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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
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$121K
Fidelity Investments
77
Fidelity Investments
Massachusetts
$120K -$443 -3 -0.4%
US Bancorp
78
US Bancorp
Minnesota
$119K +$12.6K +85 +11%
BTI
79
Blue Trust Inc
Georgia
$101K +$68.8K +466 +185%
HFS
80
Hopwood Financial Services
Virginia
$45.9K +$48K +325 New
SWM
81
Spire Wealth Management
Virginia
$42.4K
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$38K -$32.6K -221 -45%
NA
83
NewEdge Advisors
Louisiana
$35.4K +$9.89K +67 +36%
CICI
84
Capital Investment Counsel Inc
North Carolina
$34.9K +$36.5K +247 New
VWM
85
Venturi Wealth Management
Texas
$29.8K -$14.2K -96 -31%
PS
86
Principal Securities
Iowa
$28.5K +$29.8K +202 New
CA
87
Clearstead Advisors
Ohio
$28.2K -$712K -4,822 -96%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$26.6K +$12.8K +87 +87%
AAP
89
Arax Advisory Partners
Colorado
$24.7K
DWM
90
Dogwood Wealth Management
Kansas
$19.9K
SS
91
SBI Securities
Japan
$15.5K +$16.2K +110 New
TH
92
TCTC Holdings
Texas
$12.1K
NFSG
93
Newbridge Financial Services Group
Florida
$12.1K +$12.7K +86 New
SAM
94
Synergy Asset Management
Washington
$11.5K +$11.4K +77 New
TCM
95
TruNorth Capital Management
Michigan
$10.3K
CP
96
Castleview Partners
Texas
$10.3K
VHAM
97
Van Hulzen Asset Management
California
$9.04K +$9.45K +64 New
GRP
98
Global Retirement Partners
California
$2.4K +$2.51K +17 New
S
99
SignatureFD
Georgia
$2.23K
AWM
100
AE Wealth Management
Kansas
$1.56K +$1.62K +11 New

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.