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iShares Global Industrials ETF (EXI) Institutional Ownership

iShares Global Industrials ETF logo
$145.03
+0.19 (+0.13%)
(As of 01:12 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares Global Industrials ETF (NYSEARCA:EXI)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$107.19M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$5.29M
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EXI Institutional Buying and Selling by Quarter

iShares Global Industrials ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Baker Avenue Asset Management LP6,801$1.01M0.0%-4.6%0.164%
11/1/2024Atria Investments Inc6,743$1.00M0.0%+199.6%0.162%
10/30/2024 ASB Consultores LLC2,364$352K0.1%N/A0.057%
10/28/2024 Gladstone Institutional Advisory LLC3,462$515K0.0%+49.2%0.083%
10/28/2024 Interchange Capital Partners LLC3,038$452K0.2%N/A0.073%
10/22/2024 Private Advisor Group LLC1,502$223K0.0%N/A0.036%
10/18/2024Slow Capital Inc.18,835$2.80M0.4%+0.5%0.454%
10/18/2024Blue Trust Inc.252$37K0.0%+135.5%0.006%
10/11/2024 Patriot Investment Management Group Inc.5,823$866K0.1%-3.9%0.140%
10/7/2024 Alpha Financial Partners LLC2,944$438K0.3%N/A0.071%
9/5/2024Sanctuary Advisors LLC5,175$704K0.0%N/A0.125%
8/16/2024Front Row Advisors LLC1,728$233K0.1%-13.4%0.042%
8/16/2024Susquehanna International Group LLP36,605$4.95M0.0%+34.8%0.882%
8/9/2024 Total Clarity Wealth Management Inc.7,879$1.06M0.4%-8.1%0.190%
8/8/2024Envestnet Asset Management Inc.29,462$3.98M0.0%+0.5%0.710%
8/1/2024Laidlaw Wealth Management LLC4,445$600K0.3%-17.9%0.107%
7/31/2024Commonwealth Equity Services LLC3,250$439K0.0%+17.0%0.078%
7/26/2024Bank of New York Mellon Corp3,196$432K0.0%-3.6%0.077%
7/24/2024Slow Capital Inc.18,743$2.53M0.4%-42.5%0.452%
7/12/2024 Wealth Management Partners LLC2,168$293K0.1%-10.3%0.052%
7/9/2024 Astoria Portfolio Advisors LLC.1,932$261K0.1%-15.8%0.047%
5/24/2024Cetera Advisors LLC1,719$240K0.0%N/A0.041%
5/17/2024Comerica Bank4,190$585K0.0%-1.9%0.101%
5/13/2024Bessemer Group Inc.4,129$577K0.0%-32.9%0.099%
5/8/2024 Advisors Preferred LLC3,252$451K0.1%+339.5%0.078%
5/7/2024 NTV Asset Management LLC9,300$1.30M0.2%-1.1%0.224%
4/16/2024 Astoria Portfolio Advisors LLC.2,295$310K0.1%+9.5%0.073%
4/12/2024 Wealth Management Partners LLC2,417$338K0.2%-4.5%0.077%
3/5/2024Fisher Asset Management LLC1,075,176$137.01M0.1%+32.7%34.133%
2/13/2024 Angeles Wealth Management LLC247$31K0.0%N/A0.008%
2/12/2024Laidlaw Wealth Management LLC5,415$690K0.3%-1.8%0.172%
2/9/2024 Gladstone Institutional Advisory LLC9,156$1.17M0.1%-10.1%0.291%
2/8/2024 Financial Advocates Investment Management53,418$6.81M0.4%+276.8%1.696%
2/7/2024 Astoria Portfolio Advisors LLC.2,095$270K0.1%N/A0.067%
2/6/2024Fisher Asset Management LLC1,076,194$137.14M0.1%+32.8%34.165%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC6,808$868K0.0%N/A0.216%
2/5/2024 Transcend Capital Advisors LLC3,550$452K0.0%-11.0%0.113%
2/2/2024Atria Wealth Solutions Inc.3,867$493K0.0%+37.8%0.123%
1/31/2024Slow Capital Inc.32,595$4.15M0.7%-2.9%1.035%
1/30/2024 Vontobel Holding Ltd.8,000$1.02M0.0%-20.0%0.254%
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1/26/2024Cerity Partners LLC8,494$1.08M0.0%+10.1%0.270%
1/24/2024 Advisors Preferred LLC740$93K0.0%+105.0%0.023%
1/24/2024 Total Clarity Wealth Management Inc.8,222$1.05M0.4%+3.5%0.261%
1/19/2024Fifth Third Bancorp860$110K0.0%-50.1%0.027%
1/17/2024 Patriot Investment Management Group Inc.6,236$795K0.1%-3.1%0.198%
