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iShares Global Industrials ETF

41 hedge funds and large institutions have $68.2M invested in iShares Global Industrials ETF in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.04% more ownership

Funds ownership: 36.72%38.77% (+2%)

11% less funds holding

Funds holding: 4641 (-5)

26% less capital invested

Capital invested by funds: $92.8M → $68.2M (-$24.6M)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$17.7M -$2.45M -35,988 -12%
Barclays
2
Barclays
United Kingdom
$10.3M -$1.84M -27,000 -14%
Bank of America
3
Bank of America
North Carolina
$7.76M -$1.83M -26,911 -18%
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$5.21M -$812K -11,924 -13%
Jane Street
5
Jane Street
New York
$4.5M -$5.26M -77,252 -52%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$4.21M +$3.43M +50,379 +329%
UBS Group
7
UBS Group
Switzerland
$3.11M -$49K -720 -1%
Wells Fargo
8
Wells Fargo
California
$2.58M +$117K +1,715 +4%
Goldman Sachs
9
Goldman Sachs
New York
$2.15M +$504K +7,398 +28%
Morgan Stanley
10
Morgan Stanley
New York
$1.89M -$651K -9,559 -24%
NAM
11
NTV Asset Management
West Virginia
$1.34M -$6.81K -100 -0.5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.13M +$250K +3,672 +26%
VKH
13
Virtu KCG Holdings
New York
$984K +$291K +4,273 +39%
PWM
14
Perigon Wealth Management
California
$865K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$743K -$662K -9,720 -46%
Citadel Advisors
16
Citadel Advisors
Florida
$637K -$101K -1,484 -13%
BAAM
17
Baker Avenue Asset Management
California
$603K +$51.7K +760 +9%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$471K -$325K -4,781 -39%
LPL Financial
19
LPL Financial
California
$452K -$367K -5,389 -44%
QCMC
20
Quantum Capital Management (California)
California
$386K +$4.08K +60 +1%
Nomura Asset Management
21
Nomura Asset Management
Japan
$346K +$74.9K +1,100 +26%
CLOS
22
Compagnie Lombard Odier SCmA
Switzerland
$173K
WT
23
Whittier Trust
California
$114K +$121K +1,780 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$107K -$15K -221 -12%
AIG
25
American International Group
New York
$79K +$3.2K +47 +4%

EXI Hedge Fund Activity: Q3 2015 in Review

41 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q3 2015, worth a combined $68.2M — down 26% from $92.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EXI and 2 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 10 added.

The largest buyer was Susquehanna International Group, adding an estimated $3.43M. The largest seller was Jane Street, cutting an estimated $5.26M.

  • 41 institutional investors held iShares Global Industrials ETF (EXI) as of Q3 2015, down from 46 in Q2 2015.
  • Funds reported $68.2M of iShares Global Industrials ETF stock for Q3 2015, down 26% quarter-over-quarter.
  • 2 funds opened new iShares Global Industrials ETF positions in Q3 2015 and 7 closed out, a net change of -5 holders.
  • The largest iShares Global Industrials ETF buyer in Q3 2015 was Susquehanna International Group, an estimated $3.43M added.
  • The largest iShares Global Industrials ETF seller in Q3 2015 was Jane Street, an estimated $5.26M sold.

Based on aggregated 13F filings for Q3 2015.