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iShares Global Industrials ETF

89 hedge funds and large institutions have $687M invested in iShares Global Industrials ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 15

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

56% more capital invested

Capital invested by funds: $441M → $687M (+$245M)

10% more funds holding

Funds holding: 8189 (+8)

5.41% more ownership

Funds ownership: 77.79%83.2% (+5.4%)

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
39
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$241M +$21.2M +151,129 +10%
Bank of America
2
Bank of America
North Carolina
$178M +$99M +706,009 +145%
RBA
3
Richard Bernstein Advisors
New York
$98.2M +$63.6M +453,924 +220%
BlackRock
4
BlackRock
New York
$69M +$2.82M +20,132 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.3M +$8.43M +60,145 +204%
WBG
6
Wharton Business Group
Pennsylvania
$12.6M
CIM
7
Cambria Investment Management
California
$9.59M -$1.73M -12,364 -16%
Morgan Stanley
8
Morgan Stanley
New York
$7.06M -$1.09M -7,758 -14%
PCH
9
PGIM Custom Harvest
New Jersey
$5.78M -$288K -2,054 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.95M +$2.32M +16,585 +100%
Wells Fargo
11
Wells Fargo
California
$3.08M +$35.7K +255 +1%
UBS Group
12
UBS Group
Switzerland
$2.88M +$413K +2,948 +18%
SC
13
Slow Capital
California
$2.8M +$12.9K +92 +0.5%
SA
14
Sanctuary Advisors
Indiana
$2.2M +$1.34M +9,538 +184%
LPL Financial
15
LPL Financial
California
$2.02M +$139K +993 +8%
CAM
16
Cresset Asset Management
Illinois
$1.99M -$389K -2,778 -17%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.77M -$3.47M -24,734 -68%
TCA
18
Transcend Capital Advisors
New Jersey
$1.6M +$1.03M +7,365 +219%
NAM
19
NTV Asset Management
West Virginia
$1.4M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.34M +$818K +5,833 +183%
TCWM
21
Total Clarity Wealth Management
Illinois
$1.29M +$115K +822 +10%
QCM
22
Quantinno Capital Management
New York
$1.26M +$134K +959 +13%
Jane Street
23
Jane Street
New York
$1.05M -$10.4M -74,332 -91%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.05M +$691K +4,931 +233%
BAAM
25
Baker Avenue Asset Management
California
$1.01M -$45.6K -325 -5%

EXI Hedge Fund Activity: Q3 2024 in Review

89 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q3 2024, worth a combined $687M — up 56% from $441M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EXI positions and 7 closed out — a net gain of 8 holders — while 39 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $99M. The largest seller was Jane Street, cutting an estimated $10.4M.

  • 89 institutional investors held iShares Global Industrials ETF (EXI) as of Q3 2024, up from 81 in Q2 2024.
  • Funds reported $687M of iShares Global Industrials ETF stock for Q3 2024, up 56% quarter-over-quarter.
  • 15 funds opened new iShares Global Industrials ETF positions in Q3 2024 and 7 closed out, a net change of +8 holders.
  • The largest iShares Global Industrials ETF buyer in Q3 2024 was Bank of America, an estimated $99M added.
  • The largest iShares Global Industrials ETF seller in Q3 2024 was Jane Street, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2024.