iShares Global Industrials ETF
41 hedge funds and large institutions have $136M invested in iShares Global Industrials ETF in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
8% more funds holding
Funds holding: 38 → 41 (+3)
3.6% more ownership
Funds ownership: 38.29% → 41.89% (+3.6%)
2% more capital invested
Capital invested by funds: $133M → $136M (+$2.16M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$11.4M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$3.9M |
| 3 |
BlackRock
New York
|
+$1.88M |
| 4 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$1.36M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$809K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$12.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.2M |
| 3 |
Lazard Asset Management
New York
|
-$2.77M |
| 4 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$1.54M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.08M |
EXI Hedge Fund Activity: Q2 2014 in Review
41 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q2 2014, worth a combined $136M — up 1.6% from $133M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EXI positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was SG Americas Securities, adding an estimated $11.4M. The largest seller was Polaris Wealth Advisory Group, exiting entirely with an estimated $12.7M sold.
- 41 institutional investors held iShares Global Industrials ETF (EXI) as of Q2 2014, up from 38 in Q1 2014.
- Funds reported $136M of iShares Global Industrials ETF stock for Q2 2014, up 1.6% quarter-over-quarter.
- 8 funds opened new iShares Global Industrials ETF positions in Q2 2014 and 5 closed out, a net change of +3 holders.
- The largest iShares Global Industrials ETF buyer in Q2 2014 was SG Americas Securities, an estimated $11.4M added.
- The largest iShares Global Industrials ETF seller in Q2 2014 was Polaris Wealth Advisory Group, an estimated $12.7M sold.
Based on aggregated 13F filings for Q2 2014.