We are live on ! Find out more
EXI icon

iShares Global Industrials ETF

69 hedge funds and large institutions have $190M invested in iShares Global Industrials ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more capital invested

Capital invested by funds: $96.8M → $190M (+$93.1M)

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

35% more funds holding

Funds holding: 5169 (+18)

8.05% more ownership

Funds ownership: 40.7%48.74% (+8%)

Holders
69
Holders Change
+18
Holders Change %
+35.29%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
18
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$56.2M +$12.7M +126,039 +31%
Bank of America
2
Bank of America
North Carolina
$20.3M +$4.03M +39,872 +27%
WBG
3
Wharton Business Group
Pennsylvania
$18.6M +$17.6M +174,305 New
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$11.1M +$9.21M +91,230 +702%
ACI
5
AMP Capital Investors
Australia
$9.56M -$587K -5,810 -6%
B
6
Barings
North Carolina
$7.16M +$1.21M +12,010 +22%
BBVA
7
Banco Bilbao Vizcaya Argentaria
Spain
$6.82M +$2.52M +25,000 +64%
Morgan Stanley
8
Morgan Stanley
New York
$6.67M +$488K +4,834 +8%
MFS
9
Mirabella Financial Services
United Kingdom
$6.51M +$6.16M +61,000 New
HH
10
Hernani Holdings
Wyoming
$5.03M +$4.76M +47,150 New
PCH
11
PGIM Custom Harvest
New Jersey
$4.95M +$4.68M +46,343 New
Fisher Asset Management
12
Fisher Asset Management
Washington
$4.76M +$440K +4,358 +11%
SB
13
Sunflower Bank
Texas
$3.76M +$3.56M +35,222 New
UBS Group
14
UBS Group
Switzerland
$3.08M +$772K +7,643 +36%
SC
15
Slow Capital
California
$2.04M -$156K -1,541 -7%
ST
16
Sentinel Trust
Texas
$2.01M +$1.9M +18,800 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.88M -$522K -5,173 -23%
Wells Fargo
18
Wells Fargo
California
$1.75M +$242K +2,399 +17%
Citadel Advisors
19
Citadel Advisors
Florida
$1.51M +$1.43M +14,130 New
MCM
20
Maryland Capital Management
Maryland
$1.5M +$1.42M +14,052 New
NAM
21
NTV Asset Management
West Virginia
$1.07M
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$982K
Fidelity International
23
Fidelity International
Bermuda
$947K -$49.4K -489 -5%
BAAM
24
Baker Avenue Asset Management
California
$897K -$85.8K -850 -9%
COCM
25
Charter Oak Capital Management
New Hampshire
$879K +$831K +8,231 New

EXI Hedge Fund Activity: Q4 2020 in Review

69 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2020, worth a combined $190M — up 96% from $96.8M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EXI positions and 0 closed out — a net gain of 20 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Wharton Business Group, opening a new position worth an estimated $17.6M. The largest seller was AMP Capital Investors, cutting an estimated $587K.

  • 69 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2020, up from 51 in Q3 2020.
  • Funds reported $190M of iShares Global Industrials ETF stock for Q4 2020, up 96% quarter-over-quarter.
  • 20 funds opened new iShares Global Industrials ETF positions in Q4 2020 and 0 closed out, a net change of +20 holders.
  • The largest iShares Global Industrials ETF buyer in Q4 2020 was Wharton Business Group, an estimated $17.6M added.
  • The largest iShares Global Industrials ETF seller in Q4 2020 was AMP Capital Investors, an estimated $587K sold.

Based on aggregated 13F filings for Q4 2020.