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iShares Global Industrials ETF (EXI) Institutional Ownership

iShares Global Industrials ETF logo
$146.99 -1.35 (-0.91%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$106.11M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$15.36M
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EXI Institutional Buying and Selling by Quarter

iShares Global Industrials ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/28/2025Advisors Preferred LLC2,963$417K0.1%N/A0.071%
1/24/2025 U.S. Capital Wealth Advisors LLC4,483$633K0.0%N/A0.108%
1/24/2025 Total Clarity Wealth Management Inc.5,068$716K0.2%-41.8%0.122%
1/22/2025 Slow Capital Inc.18,526$2.62M0.4%-1.6%0.446%
1/22/2025 Blue Trust Inc.723$108K0.0%+186.9%0.017%
1/21/2025 Patriot Investment Management Group Inc.5,645$797K0.1%-3.1%0.136%
1/17/2025 Janney Montgomery Scott LLC2,124$300K0.0%-12.2%0.051%
1/15/2025 Astoria Portfolio Advisors LLC.1,447$205K0.1%-25.9%0.035%
1/13/2025 Sunflower Bank N.A.2,375$335K0.1%-48.4%0.057%
12/26/2024JPMorgan Chase & Co.6,560$976K0.0%+31.1%0.158%
11/25/2024Sanctuary Advisors LLC14,713$2.20M0.0%+184.3%0.355%
11/18/2024Toronto Dominion Bank1,149$171K0.0%N/A0.028%
11/15/2024MML Investors Services LLC3,132$466K0.0%N/A0.075%
11/15/2024Jane Street Group LLC7,054$1.05M0.0%-91.3%0.170%
11/15/2024Stifel Financial Corp5,338$794K0.0%+185.1%0.129%
11/15/2024Quantinno Capital Management LP8,474$1.26M0.0%+12.8%0.204%
11/15/2024HighTower Advisors LLC3,120$461K0.0%+17.2%0.075%
11/13/2024FMR LLC850$126K0.0%+33.6%0.020%
11/13/2024Fisher Asset Management LLC1,618,437$240.74M0.1%+10.3%38.998%
11/12/2024Cerity Partners LLC5,922$881K0.0%-7.4%0.143%
11/7/2024TrinityPoint Wealth LLC1,415$210K0.0%N/A0.034%
11/5/2024 Patron Partners LLC1,615$240K0.1%N/A0.039%
11/4/2024Venturi Wealth Management LLC307$46K0.0%+75.4%0.007%
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%
10/30/2024ASB Consultores LLC2,364$352K0.1%N/A0.057%
10/28/2024Gladstone Institutional Advisory LLC3,462$515K0.0%+49.2%0.083%
10/28/2024Interchange Capital Partners LLC3,038$452K0.2%N/A0.073%
10/22/2024Private Advisor Group LLC1,502$223K0.0%N/A0.036%
10/18/2024 Slow Capital Inc.18,835$2.80M0.4%+0.5%0.454%
10/18/2024 Blue 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%
10/7/2024Alpha 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%
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7/26/2024Bank of New York Mellon Corp3,196$432K0.0%-3.6%0.077%
7/24/2024 Slow 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%
5/8/2024Advisors Preferred LLC3,252$451K0.1%+339.5%0.078%
5/7/2024NTV 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%
2/13/2024Angeles Wealth Management LLC247$31K0.0%N/A0.008%
2/12/2024Laidlaw Wealth Management LLC5,415$690K0.3%-1.8%0.172%
2/9/2024Gladstone 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%
2/5/2024Transcend Capital Advisors LLC3,550$452K0.0%-11.0%0.113%
2/2/2024Atria Wealth Solutions Inc.3,867$493K0.0%+37.8%0.123%
1/31/2024 Slow Capital Inc.32,595$4.15M0.7%-2.9%1.035%
1/30/2024Vontobel Holding Ltd.8,000$1.02M0.0%-20.0%0.254%
1/26/2024Cerity Partners LLC8,494$1.08M0.0%+10.1%0.270%
1/24/2024Advisors 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%
1/19/2024 Fifth 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%
11/7/2023Advisors 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%
10/24/2023Cambridge Investment Research Advisors Inc.2,250$254K0.0%N/A0.071%
10/20/2023 Slow 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%
10/11/2023Vontobel Holding Ltd.10,000$1.13M0.0%-71.4%0.317%
8/14/2023Cerity Partners LLC10,033$1.21M0.0%-20.3%0.319%
8/11/2023 Cibc World Market Inc.6,431$773K0.0%+16.8%0.204%
8/10/2023Bessemer Group Inc.4,514$543K0.0%-52.1%0.143%
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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%
7/24/2023Vontobel 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%
(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, 67 institutional investors and hedge funds held shares of iShares Global Industrials ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($240.74M), Richard Bernstein Advisors LLC ($27.29M), CHURCHILL MANAGEMENT Corp ($15.16M), Cambria Investment Management L.P. ($12.40M), Financial Advocates Investment Management ($6.81M), Susquehanna International Group LLP ($4.95M), and Envestnet Asset Management Inc. ($3.98M).Learn more on EXI's institutional investors.

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

Of the 50 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 ($723.12K), 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), Vontobel Holding Ltd. ($21.75K), and Sanctuary Advisors LLC ($14.71K).

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

Institutional investors have bought a total of 1,326,198 shares in the last 24 months. This purchase volume represents approximately $166.63M in transactions.

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

Of the 31 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: Jane Street Group LLC ($74.33K), Bessemer Group Inc. ($36.91K), Vontobel Holding Ltd. ($27K), Wilbanks Smith & Thomas Asset Management LLC ($21.21K), Slow Capital Inc. ($20.68K), Cambria Investment Management L.P. ($13.66K), and CHURCHILL MANAGEMENT Corp ($8.63K).

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

Institutional investors have sold a total of 240,880 shares in the last 24 months. This volume of shares sold represents approximately $30.87M in transactions.



This page (NYSEARCA:EXI) was last updated on 1/28/2025 by MarketBeat.com Staff
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