1/16/2024Raymond James & Associates1,923$245K0.0%N/A0.061%
1/10/2024 Wealth Management Partners LLC2,532$323K0.2%-17.4%0.080%
11/15/2023Baker Avenue Asset Management LP6,815$770K0.0%+3.6%0.216%
11/14/2023Richard Bernstein Advisors LLC241,501$27.29M0.4%N/A7.667%
11/14/2023PGIM Custom Harvest LLC33,120$3.74M0.1%-7.5%1.051%
11/13/2023Cambria Investment Management L.P.109,684$12.40M1.0%-7.3%3.482%
11/8/2023Atria Wealth Solutions Inc.2,807$317K0.0%-64.5%0.089%
11/8/2023J.P. Morgan Private Wealth Advisors LLC3,254$368K0.0%N/A0.103%
11/8/2023Oppenheimer Asset Management Inc.4,614$521K0.0%+7.8%0.146%
11/7/2023 Advisors Preferred LLC361$40K0.0%N/A0.011%
10/27/2023Assetmark Inc.420$47K0.0%-32.1%0.013%
10/27/2023 Financial Advocates Investment Management14,178$1.60M0.1%N/A0.450%
10/25/2023 Wealth Management Partners LLC3,066$346K0.2%-9.1%0.097%
10/25/2023 Total Clarity Wealth Management Inc.7,944$898K0.4%+9.0%0.252%
10/24/2023Bank of New York Mellon Corp9,924$1.12M0.0%+52.7%0.315%
10/24/2023 Cambridge Investment Research Advisors Inc.2,250$254K0.0%N/A0.071%
10/20/2023Slow Capital Inc.33,571$3.79M0.7%-13.0%1.066%
10/12/2023 CHURCHILL MANAGEMENT Corp134,180$15.16M0.3%-6.0%4.260%
10/11/2023 Vontobel Holding Ltd.10,000$1.13M0.0%-71.4%0.317%
8/14/2023Cerity Partners LLC10,033$1.21M0.0%-20.3%0.319%
8/11/2023Cibc World Market Inc.6,431$773K0.0%+16.8%0.204%
8/10/2023Bessemer Group Inc.4,514$543K0.0%-52.1%0.143%
8/10/2023Cambria Investment Management L.P.118,380$14.24M1.2%-2.7%3.758%
8/8/2023Wilbanks Smith & Thomas Asset Management LLC9,847$1.18M0.0%-68.3%0.252%
8/3/2023Atria Wealth Solutions Inc.7,912$951K0.0%+6.7%0.203%
8/3/2023Oppenheimer Asset Management Inc.4,282$515K0.0%N/A0.110%
8/2/2023Bank of Montreal Can255$31K0.0%N/A0.007%
7/31/2023LPL Financial LLC7,409$891K0.0%+5.9%0.190%
7/24/2023 Vontobel Holding Ltd.35,000$4.21M0.0%+40.0%0.897%
7/24/2023 Wealth Management Partners LLC3,372$405K0.3%-2.9%0.086%
7/18/2023 CHURCHILL MANAGEMENT Corp142,809$17.17M0.3%N/A3.662%
7/18/2023Avantax Planning Partners Inc.4,206$506K0.0%+2.6%0.108%
7/13/2023 Sunflower Bank N.A.4,600$553K0.1%-5.1%0.118%
5/15/2023PGIM Custom Harvest LLC36,850$4.21M0.2%-4.1%1.249%
5/15/2023Financial Gravity Asset Management Inc.114$619K0.0%N/A0.004%
5/11/2023Cerity Partners LLC12,596$1.44M0.0%-2.4%0.427%
5/11/2023Cambria Investment Management L.P.121,718$13.89M1.1%-1.3%4.126%
5/10/2023Bessemer Group Inc.9,419$1.08M0.0%-76.1%0.319%
5/5/2023Wilbanks Smith & Thomas Asset Management LLC31,057$3.55M0.1%N/A1.053%
5/4/2023 CX Institutional1,912$219K0.0%N/A0.065%
5/1/2023Fisher Asset Management LLC93,847$10.71M0.0%-3.8%3.181%
5/1/2023Vigilant Capital Management LLC610$70K0.0%+45.2%0.021%
4/27/2023 Sunflower Bank N.A.4,845$553K0.1%-13.2%0.164%
4/26/2023Slow Capital Inc.38,374$4.38M0.8%-1.3%1.301%
4/14/2023 Wealth Management Partners LLC3,472$396K0.3%-13.2%0.118%
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4/12/2023 Vontobel Holding Ltd.25,000$2.85M0.0%+88.7%0.847%
2/13/2023Bessemer Group Inc.39,400$4.20M0.0%+37.2%1.271%
2/13/2023Tcwp LLC9,895$1.05M0.2%-1.2%0.319%
2/8/2023 NTV Asset Management LLC9,400$1.00M0.2%-2.1%0.303%
2/8/2023UBS Group AG19,171$2.04M0.0%-21.2%0.618%
2/7/2023LPL Financial LLC6,714$715K0.0%-9.9%0.217%
2/7/2023IFP Advisors Inc329$30K0.0%-32.2%0.011%
2/3/2023Fisher Asset Management LLC97,577$10.39M0.0%+72.0%3.148%
2/1/2023 Gladstone Institutional Advisory LLC2,139$228K0.0%N/A0.069%
1/26/2023Vigilant Capital Management LLC420$45K0.0%+61.5%0.014%
(Data available from 1/1/2016 forward)

