iShares Global Industrials ETF
52 hedge funds and large institutions have $70.7M invested in iShares Global Industrials ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 17 closing their positions.
7.7% less ownership
Funds ownership: 55.84% → 48.15% (-7.7%)
21% less funds holding
Funds holding: 66 → 52 (-14)
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
54% less capital invested
Capital invested by funds: $152M → $70.7M (-$81.5M)
65% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 17
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
|
+$2.59M |
| 2 |
Morgan Stanley
New York
|
+$1.38M |
| 3 |
BlackRock
New York
|
+$1.24M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$862K |
| 5 |
Calamos Advisors
Naperville,
Illinois
|
+$803K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$33M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
-$7.32M |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$5.59M |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$3.89M |
| 5 |
EE
EWG Elevate
Roseville,
California
|
-$3.28M |
EXI Hedge Fund Activity: Q1 2020 in Review
52 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q1 2020, worth a combined $70.7M — down 54% from $152M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of EXI and 6 opened new positions — a net loss of 11 holders — while 19 trimmed existing stakes and 11 added.
The largest buyer was Bessemer Group, adding an estimated $2.59M. The largest seller was JP Morgan Chase, cutting an estimated $33M.
- 52 institutional investors held iShares Global Industrials ETF (EXI) as of Q1 2020, down from 66 in Q4 2019.
- Funds reported $70.7M of iShares Global Industrials ETF stock for Q1 2020, down 54% quarter-over-quarter.
- 6 funds opened new iShares Global Industrials ETF positions in Q1 2020 and 17 closed out, a net change of -11 holders.
- The largest iShares Global Industrials ETF buyer in Q1 2020 was Bessemer Group, an estimated $2.59M added.
- The largest iShares Global Industrials ETF seller in Q1 2020 was JP Morgan Chase, an estimated $33M sold.
Based on aggregated 13F filings for Q1 2020.