We are live on ! Find out more
EXI icon

iShares Global Industrials ETF

44 hedge funds and large institutions have $82M invested in iShares Global Industrials ETF in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.02% less ownership

Funds ownership: 50.72%45.7% (-5%)

6% less funds holding

Funds holding: 4744 (-3)

15% less capital invested

Capital invested by funds: $95.9M → $82M (-$13.9M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

65% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 23

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
8
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$21.3M +$2.32M +35,289 +13%
Barclays
2
Barclays
United Kingdom
$10.1M -$98.4K -1,500 -1%
NR
3
Newfound Research
Massachusetts
$8.39M +$721K +10,990 +10%
Bank of America
4
Bank of America
North Carolina
$6.81M -$1.16M -17,642 -15%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$5.63M -$378K -5,756 -7%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$4.63M +$4.31M +65,745 New
UBS Group
7
UBS Group
Switzerland
$3.1M -$39.1K -596 -1%
Wells Fargo
8
Wells Fargo
California
$2.96M +$23.4K +356 +0.9%
VKH
9
Virtu KCG Holdings
New York
$2.27M +$1.71M +26,116 +422%
BCM
10
Brookstone Capital Management
Illinois
$2.21M -$788K -12,002 -28%
Morgan Stanley
11
Morgan Stanley
New York
$2.21M +$39.1K +596 +2%
Citadel Advisors
12
Citadel Advisors
Florida
$2.15M -$522K -7,950 -21%
WI
13
WrapManager Inc
California
$1.69M +$110K +1,679 +8%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.42M -$1.68M -25,556 -56%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.37M -$1.08M -16,390 -46%
BAAM
16
Baker Avenue Asset Management
California
$1.22M -$106K -1,610 -8%
NAM
17
NTV Asset Management
West Virginia
$901K -$39.4K -600 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$733K -$63.7K -971 -9%
LPL Financial
19
LPL Financial
California
$563K -$7.48K -114 -1%
Jane Street
20
Jane Street
New York
$506K -$2.02M -30,798 -81%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$439K -$41.9K -639 -9%
QCMC
22
Quantum Capital Management (California)
California
$360K -$36.7K -560 -10%
PIA
23
Peachtree Investment Advisors
Georgia
$213K
TC
24
Trust Company
Kansas
$167K -$95.1K -1,449 -38%
AIG
25
American International Group
New York
$100K +$7.81K +119 +9%

EXI Hedge Fund Activity: Q1 2016 in Review

44 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q1 2016, worth a combined $82M — down 15% from $95.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EXI and 3 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 8 added.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $4.31M. The largest seller was Xponance, exiting entirely with an estimated $8.72M sold.

  • 44 institutional investors held iShares Global Industrials ETF (EXI) as of Q1 2016, down from 47 in Q4 2015.
  • Funds reported $82M of iShares Global Industrials ETF stock for Q1 2016, down 15% quarter-over-quarter.
  • 3 funds opened new iShares Global Industrials ETF positions in Q1 2016 and 6 closed out, a net change of -3 holders.
  • The largest iShares Global Industrials ETF buyer in Q1 2016 was Wilbanks Smith & Thomas Asset Management, an estimated $4.31M added.
  • The largest iShares Global Industrials ETF seller in Q1 2016 was Xponance, an estimated $8.72M sold.

Based on aggregated 13F filings for Q1 2016.