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iShares Global Industrials ETF

101 hedge funds and large institutions have $728M invested in iShares Global Industrials ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

13% more funds holding

Funds holding: 89101 (+12)

6% more capital invested

Capital invested by funds: $687M → $728M (+$40.7M)

0.79% less ownership

Funds ownership: 83.2%82.41% (-0.79%)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
101
Holders Change
+12
Holders Change %
+13.48%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
29
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$253M +$25.4M +171,956 +11%
Bank of America
2
Bank of America
North Carolina
$165M -$4.2M -28,439 -2%
RBA
3
Richard Bernstein Advisors
New York
$91.7M -$1.64M -11,075 -2%
BlackRock
4
BlackRock
New York
$64.5M -$1.07M -7,258 -2%
AssetMark Inc
5
AssetMark Inc
California
$34.7M +$36.1M +244,824 +44,352%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.1M +$1.49M +10,076 +11%
WBG
7
Wharton Business Group
Pennsylvania
$12M
CIM
8
Cambria Investment Management
California
$8.55M -$575K -3,894 -6%
Morgan Stanley
9
Morgan Stanley
New York
$6.81M +$112K +758 +2%
PCH
10
PGIM Custom Harvest
New Jersey
$6.75M +$1.33M +8,976 +23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.01M +$325K +2,204 +7%
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
$4.78M +$4.91M +33,276 +5,688%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.74M +$4.47M +30,292 +920%
ACP
14
Aveo Capital Partners
Colorado
$3.63M +$3.8M +25,710 New
Jane Street
15
Jane Street
New York
$3.38M +$2.49M +16,845 +239%
Wells Fargo
16
Wells Fargo
California
$2.95M +$31.6K +214 +1%
SC
17
Slow Capital
California
$2.62M -$45.6K -309 -2%
UBS Group
18
UBS Group
Switzerland
$2.57M -$175K -1,188 -6%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.35M +$707K +4,790 +40%
Ameriprise
20
Ameriprise
Minnesota
$2.24M +$2.35M +15,885 New
SA
21
Sanctuary Advisors
Indiana
$2.16M -$30.1K -204 -1%
LPL Financial
22
LPL Financial
California
$1.97M +$61.3K +415 +3%
QCM
23
Quantinno Capital Management
New York
$1.53M +$345K +2,339 +28%
TCA
24
Transcend Capital Advisors
New Jersey
$1.49M -$28.3K -192 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.48M +$509K +3,449 +49%

EXI Hedge Fund Activity: Q4 2024 in Review

101 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Industrials ETF (EXI) for Q4 2024, worth a combined $728M — up 5.9% from $687M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EXI positions and 9 closed out — a net gain of 14 holders — while 29 added to existing stakes and 32 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $36.1M. The largest seller was Bank of America, cutting an estimated $4.2M.

  • 101 institutional investors held iShares Global Industrials ETF (EXI) as of Q4 2024, up from 89 in Q3 2024.
  • Funds reported $728M of iShares Global Industrials ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
  • 23 funds opened new iShares Global Industrials ETF positions in Q4 2024 and 9 closed out, a net change of +14 holders.
  • The largest iShares Global Industrials ETF buyer in Q4 2024 was AssetMark Inc, an estimated $36.1M added.
  • The largest iShares Global Industrials ETF seller in Q4 2024 was Bank of America, an estimated $4.2M sold.

Based on aggregated 13F filings for Q4 2024.