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iShares Global Industrials ETF
EXI

96 hedge funds and large institutions have $789M invested in iShares Global Industrials ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $728M → $789M (+$61M)

1.03% more ownership

Funds ownership: 82.41% → 83.44% (+1%)

5% less funds holding

Funds holding: 101 → 96 (-5)

18% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 33

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
27
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$57.6M
2
BlackRock
BlackRock
New York
+$25M
3
PCH
PGIM Custom Harvest
New Jersey
+$8.53M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$6.8M
5
GS
GTS Securities
New York
+$4.37M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$36M
2
Bank of America
Bank of America
North Carolina
-$9.53M
3
Osaic Holdings
Osaic Holdings
Arizona
-$4.43M
4
RBA
Richard Bernstein Advisors
New York
-$3.79M
5
ACP
Aveo Capital Partners
Colorado
-$3.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$43.6K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$42.6K +$3.53K +24 +9%
NA
78
NewEdge Advisors
Louisiana
$36.5K – – –
CICI
79
Capital Investment Counsel Inc
North Carolina
$35.9K – – –
CA
80
Clearstead Advisors
Ohio
$29.1K – – –
PS
81
Principal Securities
Iowa
$28.5K – – –
AAP
82
Arax Advisory Partners
Colorado
$25.4K – – –
NS
83
NBC Securities
Alabama
$24K +$24.9K +169 New
DWM
84
Dogwood Wealth Management
Kansas
$20.5K – – –
Russell Investments Group
85
Russell Investments Group
United Kingdom
$19.8K +$20K +136 New
SS
86
SBI Securities
Japan
$16K – – –
MFS
87
Mattson Financial Services
Michigan
$15.1K +$15.3K +104 New
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$12.9K -$12.8K -87 -47%
NFSG
89
Newbridge Financial Services Group
Florida
$12.5K – – –
TH
90
TCTC Holdings
Texas
$12.5K – – –
TCM
91
TruNorth Capital Management
Michigan
$10.6K – – –
SPIA
92
Steward Partners Investment Advisory
New York
$9.01K +$9.12K +62 New
AWM
93
AE Wealth Management
Kansas
$7.85K +$6.32K +43 +391%
S
94
SignatureFD
Georgia
$2.3K – – –
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$1.16K – – –
AC
96
AlphaCore Capital
California
$727 +$735 +5 New
ACP
97
Aveo Capital Partners
Colorado
– -$3.63M -25,710 Closed
Ameriprise
98
Ameriprise
Minnesota
– -$2.24M -15,885 Closed
CAG
99
Csenge Advisory Group
Florida
– -$927K -6,567 Closed
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
– -$676K -4,784 Closed
1 2 3
4
5

EXI Hedge Fund Activity: Q1 2025 in Review

96 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q1 2025, worth a combined $789M — up 8.4% from $728M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EXI and 10 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 27 added.

The largest buyer was Fisher Asset Management, adding an estimated $57.6M. The largest seller was AssetMark Inc, cutting an estimated $36M.

  • 96 institutional investors held iShares Global Industrials ETF (EXI) as of Q1 2025, down from 101 in Q4 2024.
  • Funds reported $789M of iShares Global Industrials ETF stock for Q1 2025, up 8.4% quarter-over-quarter.
  • 10 funds opened new iShares Global Industrials ETF positions in Q1 2025 and 14 closed out, a net change of -4 holders.
  • The largest iShares Global Industrials ETF buyer in Q1 2025 was Fisher Asset Management, an estimated $57.6M added.
  • The largest iShares Global Industrials ETF seller in Q1 2025 was AssetMark Inc, an estimated $36M sold.

Based on aggregated 13F filings for Q1 2025.