iShares Global Industrials ETF
38 hedge funds and large institutions have $120M invested in iShares Global Industrials ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 7 closing their positions.
22% more capital invested
Capital invested by funds: $98.7M → $120M (+$21.3M)
3.14% more ownership
Funds ownership: 41.45% → 44.6% (+3.1%)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
12% less funds holding
Funds holding: 43 → 38 (-5)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$8.73M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.25M |
| 3 |
Barclays
London,
United Kingdom
|
+$5.98M |
| 4 |
Goldman Sachs
New York
|
+$4.64M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$5.89M |
| 2 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
-$5.25M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.51M |
| 4 |
BlackRock
New York
|
-$3.05M |
| 5 |
Jane Street
New York
|
-$2.37M |
EXI Hedge Fund Activity: Q3 2013 in Review
38 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q3 2013, worth a combined $120M — up 22% from $98.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of EXI and 3 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 14 added.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $8.73M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $5.89M sold.
- 38 institutional investors held iShares Global Industrials ETF (EXI) as of Q3 2013, down from 43 in Q2 2013.
- Funds reported $120M of iShares Global Industrials ETF stock for Q3 2013, up 22% quarter-over-quarter.
- 3 funds opened new iShares Global Industrials ETF positions in Q3 2013 and 7 closed out, a net change of -4 holders.
- The largest iShares Global Industrials ETF buyer in Q3 2013 was Beaumont Financial Advisors, an estimated $8.73M added.
- The largest iShares Global Industrials ETF seller in Q3 2013 was JP Morgan Chase, an estimated $5.89M sold.
Based on aggregated 13F filings for Q3 2013.