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iShares Global Industrials ETF
EXI

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: 80 → 82 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$27.7M
2
CIM
Cambria Investment Management
California
+$10.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.59M
4
BlackRock
BlackRock
New York
+$2.37M
5
QCM
Quantinno Capital Management
New York
+$791K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.98M
2
Morgan Stanley
Morgan Stanley
New York
-$6.97M
3
Bank of America
Bank of America
North Carolina
-$4.79M
4
FAIM
Financial Advocates Investment Management
Washington
-$4.01M
5
PCH
PGIM Custom Harvest
New Jersey
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
76
Wetzel Investment Advisors
Indiana
$13.4K – – –
TH
77
TCTC Holdings
Texas
$12K – – –
CP
78
Castleview Partners
Texas
$10.2K – – –
TCM
79
TruNorth Capital Management
Michigan
$10.2K +$9.58K +73 New
SWS
80
SYSTM Wealth Solutions
Illinois
$1.27K -$2.1K -16 -64%
S
81
SignatureFD
Georgia
$743 -$3.02K -23 -82%
MFC
82
Morris Financial Concepts
South Carolina
$559 +$525 +4 New
Jane Street
83
Jane Street
New York
– -$6.98M -54,743 Closed
FAIM
84
Financial Advocates Investment Management
Washington
– -$4.01M -53,418 Closed
WSTAM
85
Wilbanks Smith & Thomas Asset Management
Virginia
– -$868K -6,808 Closed
Vontobel Holding
86
Vontobel Holding
Switzerland
– -$510K -4,000 Closed
ASN
87
Advisory Services Network
Georgia
– -$66.9K -525 Closed
IA
88
IFP Advisors
Florida
– -$38.7K -304 Closed
Toronto Dominion Bank
89
Toronto Dominion Bank
Ontario, Canada
– -$24.2K -190 Closed
AF
90
Advisornet Financial
Minnesota
– -$2.04K -16 Closed
Citigroup
91
Citigroup
New York
– -$1.91K -15 Closed
FGAM
92
Financial Gravity Asset Management
Texas
– -$1.28K -10 Closed
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
– -$127 -1 Closed
1 2 3
4

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.