iShares Global Industrials ETF
EXI
80 hedge funds and large institutions have $370M invested in iShares Global Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
11% more capital inflows, than outflows
Capital inflows: $46.4M | Capital outflows: $41.9M
5% more funds holding
Funds holding: 76 → 80 (+4)
13% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 23
13.35% less ownership
Funds ownership: 76.23% → 62.88% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$30.9M |
| 2 |
Financial Advocates Investment Management
Olympia,
Washington
|
+$4.58M |
| 3 |
BlackRock
New York
|
+$2.61M |
| 4 |
PGIM Custom Harvest
Newark,
New Jersey
|
+$2.25M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Churchill Management
Los Angeles,
California
|
-$15.2M |
| 2 |
Cambria Investment Management
Manhattan Beach,
California
|
-$12.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.77M |
| 5 |
Richard Bernstein Advisors
New York
|
-$1.91M |
EXI Hedge Fund Activity: Q4 2023 in Review
80 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2023, worth a combined $370M — up 13% from $328M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EXI positions and 10 closed out — a net gain of 5 holders — while 20 added to existing stakes and 23 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $30.9M. The largest seller was Churchill Management, exiting entirely with an estimated $15.2M sold.
- 80 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2023, up from 76 in Q3 2023.
- Funds reported $370M of iShares Global Industrials ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 15 funds opened new iShares Global Industrials ETF positions in Q4 2023 and 10 closed out, a net change of +5 holders.
- The largest iShares Global Industrials ETF buyer in Q4 2023 was Fisher Asset Management, an estimated $30.9M added.
- The largest iShares Global Industrials ETF seller in Q4 2023 was Churchill Management, an estimated $15.2M sold.
Based on aggregated 13F filings for Q4 2023.