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iShares Global Industrials ETF

47 hedge funds and large institutions have $91.9M invested in iShares Global Industrials ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $83.3M → $91.9M (+$8.53M)

1.81% more ownership

Funds ownership: 47.99%49.79% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 5047 (-3)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
12
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$23.9M +$1.48M +20,416 +7%
Morgan Stanley
2
Morgan Stanley
New York
$7.23M +$1.35M +18,651 +24%
Barclays
3
Barclays
United Kingdom
$7.16M -$619K -8,519 -8%
Bank of America
4
Bank of America
North Carolina
$6.04M -$220K -3,031 -4%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$5.63M -$37.7K -519 -0.7%
NR
6
Newfound Research
Massachusetts
$5.37M -$1.84M -25,288 -26%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$5.2M -$1.82K -25 -0%
Jane Street
8
Jane Street
New York
$4.02M +$1.22M +16,747 +44%
Citadel Advisors
9
Citadel Advisors
Florida
$3.53M +$2.45M +33,698 +237%
UBS Group
10
UBS Group
Switzerland
$3.23M +$20.5K +282 +0.6%
Wells Fargo
11
Wells Fargo
California
$2.9M -$193K -2,656 -6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.47M +$120K +1,656 +5%
SG Americas Securities
13
SG Americas Securities
New York
$2.17M +$21.8K +300 +1%
X
14
Xponance
Pennsylvania
$1.76M +$1.74M +23,948 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.33M -$77.4K -1,065 -6%
BCM
16
Brookstone Capital Management
Illinois
$1.26M -$468K -6,445 -27%
WI
17
WrapManager Inc
California
$1.19M -$254K -3,497 -18%
PWM
18
Perigon Wealth Management
California
$1.11M +$45.5K +627 +4%
VKH
19
Virtu KCG Holdings
New York
$1.01M +$690K +9,501 +225%
NAM
20
NTV Asset Management
West Virginia
$922K
Fidelity International
21
Fidelity International
Bermuda
$895K +$884K +12,171 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$701K +$5.88K +81 +0.9%
OMC
23
Old Mission Capital
Illinois
$687K +$229K +3,147 +51%
BAAM
24
Baker Avenue Asset Management
California
$474K -$260K -3,580 -36%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$347K -$132K -1,822 -28%

EXI Hedge Fund Activity: Q3 2016 in Review

47 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q3 2016, worth a combined $91.9M — up 10% from $83.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EXI and 4 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 12 added.

The largest buyer was Citadel Advisors, adding an estimated $2.45M. The largest seller was Newfound Research, cutting an estimated $1.84M.

  • 47 institutional investors held iShares Global Industrials ETF (EXI) as of Q3 2016, down from 50 in Q2 2016.
  • Funds reported $91.9M of iShares Global Industrials ETF stock for Q3 2016, up 10% quarter-over-quarter.
  • 4 funds opened new iShares Global Industrials ETF positions in Q3 2016 and 6 closed out, a net change of -2 holders.
  • The largest iShares Global Industrials ETF buyer in Q3 2016 was Citadel Advisors, an estimated $2.45M added.
  • The largest iShares Global Industrials ETF seller in Q3 2016 was Newfound Research, an estimated $1.84M sold.

Based on aggregated 13F filings for Q3 2016.