EXI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EXI shares?

During the previous two years, 58 institutional investors and hedge funds held shares of iShares Global Industrials ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($137.01M), Richard Bernstein Advisors LLC ($27.29M), CHURCHILL MANAGEMENT Corp ($15.16M), Cambria Investment Management L.P. ($12.40M), Financial Advocates Investment Management ($6.81M), Royal Bank of Canada ($5.87M), and Susquehanna International Group LLP ($4.95M).Learn more on EXI's institutional investors.

Which institutional investors have been buying iShares Global Industrials ETF stock?

Of the 43 institutional investors that purchased iShares Global Industrials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($589.17K), Richard Bernstein Advisors LLC ($241.50K), CHURCHILL MANAGEMENT Corp ($142.81K), Financial Advocates Investment Management ($53.42K), Wilbanks Smith & Thomas Asset Management LLC ($37.87K), Royal Bank of Canada ($25.47K), and Vontobel Holding Ltd. ($24.25K).

How much institutional buying is happening at iShares Global Industrials ETF?

Institutional investors have bought a total of 1,197,698 shares in the last 24 months. This purchase volume represents approximately $144.40M in transactions.

Which iShares Global Industrials ETF major shareholders have been selling company stock?

Of the 30 institutional investors that sold iShares Global Industrials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bessemer Group Inc. ($51.27K), Vontobel Holding Ltd. ($27K), Wilbanks Smith & Thomas Asset Management LLC ($21.21K), Slow Capital Inc. ($20.38K), Cambria Investment Management L.P. ($13.66K), CHURCHILL MANAGEMENT Corp ($8.63K), and UBS Group AG ($5.15K).

How much institutional selling is happening at iShares Global Industrials ETF?

Institutional investors have sold a total of 176,301 shares in the last 24 months. This volume of shares sold represents approximately $20.35M in transactions.


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This page (NYSEARCA:EXI) was last updated on 11/4/2024 by MarketBeat.com Staff
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