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iShares Global Industrials ETF

101 hedge funds and large institutions have $728M invested in iShares Global Industrials ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

13% more funds holding

Funds holding: 89101 (+12)

6% more capital invested

Capital invested by funds: $687M → $728M (+$40.7M)

0.79% less ownership

Funds ownership: 83.2%82.41% (-0.79%)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
101
Holders Change
+12
Holders Change %
+13.48%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
29
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
51
GTS Securities
New York
$432K +$452K +3,061 New
AP
52
Advisors Preferred
Maryland
$417K +$437K +2,963 New
EFG
53
Ehrlich Financial Group
California
$417K +$1.03K +7 +0.2%
ICP
54
Interchange Capital Partners
Pennsylvania
$402K -$28.8K -195 -6%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$397K -$20.4K -138 -5%
Mariner
56
Mariner
Kansas
$391K +$13.7K +93 +3%
PCA
57
Purkiss Capital Advisors
Connecticut
$385K +$403K +2,728 New
MML Investors Services
58
MML Investors Services
Massachusetts
$364K -$81.8K -554 -18%
Bessemer Group
59
Bessemer Group
New Jersey
$360K
Citadel Advisors
60
Citadel Advisors
Florida
$355K -$158K -1,072 -30%
SB
61
Sunflower Bank
Texas
$335K -$329K -2,225 -48%
AC
62
ASB Consultores
Florida
$334K
HIM
63
Hanlon Investment Management
New Jersey
$301K +$314K +2,128 New
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$300K -$43.7K -296 -12%
BCM
65
Beaumont Capital Management
Massachusetts
$290K +$303K +2,054 New
AWS
66
Atria Wealth Solutions
New York
$285K +$298K +2,016 New
WMP
67
Wealth Management Partners
Arizona
$280K
PL
68
Plancorp LLC
Missouri
$249K
PP
69
Patron Partners
Texas
$227K -$1.48K -10 -0.6%
FRA
70
Front Row Advisors
California
$223K +$1.48K +10 +0.6%
ISFAN
71
Investor's Fiduciary Advisor Network
Washington
$218K +$228K +1,546 New
APA
72
Astoria Portfolio Advisors
New York
$205K -$74.7K -506 -26%
GT
73
Glenmede Trust
Pennsylvania
$196K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$167K +$175K +1,185 New
Jones Financial Companies
75
Jones Financial Companies
Missouri
$144K +$68.1K +461 +83%

EXI Hedge Fund Activity: Q4 2024 in Review

101 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2024, worth a combined $728M — up 5.9% from $687M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EXI positions and 9 closed out — a net gain of 14 holders — while 29 added to existing stakes and 32 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $36.1M. The largest seller was Bank of America, cutting an estimated $4.2M.

  • 101 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2024, up from 89 in Q3 2024.
  • Funds reported $728M of iShares Global Industrials ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
  • 23 funds opened new iShares Global Industrials ETF positions in Q4 2024 and 9 closed out, a net change of +14 holders.
  • The largest iShares Global Industrials ETF buyer in Q4 2024 was AssetMark Inc, an estimated $36.1M added.
  • The largest iShares Global Industrials ETF seller in Q4 2024 was Bank of America, an estimated $4.2M sold.

Based on aggregated 13F filings for Q4 2024.