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iShares Global Industrials ETF

60 hedge funds and large institutions have $141M invested in iShares Global Industrials ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 5860 (+2)

5% more capital invested

Capital invested by funds: $135M → $141M (+$6.46M)

0.16% less ownership

Funds ownership: 42.19%42.03% (-0.16%)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$49.6M -$785K -7,033 -2%
CIM
2
Cambria Investment Management
California
$13.9M -$182K -1,626 -1%
Fisher Asset Management
3
Fisher Asset Management
Washington
$10.7M -$423K -3,791 -4%
WBG
4
Wharton Business Group
Pennsylvania
$9.7M
Bank of America
5
Bank of America
North Carolina
$9.42M -$574K -5,137 -6%
Morgan Stanley
6
Morgan Stanley
New York
$6.2M +$66K +591 +1%
SC
7
Slow Capital
California
$4.38M -$56.1K -502 -1%
PCH
8
PGIM Custom Harvest
New Jersey
$4.21M -$175K -1,571 -4%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$3.55M +$3.47M +31,057 New
Jane Street
10
Jane Street
New York
$2.94M +$1.87M +16,739 +186%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.47M -$366K -3,280 -13%
UBS Group
12
UBS Group
Switzerland
$2.18M -$6.92K -62 -0.3%
Wells Fargo
13
Wells Fargo
California
$2.15M +$124K +1,114 +6%
ST
14
Sentinel Trust
Texas
$2.15M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.14M +$250K +2,236 +14%
Cerity Partners
16
Cerity Partners
New York
$1.44M -$34.7K -311 -2%
Vontobel Holding
17
Vontobel Holding
Switzerland
$1.43M -$83.7K -750 -6%
T
18
TCWP
Ohio
$1.11M -$19.7K -176 -2%
Bessemer Group
19
Bessemer Group
New Jersey
$1.07M -$3.35M -29,981 -76%
NAM
20
NTV Asset Management
West Virginia
$1.07M
LPL Financial
21
LPL Financial
California
$799K +$31.5K +282 +4%
AWS
22
Atria Wealth Solutions
New York
$769K -$75.9K -680 -9%
BAAM
23
Baker Avenue Asset Management
California
$739K +$34.1K +305 +5%
PIMG
24
Patriot Investment Management Group
Tennessee
$734K
LWM
25
Laidlaw Wealth Management
New York
$653K

EXI Hedge Fund Activity: Q1 2023 in Review

60 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q1 2023, worth a combined $141M — up 4.8% from $135M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EXI positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 19 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $3.47M. The largest seller was Bessemer Group, cutting an estimated $3.35M.

  • 60 institutional investors held iShares Global Industrials ETF (EXI) as of Q1 2023, up from 58 in Q4 2022.
  • Funds reported $141M of iShares Global Industrials ETF stock for Q1 2023, up 4.8% quarter-over-quarter.
  • 8 funds opened new iShares Global Industrials ETF positions in Q1 2023 and 6 closed out, a net change of +2 holders.
  • The largest iShares Global Industrials ETF buyer in Q1 2023 was Wilbanks Smith & Thomas Asset Management, an estimated $3.47M added.
  • The largest iShares Global Industrials ETF seller in Q1 2023 was Bessemer Group, an estimated $3.35M sold.

Based on aggregated 13F filings for Q1 2023.