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iShares Global Industrials ETF

82 hedge funds and large institutions have $435M invested in iShares Global Industrials ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

15% more capital invested

Capital invested by funds: $377M → $435M (+$58.3M)

12.85% more ownership

Funds ownership: 64.02%76.87% (+13%)

3% more funds holding

Funds holding: 8082 (+2)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
21
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$180M +$27.7M +211,207 +20%
Bank of America
2
Bank of America
North Carolina
$71.5M -$4.79M -36,483 -7%
BlackRock
3
BlackRock
New York
$64M +$2.37M +18,050 +4%
RBA
4
Richard Bernstein Advisors
New York
$30.2M -$1.14M -8,704 -4%
WBG
5
Wharton Business Group
Pennsylvania
$11.8M -$31.5K -240 -0.3%
CIM
6
Cambria Investment Management
California
$11.1M +$10.4M +79,534 New
Morgan Stanley
7
Morgan Stanley
New York
$7.41M -$6.97M -53,110 -50%
Citadel Advisors
8
Citadel Advisors
Florida
$5.95M +$5.59M +42,628 New
PCH
9
PGIM Custom Harvest
New Jersey
$5.53M -$1.69M -12,857 -25%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.9M +$40.5K +309 +0.9%
SC
11
Slow Capital
California
$4.56M +$3.28K +25 +0.1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.09M -$82.1K -626 -2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.79M +$527K +4,020 +17%
Wells Fargo
14
Wells Fargo
California
$2.75M -$56.4K -430 -2%
ST
15
Sentinel Trust
Texas
$2.63M
UBS Group
16
UBS Group
Switzerland
$2.44M -$83.3K -635 -4%
LPL Financial
17
LPL Financial
California
$1.38M -$4.2K -32 -0.3%
NAM
18
NTV Asset Management
West Virginia
$1.3M -$13.1K -100 -1%
TCWM
19
Total Clarity Wealth Management
Illinois
$1.2M +$46.4K +354 +4%
Cerity Partners
20
Cerity Partners
New York
$1.05M -$131K -995 -12%
BAAM
21
Baker Avenue Asset Management
California
$1.03M +$21K +160 +2%
AWS
22
Atria Wealth Solutions
New York
$953K +$388K +2,957 +76%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$915K -$16.9K -129 -2%
PIMG
24
Patriot Investment Management Group
Tennessee
$846K -$23.6K -180 -3%
QCM
25
Quantinno Capital Management
New York
$842K +$791K +6,030 New

EXI Hedge Fund Activity: Q1 2024 in Review

82 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q1 2024, worth a combined $435M — up 15% from $377M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EXI positions and 11 closed out — a net gain of 3 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $27.7M. The largest seller was Jane Street, exiting entirely with an estimated $6.98M sold.

  • 82 institutional investors held iShares Global Industrials ETF (EXI) as of Q1 2024, up from 80 in Q4 2023.
  • Funds reported $435M of iShares Global Industrials ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 14 funds opened new iShares Global Industrials ETF positions in Q1 2024 and 11 closed out, a net change of +3 holders.
  • The largest iShares Global Industrials ETF buyer in Q1 2024 was Fisher Asset Management, an estimated $27.7M added.
  • The largest iShares Global Industrials ETF seller in Q1 2024 was Jane Street, an estimated $6.98M sold.

Based on aggregated 13F filings for Q1 2024.