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iShares Global Industrials ETF (EXI) Institutional Ownership

iShares Global Industrials ETF logo
$197.73 +1.28 (+0.65%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$206.29M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$214.16M
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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
7/2/2026 CX Institutional719$144K0.0%-87.3%0.010%
5/22/2026Wellington Grp LLC153$28K0.0%N/A0.002%
5/19/2026Bank of America Corp DE113,061$20.47M0.0%+1.1%1.615%
5/18/2026Royal Bank of Canada15,345$2.78M0.0%-3.5%0.219%
5/16/2026Quantinno Capital Management LP17,623$3.19M0.0%-1.5%0.252%
5/6/2026Bartlett & CO. Wealth Management LLC1,000$192K0.0%N/A0.014%
5/6/2026Assetmark Inc.194$35K0.0%+47.0%0.003%
5/6/2026Bessemer Group Inc.1,899$344K0.0%+18.3%0.027%
5/5/2026Sanctuary Advisors LLC3,013$545K0.0%-4.4%0.043%
5/5/2026Sigma Planning Corp3,660$662K0.0%-6.5%0.052%
5/4/2026Uptick Partners LLC1,399$253K0.1%N/A0.020%
5/1/2026Fifth Third Bancorp4,346$787K0.0%+405.3%0.062%
4/27/2026Private Advisor Group LLC2,684$486K0.0%+21.1%0.041%
4/27/2026Elevation Point Wealth Partners LLC1,131$205K0.0%N/A0.017%
4/22/2026 Decision Investments Inc.4,529$820K0.9%-1.5%0.069%
4/17/2026 Wealth Management Partners LLC2,515$455K0.1%+24.0%0.038%
4/17/2026 Total Clarity Wealth Management Inc.4,247$769K0.2%-3.1%0.065%
3/17/2026Rockefeller Capital Management L.P.1,233$216K0.0%+200.0%0.021%
3/12/2026Nalls Sherbakoff Group LLC666$117K0.1%N/A0.011%
2/24/2026Astoria Portfolio Advisors LLC.1,024$180K0.0%N/A0.018%
2/18/2026NewEdge Advisors LLC1,279$224K0.0%-34.5%0.022%
2/17/2026Cetera Investment Advisers2,565$450K0.0%-63.2%0.044%
2/17/2026Equitable Holdings Inc.4,107$720K0.0%+4.9%0.070%
2/17/2026Osaic Holdings Inc.3,913$686K0.0%-2.0%0.067%
2/17/2026Advisory Services Network LLC1,792$314K0.0%+7.0%0.031%
2/17/2026Captrust Financial Advisors1,407$247K0.0%-7.6%0.024%
2/17/2026Royal Bank of Canada15,904$2.79M0.0%-44.9%0.272%
2/16/2026Arax Advisory Partners175$31K0.0%N/A0.003%
2/13/2026Kestra Advisory Services LLC238$42K0.0%N/A0.004%
2/13/2026Van ECK Associates Corp40,695$7.14M0.0%N/A0.696%
2/13/2026Wells Fargo & Company MN24,575$4.31M0.0%+13.7%0.420%
2/12/2026Jane Street Group LLC1,556$273K0.0%-92.4%0.027%
2/12/2026Commonwealth Equity Services LLC25,704$4.51M0.0%+707.8%0.439%
2/11/2026Cerity Partners LLC5,007$878K0.0%-1.5%0.086%
2/11/2026LPL Financial LLC19,889$3.49M0.0%-5.3%0.340%
2/11/2026O Shaughnessy Asset Management LLC174$31K0.0%+62.6%0.003%
2/10/2026Cibc World Market Inc.6,296$1.10M0.0%-2.0%0.108%
2/10/2026Goldman Sachs Group Inc.3,559$624K0.0%N/A0.061%
2/10/2026Baker Avenue Asset Management LP6,383$1.12M0.0%-2.8%0.109%
2/9/2026Fisher Asset Management LLC2,497,916$437.99M0.1%+14.8%42.699%
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2/9/2026Private Capital Advisors Inc.2,949$517K0.1%N/A0.050%
2/9/2026Buckhead Capital Management LLC1,235$217K0.1%N/A0.021%
2/6/2026HighTower Advisors LLC115,587$20.27M0.0%+2,289.1%1.976%
2/5/2026Northwestern Mutual Wealth Management Co.22,756$3.99M0.0%+18,400.8%0.389%
2/5/2026 Plancorp LLC1,179$207K0.0%-33.0%0.020%
2/5/2026Allworth Financial LP266$47K0.0%+192.3%0.005%
2/3/2026Richard Bernstein Advisors LLC3,940$691K0.0%-98.4%0.067%
2/2/2026 Total Clarity Wealth Management Inc.4,385$769K0.2%+20.3%0.075%
1/29/2026Comerica Bank3,545$622K0.0%-12.9%0.061%
1/29/2026UBS Group AG14,442$2.53M0.0%-47.3%0.249%
1/29/2026Sanctuary Advisors LLC3,152$553K0.0%-73.7%0.054%
1/26/2026 Slow Capital Inc.12,786$2.24M0.3%-1.3%0.220%
1/23/2026Capital Investment Counsel Inc247$43K0.0%N/A0.004%
1/13/2026Buttonwood Financial Group LLC9,752$1.79M1.0%N/A0.176%
1/8/2026 Wealth Enhancement Advisory Services LLC1,298$237K0.0%N/A0.024%
12/1/2025Cambria Investment Management L.P.51,621$8.92M0.5%-2.4%1.012%
11/18/2025Advisory Services Network LLC1,675$289K0.0%+7.2%0.033%
11/17/2025NewEdge Advisors LLC1,954$338K0.0%-7.1%0.038%
11/17/2025Susquehanna International Group LLP60,935$10.53M0.0%-9.3%1.195%
11/17/2025Qube Research & Technologies Ltd353$61K0.0%-74.7%0.007%
11/17/2025Mariner LLC4,147$716K0.0%+5.2%0.081%
11/17/2025National Bank of Canada FI1,307$226K0.0%-85.0%0.026%
11/17/2025Elevation Point Wealth Partners LLC6,663$1.15M0.1%N/A0.131%
11/17/2025Citadel Advisors LLC37,564$6.49M0.0%N/A0.737%
11/17/2025Bank of America Corp DE755,119$130.45M0.0%-3.0%14.806%
11/17/2025Ameriprise Financial Inc.35,716$6.17M0.0%N/A0.700%
11/14/2025Raymond James Financial Inc.12,244$2.12M0.0%-3.0%0.240%
11/14/2025Equitable Holdings Inc.3,915$676K0.0%+4.7%0.077%
11/14/2025PGIM Custom Harvest LLC105,300$18.19M0.3%-1.9%2.065%
11/14/2025Glenmede Investment Management LP842$145K0.0%-49.7%0.017%
11/13/2025UBS Group AG27,413$4.74M0.0%+8.5%0.538%
11/13/2025Richard Bernstein Advisors LLC240,338$41.53M1.2%-45.4%4.713%
11/13/2025Private Advisor Group LLC2,070$358K0.0%+5.9%0.041%
11/12/2025Cresset Asset Management LLC10,403$1.80M0.0%+2.5%0.204%
11/12/2025Fisher Asset Management LLC2,175,019$375.74M0.1%+17.5%42.647%
11/12/2025PKS Advisory Services LLC2,800$484K0.1%-15.2%0.055%
11/10/2025Wharton Business Group LLC59,070$10.20M0.4%-0.2%1.158%
11/6/2025Cibc World Market Inc.6,422$1.11M0.0%+2.0%0.126%
11/5/2025Envestnet Asset Management Inc.66,271$11.45M0.0%-1.4%1.299%
11/4/2025Jones Financial Companies Lllp3,362$576K0.0%+35.2%0.066%
11/3/2025AE Wealth Management LLC290$50K0.0%+147.9%0.006%
11/3/2025Investor s Fiduciary Advisor Network LLC3,030$523K0.2%+16.4%0.059%
10/29/2025 Slow Capital Inc.12,949$2.24M0.3%-2.2%0.212%
10/23/2025 CX Institutional511$88K0.0%+57.2%0.008%
10/21/2025NTV Asset Management LLC8,700$1.50M0.2%-1.1%0.143%
10/16/2025 Blue Trust Inc.1,276$220K0.0%+5.6%0.021%
10/15/2025 Financial Management Professionals Inc.13,426$2.32M0.2%-5.0%0.222%
10/14/2025 Farther Finance Advisors LLC379$66K0.0%-25.2%0.006%
9/4/2025Osaic Holdings Inc.3,601$593K0.0%+3.6%0.062%
8/18/2025Front Row Advisors LLC1,372$227K0.1%-13.1%0.023%
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8/15/2025Two Sigma Securities LLC1,673$277K0.0%N/A0.029%
8/15/2025IHT Wealth Management LLC4,997$826K0.0%N/A0.085%
8/15/2025Bank of America Corp DE778,692$128.78M0.0%-29.3%13.311%
8/14/2025Jane Street Group LLC4,372$723K0.0%-88.4%0.075%
8/14/2025Raymond James Financial Inc.12,628$2.09M0.0%+20.7%0.216%
8/14/2025Quantinno Capital Management LP17,486$2.89M0.0%+6.1%0.299%
8/14/2025NewEdge Advisors LLC2,103$348K0.0%+737.8%0.036%
8/14/2025Qube Research & Technologies Ltd1,393$230K0.0%N/A0.024%
8/14/2025Baker Avenue Asset Management LP6,653$1.10M0.0%-5.9%0.114%
8/14/2025Cerity Partners LLC4,867$805K0.0%-9.6%0.083%


