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iShares Global Industrials ETF

66 hedge funds and large institutions have $152M invested in iShares Global Industrials ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

116% more capital invested

Capital invested by funds: $70.3M → $152M (+$81.9M)

19.18% more ownership

Funds ownership: 36.66%55.84% (+19%)

12% more funds holding

Funds holding: 5966 (+7)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
21
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$36M +$35.1M +369,621 New
BlackRock
2
BlackRock
New York
$30M +$1.58M +16,595 +6%
ACI
3
AMP Capital Investors
Australia
$13.8M +$13.5M +141,933 New
Jane Street
4
Jane Street
New York
$8.97M +$3.77M +39,721 +76%
B
5
Barings
North Carolina
$7.32M +$7.15M +75,202 +235,006%
Bank of America
6
Bank of America
North Carolina
$5.62M -$252K -2,648 -4%
CIM
7
Cambria Investment Management
California
$5.59M +$5.46M +57,494 New
NR
8
Newfound Research
Massachusetts
$4.67M -$586K -6,166 -11%
Fisher Asset Management
9
Fisher Asset Management
Washington
$4.05M +$2.79M +29,327 +239%
Morgan Stanley
10
Morgan Stanley
New York
$3.94M -$85.3K -898 -2%
EE
11
EWG Elevate
California
$3.28M +$3.21M +33,754 New
IC
12
InterOcean Capital
Illinois
$3.17M -$210K -2,209 -6%
UBS Group
13
UBS Group
Switzerland
$2.45M -$118K -1,245 -5%
Wells Fargo
14
Wells Fargo
California
$2.02M -$78.2K -823 -4%
SC
15
Slow Capital
California
$1.94M +$16K +168 +0.9%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$1.88M -$75.5K -795 -4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.7M +$1.2M +12,650 +262%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$1.66M +$1.62M +17,100 New
Citadel Advisors
19
Citadel Advisors
Florida
$1.4M +$900K +9,468 +192%
GT
20
Greenleaf Trust
Michigan
$1.31M -$29.3K -308 -2%
FIM
21
Freedom Investment Management
Connecticut
$1.21M +$1.18M +12,455 New
NAM
22
NTV Asset Management
West Virginia
$1.04M
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$978K +$512K +5,390 +116%
RJA
24
Raymond James & Associates
Florida
$749K -$4.09K -43 -0.6%
LPL Financial
25
LPL Financial
California
$741K +$164K +1,726 +29%

EXI Hedge Fund Activity: Q4 2019 in Review

66 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2019, worth a combined $152M — up 116% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EXI positions and 4 closed out — a net gain of 7 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $35.1M. The largest seller was Newfound Research, cutting an estimated $586K.

  • 66 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2019, up from 59 in Q3 2019.
  • Funds reported $152M of iShares Global Industrials ETF stock for Q4 2019, up 116% quarter-over-quarter.
  • 11 funds opened new iShares Global Industrials ETF positions in Q4 2019 and 4 closed out, a net change of +7 holders.
  • The largest iShares Global Industrials ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $35.1M added.
  • The largest iShares Global Industrials ETF seller in Q4 2019 was Newfound Research, an estimated $586K sold.

Based on aggregated 13F filings for Q4 2019.