
Texas
$204K +$191K +1,458 New
GT
53
Glenmede Trust
Pennsylvania
$194K
JP Morgan Chase
54
JP Morgan Chase
New York
$152K -$376K -2,868 -73%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$120K
US Bancorp
56
US Bancorp
Minnesota
$116K +$9.58K +73 +10%
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$76.4K +$15.7K +120 +28%
AssetMark Inc
58
AssetMark Inc
California
$58.7K
Fidelity Investments
59
Fidelity Investments
Massachusetts
$54.8K +$2.75K +21 +6%
First Manhattan
60
First Manhattan
New York
$52.5K
SWM
61
Spire Wealth Management
Virginia
$41.9K
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$38.5K +$36.1K +275 New
AWM
63
Angeles Wealth Management
California
$34.5K
OIA
64
Optimum Investment Advisors
Illinois
$30.3K
CA
65
Clearstead Advisors
Ohio
$28K
VWM
66
Venturi Wealth Management
Texas
$24.4K
AAP
67
Arax Advisory Partners
Colorado
$24.4K
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$22.1K +$1.18K +9 +6%
NS
69
NBC Securities
Alabama
$18K
GJWM
70
Gilliland Jeter Wealth Management
Arkansas
$17.3K +$16.3K +124 New
Jones Financial Companies
71
Jones Financial Companies
Missouri
$16.4K +$15.4K +117 New
BTI
72
Blue Trust Inc
Georgia
$14.9K +$3.94K +30 +39%
GRP
73
Global Retirement Partners
California
$14K
IPW
74
Impact Partnership Wealth
Georgia
$14K
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$13.9K +$13.1K +100 New

EXI Hedge Fund Activity: Q1 2024 in Review

82 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q1 2024, worth a combined $435M — up 15% from $377M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EXI positions and 11 closed out — a net gain of 3 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $27.7M. The largest seller was Jane Street, exiting entirely with an estimated $6.98M sold.

  • 82 institutional investors held iShares Global Industrials ETF (EXI) as of Q1 2024, up from 80 in Q4 2023.
  • Funds reported $435M of iShares Global Industrials ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 14 funds opened new iShares Global Industrials ETF positions in Q1 2024 and 11 closed out, a net change of +3 holders.
  • The largest iShares Global Industrials ETF buyer in Q1 2024 was Fisher Asset Management, an estimated $27.7M added.
  • The largest iShares Global Industrials ETF seller in Q1 2024 was Jane Street, an estimated $6.98M sold.

Based on aggregated 13F filings for Q1 2024.