iShares Global Industrials ETF
50 hedge funds and large institutions have $72M invested in iShares Global Industrials ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 14 closing their positions.
1.92% less ownership
Funds ownership: 40.44% → 38.52% (-1.9%)
14% less funds holding
Funds holding: 58 → 50 (-8)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
27% less capital invested
Capital invested by funds: $98.3M → $72M (-$26.2M)
57% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$15.6M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.52M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$394K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
+$154K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$118K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$5.63M |
| 2 |
Morgan Stanley
New York
|
-$5.32M |
| 3 |
BlackRock
New York
|
-$4.43M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$4.15M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.88M |
EXI Hedge Fund Activity: Q4 2018 in Review
50 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2018, worth a combined $72M — down 27% from $98.3M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of EXI and 6 opened new positions — a net loss of 8 holders — while 14 trimmed existing stakes and 12 added.
The largest buyer was Bessemer Group, opening a new position worth an estimated $15.6M. The largest seller was Newfound Research, exiting entirely with an estimated $5.63M sold.
- 50 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2018, down from 58 in Q3 2018.
- Funds reported $72M of iShares Global Industrials ETF stock for Q4 2018, down 27% quarter-over-quarter.
- 6 funds opened new iShares Global Industrials ETF positions in Q4 2018 and 14 closed out, a net change of -8 holders.
- The largest iShares Global Industrials ETF buyer in Q4 2018 was Bessemer Group, an estimated $15.6M added.
- The largest iShares Global Industrials ETF seller in Q4 2018 was Newfound Research, an estimated $5.63M sold.
Based on aggregated 13F filings for Q4 2018.