EXI Institutional Ownership - Frequently Asked Questions

During the previous two years, 115 institutional investors and hedge funds held shares of iShares Global Industrials ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($437.99M), Phoenix Financial Ltd. ($35.61M), Bank of America Corp DE ($20.47M), HighTower Advisors LLC ($20.27M), PGIM Custom Harvest LLC ($18.19M), Envestnet Asset Management Inc. ($11.45M), and Susquehanna International Group LLP ($10.53M).Learn more on iShares Global Industrials ETF's institutional investors.

Of the 94 institutional investors that purchased iShares Global Industrials ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($969.79K), Assetmark Inc. ($244.89K), Phoenix Financial Ltd. ($215.30K), HighTower Advisors LLC ($113.11K), National Bank of Canada FI ($79.53K), PGIM Custom Harvest LLC ($59.48K), and Ameriprise Financial Inc. ($51.60K).

Institutional investors have bought a total of 1,195,380 shares in the last 24 months. This purchase volume represents approximately $206.29M in transactions.

Of the 44 institutional investors that sold iShares Global Industrials ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Richard Bernstein Advisors LLC ($435.96K), Bank of America Corp DE ($345.73K), Fisher Asset Management LLC ($331.08K), Jane Street Group LLC ($52.09K), Envestnet Asset Management Inc. ($23.71K), Royal Bank of Canada ($13.52K), and UBS Group AG ($12.97K).

Institutional investors have sold a total of 1,264,902 shares in the last 24 months. This volume of shares sold represents approximately $214.16M in transactions.


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This page (NYSEARCA:EXI) was last updated on 7/25/2026 by MarketBeat.com Staff.
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