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iShares Global Industrials ETF (EXI) Institutional Ownership

iShares Global Industrials ETF logo
$149.47 +0.87 (+0.59%)
As of 05/1/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$113.31M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$27.44M
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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
4/30/2025 Cerity Partners LLC5,382$782K0.0%-5.6%0.078%
4/30/2025 NTV Asset Management LLC8,900$1.29M0.2%-2.2%0.129%
4/29/2025 Richard Bernstein Advisors LLC623,365$90.63M2.2%-4.0%9.034%
4/29/2025 Envestnet Asset Management Inc.89,977$13.08M0.0%-9.7%1.304%
4/29/2025 Investor s Fiduciary Advisor Network LLC2,334$339K0.2%+51.0%0.034%
4/29/2025 Bank of New York Mellon Corp6,601$960K0.0%-5.1%0.096%
4/24/2025 Patron Partners LLC1,440$209K0.1%-10.3%0.022%
4/24/2025 Transcend Capital Advisors LLC10,148$1.48M0.1%-3.7%0.155%
4/23/2025 Bessemer Group Inc.1,520$221K0.0%-40.4%0.023%
4/22/2025 Cambridge Investment Research Advisors Inc.4,487$652K0.0%-5.5%0.069%
4/21/2025 Provident Wealth Management LLC500$73K0.0%N/A0.008%
4/21/2025 Blue Trust Inc.1,734$252K0.0%+141.5%0.026%
4/17/2025 Janney Montgomery Scott LLC1,622$236K0.0%-23.6%0.025%
4/15/2025 CX Institutional409$59K0.0%N/A0.006%
4/14/2025 Farther Finance Advisors LLC370$54K0.0%N/A0.006%
2/18/2025GTS Securities LLC3,061$432K0.0%N/A0.074%
2/17/2025Quantinno Capital Management LP10,813$1.53M0.0%+27.6%0.261%
2/17/2025 Investor s Fiduciary Advisor Network LLC1,546$218K0.1%N/A0.037%
2/17/2025Cresset Asset Management LLC8,439$1.19M0.0%-36.8%0.203%
2/17/2025Cetera Investment Advisers10,499$1.48M0.0%+48.9%0.253%
2/17/2025Citadel Advisors LLC2,516$355K0.0%-29.9%0.061%
2/17/2025Baker Avenue Asset Management LP6,933$979K0.0%+1.9%0.167%
2/17/2025Beaumont Capital Management LLC2,054$290K0.2%N/A0.049%
2/17/2025Bank of America Corp DE1,165,666$164.63M0.0%-2.4%28.088%
2/17/2025Ameriprise Financial Inc.15,885$2.24M0.0%N/A0.383%
2/14/2025Jane Street Group LLC23,899$3.38M0.0%+238.8%0.576%
2/14/2025Comerica Bank4,650$657K0.0%-3.5%0.112%
2/14/2025Susquehanna International Group LLP16,661$2.35M0.0%+40.4%0.401%
2/14/2025Stifel Financial Corp5,226$738K0.0%-2.1%0.126%
2/13/2025Hanlon Investment Management Inc.2,128$301K0.1%N/A0.051%
2/13/2025Mariner LLC2,772$391K0.0%+3.5%0.067%
2/13/2025Raymond James Financial Inc.3,780$534K0.0%N/A0.091%
2/13/2025 Cerity Partners LLC5,699$805K0.0%-3.8%0.137%
2/13/2025 Envestnet Asset Management Inc.99,683$14.08M0.0%+11.2%2.402%
2/13/2025Wells Fargo & Company MN20,905$2.95M0.0%+1.0%0.504%
2/12/2025National Bank of Canada FI33,861$4.78M0.0%+5,688.2%0.816%
2/12/2025JPMorgan Chase & Co.8,356$1.18M0.0%+27.4%0.201%
2/12/2025PKS Advisory Services LLC3,333$471K0.1%N/A0.080%
2/11/2025 Interchange Capital Partners LLC2,843$402K0.1%-6.4%0.069%
2/11/2025LPL Financial LLC13,976$1.97M0.0%+3.1%0.337%
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2/10/2025 Envestnet Portfolio Solutions Inc.4,784$676K0.0%+137.7%0.115%
2/10/2025Commonwealth Equity Services LLC2,811$397K0.0%-4.7%0.068%
2/10/2025Hopwood Financial Services Inc.325$46K0.0%N/A0.008%
2/7/2025HighTower Advisors LLC5,023$709K0.0%+61.0%0.121%
2/6/2025Raymond James Financial Inc.3,780$534K0.0%N/A0.091%
2/6/2025Atria Investments Inc7,703$1.09M0.0%+14.2%0.186%
2/6/2025Assetmark Inc.245,376$34.65M0.1%+44,352.2%5.913%
