iShares Global Industrials ETF (EXI) Institutional Ownership

$140.39
+0.41 (+0.29%)
(As of 05/14/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$124.04M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$11.46M
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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
5/13/2024 Bessemer 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%
3/5/2024 Fisher 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%
2/9/2024Gladstone 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%
2/6/2024 Fisher Asset Management LLC1,076,194$137.14M0.1%+32.8%34.165%
2/6/2024 Wilbanks 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%
2/2/2024 Atria 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%
1/30/2024 Vontobel Holding Ltd.8,000$1.02M0.0%-20.0%0.254%
1/26/2024Cerity Partners LLC8,494$1.08M0.0%+10.1%0.270%
1/24/2024 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%
1/19/2024 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%
1/16/2024 Raymond James & Associates1,923$245K0.0%N/A0.061%
1/10/2024 Wealth Management Partners LLC2,532$323K0.2%-17.4%0.080%
11/15/2023 Baker Avenue Asset Management LP6,815$770K0.0%+3.6%0.216%
11/14/2023 Richard 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%
11/8/2023 Atria 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%
11/8/2023 Oppenheimer Asset Management Inc.4,614$521K0.0%+7.8%0.146%
11/7/2023 Advisors Preferred LLC361$40K0.0%N/A0.011%
10/27/2023 Assetmark 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%
10/24/2023 Bank 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%
10/20/2023 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%
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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%
8/11/2023 Cibc World Market Inc.6,431$773K0.0%+16.8%0.204%
8/10/2023 Bessemer 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%
8/8/2023 Wilbanks Smith & Thomas Asset Management LLC9,847$1.18M0.0%-68.3%0.252%
8/3/2023 Atria Wealth Solutions Inc.7,912$951K0.0%+6.7%0.203%
8/3/2023 Oppenheimer Asset Management Inc.4,282$515K0.0%N/A0.110%
8/2/2023 Bank of Montreal Can255$31K0.0%N/A0.007%
7/31/2023 LPL 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%
7/18/2023 Avantax 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%
5/15/2023 Financial 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%
5/10/2023 Bessemer Group Inc.9,419$1.08M0.0%-76.1%0.319%
5/5/2023 Wilbanks Smith & Thomas Asset Management LLC31,057$3.55M0.1%N/A1.053%
5/4/2023 CX Institutional1,912$219K0.0%N/A0.065%
5/1/2023 Fisher 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%
4/26/2023 Slow 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%
4/12/2023 Vontobel Holding Ltd.25,000$2.85M0.0%+88.7%0.847%
2/13/2023 Bessemer 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%
2/8/2023 UBS Group AG19,171$2.04M0.0%-21.2%0.618%
2/7/2023 LPL Financial LLC6,714$715K0.0%-9.9%0.217%
2/7/2023IFP Advisors Inc329$30K0.0%-32.2%0.011%
2/3/2023 Fisher Asset Management LLC97,577$10.39M0.0%+72.0%3.148%
2/1/2023Gladstone Institutional Advisory LLC2,139$228K0.0%N/A0.069%
1/26/2023Vigilant Capital Management LLC420$45K0.0%+61.5%0.014%
1/20/2023 Miracle Mile Advisors LLC5,858$624K0.0%-12.2%0.195%
1/19/2023 Sunflower Bank N.A.5,585$595K0.1%-28.2%0.186%
11/15/2022 Baker Avenue Asset Management LP5,632$507K0.0%+5.2%0.213%
11/14/2022Royal Bank of Canada65,305$5.87M0.0%+63.9%2.464%
11/10/2022 UBS Group AG24,324$2.19M0.0%+23.0%0.918%
11/9/2022 Bessemer Group Inc.28,709$2.58M0.0%-33.3%1.083%
11/8/2022 Fisher Asset Management LLC56,722$5.10M0.0%+43.5%2.140%
11/4/2022 Vontobel Holding Ltd.10,000$899K0.0%+33.3%0.377%
11/4/2022Prudential Financial Inc.39,856$3.86M0.0%+2.8%1.504%
11/4/2022First Republic Investment Management Inc.2,944$265K0.0%N/A0.111%
10/31/2022 Wharton Business Group LLC165,455$14.88M1.0%-0.4%6.244%
10/28/2022 Sunflower Bank N.A.7,783$700K0.2%-30.7%0.294%
10/27/2022 Slow Capital Inc.28,651$2.58M0.6%-10.7%1.081%
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10/24/2022 Miracle Mile Advisors LLC6,670$600K0.0%+15.0%0.243%
9/16/2022 Private Trust Co. NA501$48K0.0%N/A0.016%
9/13/2022 Sunflower Bank N.A.11,231$1.08M0.2%-57.4%0.357%
8/15/2022 Atria Wealth Solutions Inc.7,804$750K0.0%-1.9%0.248%
8/13/2022 Wharton Business Group LLC166,065$15.96M1.1%-0.7%5.272%
8/10/2022 Cibc World Market Inc.4,146$399K0.0%+6.9%0.132%
8/4/2022 Fifth Third Bancorp1,801$173K0.0%-31.0%0.057%
8/3/2022 Baker Avenue Asset Management LP5,353$515K0.0%-46.4%0.170%
8/1/2022 US Bancorp DE760$73K0.0%+49.0%0.024%
7/28/2022 Slow Capital Inc.32,074$3.08M0.7%-7.3%1.018%
(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, 52 institutional investors and hedge funds held shares of iShares Global Industrials ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($137.01M), Bank of America Corp DE ($35.92M), Richard Bernstein Advisors LLC ($27.29M), CHURCHILL MANAGEMENT Corp ($15.16M), Wharton Business Group LLC ($14.88M), Cambria Investment Management L.P. ($12.40M), and Financial Advocates Investment Management ($6.81M).Learn more on EXI's institutional investors.

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

Of the 37 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), Vontobel Holding Ltd. ($26.75K), and Royal Bank of Canada ($25.47K).

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

Institutional investors have bought a total of 1,180,444 shares in the last 24 months. This purchase volume represents approximately $141.24M in transactions.

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

Of the 27 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: Bank of America Corp DE ($100.78K), Bessemer Group Inc. ($51.27K), Vontobel Holding Ltd. ($27K), Sunflower Bank N.A. ($21.78K), Wilbanks Smith & Thomas Asset Management LLC ($21.21K), Cambria Investment Management L.P. ($13.66K), and Slow Capital Inc. ($12.45K).

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

Institutional investors have sold a total of 301,496 shares in the last 24 months. This volume of shares sold represents approximately $33.82M in transactions.


This page (NYSEARCA:EXI) was last updated on 5/14/2024 by MarketBeat.com Staff

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