We are live on ! Find out more
EXI icon

iShares Global Industrials ETF

67 hedge funds and large institutions have $213M invested in iShares Global Industrials ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

19% more capital invested

Capital invested by funds: $178M → $213M (+$34.5M)

8.52% more ownership

Funds ownership: 43.89%52.41% (+8.5%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 6767 (0)

Holders
67
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
19
Reduced
15
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$60.3M +$653K +5,363 +1%
Bank of America
2
Bank of America
North Carolina
$50.7M -$60.5K -497 -0.1%
WBG
3
Wharton Business Group
Pennsylvania
$21.6M +$21.3M +174,905 New
Jane Street
4
Jane Street
New York
$15.5M +$6.48M +53,262 +74%
Morgan Stanley
5
Morgan Stanley
New York
$8.94M +$909K +7,468 +11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.45M -$1.46M -12,003 -21%
Fisher Asset Management
7
Fisher Asset Management
Washington
$5.4M +$238K +1,957 +5%
Prudential Financial
8
Prudential Financial
New Jersey
$4.97M +$4.9M +40,275 New
SC
9
Slow Capital
California
$4.09M +$46.6K +383 +1%
SB
10
Sunflower Bank
Texas
$3.49M -$487K -3,996 -12%
Citadel Advisors
11
Citadel Advisors
Florida
$3.37M -$285K -2,341 -8%
UBS Group
12
UBS Group
Switzerland
$3.32M +$132K +1,088 +4%
B
13
Bensler
Washington
$2.61M +$2.58M +21,156 New
ST
14
Sentinel Trust
Texas
$2.32M
Wells Fargo
15
Wells Fargo
California
$2.28M -$450K -3,697 -17%
Goldman Sachs
16
Goldman Sachs
New York
$1.4M -$2M -16,465 -59%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.36M -$44.9K -369 -3%
NAM
18
NTV Asset Management
West Virginia
$1.2M
BAAM
19
Baker Avenue Asset Management
California
$1.14M +$70.7K +581 +7%
T
20
TCWP
Ohio
$1.09M +$1.08M +8,847 New
COCM
21
Charter Oak Capital Management
New Hampshire
$1.01M +$244 +2 +0%
LPL Financial
22
LPL Financial
California
$914K +$127K +1,043 +16%
PIMG
23
Patriot Investment Management Group
Tennessee
$812K +$9.98K +82 +1%
WMP
24
Wealth Management Partners
Arizona
$796K -$92.5K -760 -11%
LWM
25
Laidlaw Wealth Management
New York
$750K +$740K +6,077 New

EXI Hedge Fund Activity: Q4 2021 in Review

67 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2021, worth a combined $213M — up 19% from $178M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EXI positions and 13 closed out — a net gain of 1 holder — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Wharton Business Group, opening a new position worth an estimated $21.3M. The largest seller was Goldman Sachs, cutting an estimated $2M.

  • 67 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $213M of iShares Global Industrials ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 14 funds opened new iShares Global Industrials ETF positions in Q4 2021 and 13 closed out, a net change of +1 holder.
  • The largest iShares Global Industrials ETF buyer in Q4 2021 was Wharton Business Group, an estimated $21.3M added.
  • The largest iShares Global Industrials ETF seller in Q4 2021 was Goldman Sachs, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2021.