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iShares Global Industrials ETF

59 hedge funds and large institutions have $116M invested in iShares Global Industrials ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 6259 (-3)

4.84% less ownership

Funds ownership: 52.06%47.22% (-4.8%)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

40% less capital invested

Capital invested by funds: $193M → $116M (-$76.6M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
15
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$42.8M -$5.23M -57,230 -11%
Jane Street
2
Jane Street
New York
$13.1M +$13.2M +144,523 +2,900%
Bank of America
3
Bank of America
North Carolina
$10.9M -$229K -2,499 -2%
Morgan Stanley
4
Morgan Stanley
New York
$7.47M +$681K +7,441 +10%
NR
5
Newfound Research
Massachusetts
$5.96M -$2.59M -28,329 -29%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$3.74M +$207K +2,260 +6%
IC
7
InterOcean Capital
Illinois
$2.8M +$257K +2,814 +10%
UBS Group
8
UBS Group
Switzerland
$2.68M -$60.3K -659 -2%
Citadel Advisors
9
Citadel Advisors
Florida
$2.55M -$996K -10,888 -27%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.39M -$94K -1,028 -4%
Wells Fargo
11
Wells Fargo
California
$2.31M -$318K -3,472 -12%
SC
12
Slow Capital
California
$1.63M -$19.9K -218 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.39M -$1.06M -11,573 -42%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.36M -$19.9K -218 -1%
GT
15
Greenleaf Trust
Michigan
$1.29M -$2.09M -22,866 -61%
WI
16
WrapManager Inc
California
$1.18M -$1.08M -11,797 -47%
B
17
Barings
North Carolina
$1.16M
Fidelity International
18
Fidelity International
Bermuda
$1.13M -$11.3K -124 -1%
Goldman Sachs
19
Goldman Sachs
New York
$1.02M +$1.06M +11,636 New
NAM
20
NTV Asset Management
West Virginia
$976K
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$923K -$896K -9,800 -48%
LPL Financial
22
LPL Financial
California
$899K -$6.4K -70 -0.7%
BCM
23
Brookstone Capital Management
Illinois
$898K -$671K -7,338 -42%
PCP
24
Proficio Capital Partners
Massachusetts
$748K -$424K -4,635 -35%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$709K

EXI Hedge Fund Activity: Q2 2018 in Review

59 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q2 2018, worth a combined $116M — down 40% from $193M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EXI and 3 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, adding an estimated $13.2M. The largest seller was AssetMark Inc, cutting an estimated $67.9M.

  • 59 institutional investors held iShares Global Industrials ETF (EXI) as of Q2 2018, down from 62 in Q1 2018.
  • Funds reported $116M of iShares Global Industrials ETF stock for Q2 2018, down 40% quarter-over-quarter.
  • 3 funds opened new iShares Global Industrials ETF positions in Q2 2018 and 6 closed out, a net change of -3 holders.
  • The largest iShares Global Industrials ETF buyer in Q2 2018 was Jane Street, an estimated $13.2M added.
  • The largest iShares Global Industrials ETF seller in Q2 2018 was AssetMark Inc, an estimated $67.9M sold.

Based on aggregated 13F filings for Q2 2018.