2/6/2025Jones Financial Companies Lllp1,018$144K0.0%+82.8%0.025%
2/5/2025Purkiss Capital Advisors LLC2,728$385K0.3%N/A0.066%
2/5/2025US Bancorp DE845$119K0.0%+11.2%0.020%
2/5/2025Fisher Asset Management LLC1,790,393$252.86M0.1%+10.6%43.142%
2/4/2025 Richard Bernstein Advisors LLC649,102$91.67M2.1%-1.7%15.641%
2/4/2025 Bank of New York Mellon Corp6,957$982K0.0%-22.9%0.168%
2/3/2025Sigma Planning Corp3,993$564K0.0%-16.3%0.096%
2/3/2025 Transcend Capital Advisors LLC10,540$1.49M0.1%-1.8%0.254%
2/3/2025 Capital Investment Counsel Inc247$35K0.0%N/A0.006%
1/31/2025Atria Wealth Solutions Inc.2,016$285K0.0%N/A0.049%
1/31/2025Venturi Wealth Management LLC211$30K0.0%-31.3%0.005%
1/31/2025 NTV Asset Management LLC9,100$1.29M0.2%-3.2%0.219%
1/31/2025Sanctuary Advisors LLC14,509$2.16M0.0%-1.4%0.350%
1/30/2025Csenge Advisory Group6,567$927K0.1%N/A0.158%
1/30/2025 Principal Securities Inc.202$29K0.0%N/A0.005%
1/30/2025Aveo Capital Partners LLC25,710$3.63M0.4%N/A0.620%
1/30/2025 Blue Trust Inc.718$101K0.0%+184.9%0.017%
1/29/2025Gladstone Institutional Advisory LLC5,044$712K0.0%+45.7%0.122%
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%
1/22/2025Slow 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%
11/12/2024 Cerity 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%
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10/30/2024ASB Consultores LLC2,364$352K0.1%N/A0.057%
10/28/2024Gladstone Institutional Advisory LLC3,462$515K0.0%+49.2%0.083%
10/28/2024 Interchange Capital Partners LLC3,038$452K0.2%N/A0.073%
10/22/2024Private Advisor Group LLC1,502$223K0.0%N/A0.036%
10/18/2024Slow Capital Inc.18,835$2.80M0.4%+0.5%0.454%
10/18/2024 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%
10/7/2024 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%
(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, 89 institutional investors and hedge funds held shares of iShares Global Industrials ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($252.86M), Bank of America Corp DE ($164.63M), Richard Bernstein Advisors LLC ($90.63M), Assetmark Inc. ($34.65M), CHURCHILL MANAGEMENT Corp ($15.16M), Envestnet Asset Management Inc. ($13.08M), and Cambria Investment Management L.P. ($12.40M).Learn more on EXI's institutional investors.

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

Of the 72 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 ($854.22K), Assetmark Inc. ($244.82K), 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), and National Bank of Canada FI ($33.28K).

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

Institutional investors have bought a total of 1,835,451 shares in the last 24 months. This purchase volume represents approximately $240.76M in transactions.

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

Of the 39 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. ($37.94K), Richard Bernstein Advisors LLC ($36.81K), Bank of America Corp DE ($28.44K), Vontobel Holding Ltd. ($27K), Wilbanks Smith & Thomas Asset Management LLC ($21.21K), and Slow Capital Inc. ($20.18K).

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

Institutional investors have sold a total of 317,656 shares in the last 24 months. This volume of shares sold represents approximately $42.24M in transactions.



This page (NYSEARCA:EXI) was last updated on 5/2/2025 by MarketBeat.com Staff
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