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iShares Global Industrials ETF (EXI) Institutional Ownership

iShares Global Industrials ETF logo
$197.16 +2.77 (+1.42%)
As of 09/3/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Global Industrials ETF (NYSEARCA:EXI)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$168.80M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$108.89M
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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
9/2/2026 Citadel Advisors LLC8,503$1.71M0.0%-88.4%0.118%
8/27/2026 Corient Private Wealth LP1,054$211K0.0%N/A0.015%
8/27/2026 Tucker Asset Management LLC950$190K0.0%+275.5%0.013%
8/23/2026 Angeles Wealth Management LLC161$32K0.0%N/A0.002%
8/22/2026 Investor s Fiduciary Advisor Network LLC3,288$659K0.2%-1.7%0.046%
8/19/2026 Ferguson Wellman Capital Management Inc.1,905$268K0.0%N/A0.026%
7/2/2026 CX Institutional719$144K0.0%-87.3%0.010%
5/22/2026 Wellington Grp LLC153$28K0.0%N/A0.002%
5/19/2026 Bank of America Corp DE113,061$20.47M0.0%+1.1%1.615%
5/18/2026 Royal Bank of Canada15,345$2.78M0.0%-3.5%0.219%
5/16/2026 Quantinno Capital Management LP17,623$3.19M0.0%-1.5%0.252%
5/6/2026 Bartlett & CO. Wealth Management LLC1,000$192K0.0%N/A0.014%
5/6/2026 Assetmark Inc.194$35K0.0%+47.0%0.003%
5/6/2026 Bessemer Group Inc.1,899$344K0.0%+18.3%0.027%
5/5/2026 Sanctuary Advisors LLC3,013$545K0.0%-4.4%0.043%
5/5/2026 Sigma Planning Corp3,660$662K0.0%-6.5%0.052%
5/4/2026 Uptick Partners LLC1,399$253K0.1%N/A0.020%
5/1/2026 Fifth Third Bancorp4,346$787K0.0%+405.3%0.062%
4/27/2026 Private Advisor Group LLC2,684$486K0.0%+21.1%0.041%
4/27/2026 Elevation 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%
3/17/2026 Rockefeller Capital Management L.P.1,233$216K0.0%+200.0%0.021%
3/12/2026 Nalls Sherbakoff Group LLC666$117K0.1%N/A0.011%
2/24/2026 Astoria Portfolio Advisors LLC.1,024$180K0.0%N/A0.018%
2/18/2026 NewEdge Advisors LLC1,279$224K0.0%-34.5%0.022%
2/17/2026 Cetera Investment Advisers2,565$450K0.0%-63.2%0.044%
2/17/2026 Equitable Holdings Inc.4,107$720K0.0%+4.9%0.070%
2/17/2026 Osaic Holdings Inc.3,913$686K0.0%-2.0%0.067%
2/17/2026 Advisory Services Network LLC1,792$314K0.0%+7.0%0.031%
2/17/2026 Captrust Financial Advisors1,407$247K0.0%-7.6%0.024%
2/17/2026 Royal Bank of Canada15,904$2.79M0.0%-44.9%0.272%
2/16/2026 Arax Advisory Partners175$31K0.0%N/A0.003%
2/13/2026 Kestra Advisory Services LLC238$42K0.0%N/A0.004%
2/13/2026 Van ECK Associates Corp40,695$7.14M0.0%N/A0.696%
2/13/2026 Wells Fargo & Company MN24,575$4.31M0.0%+13.7%0.420%
2/12/2026 Jane Street Group LLC1,556$273K0.0%-92.4%0.027%
2/12/2026 Commonwealth Equity Services LLC25,704$4.51M0.0%+707.8%0.439%
2/11/2026 Cerity Partners LLC5,007$878K0.0%-1.5%0.086%
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2/11/2026 LPL Financial LLC19,889$3.49M0.0%-5.3%0.340%
2/11/2026 O Shaughnessy Asset Management LLC174$31K0.0%+62.6%0.003%
2/10/2026 Cibc World Market Inc.6,296$1.10M0.0%-2.0%0.108%
2/10/2026 Goldman Sachs Group Inc.3,559$624K0.0%N/A0.061%
2/10/2026 Baker Avenue Asset Management LP6,383$1.12M0.0%-2.8%0.109%
2/9/2026 Fisher Asset Management LLC2,497,916$437.99M0.1%+14.8%42.699%
2/9/2026 Private Capital Advisors Inc.2,949$517K0.1%N/A0.050%
2/9/2026 Buckhead Capital Management LLC1,235$217K0.1%N/A0.021%
2/6/2026 HighTower Advisors LLC115,587$20.27M0.0%+2,289.1%1.976%
2/5/2026 Northwestern 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%
2/5/2026 Allworth 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%
1/29/2026 UBS Group AG14,442$2.53M0.0%-47.3%0.249%
1/29/2026 Sanctuary Advisors LLC3,152$553K0.0%-73.7%0.054%
1/26/2026 Slow Capital Inc.12,786$2.24M0.3%-1.3%0.220%
1/23/2026 Capital Investment Counsel Inc247$43K0.0%N/A0.004%
1/13/2026 Buttonwood Financial Group LLC9,752$1.79M1.0%N/A0.176%
1/8/2026 Wealth Enhancement Advisory Services LLC1,298$237K0.0%N/A0.024%
12/1/2025 Cambria Investment Management L.P.51,621$8.92M0.5%-2.4%1.012%
11/18/2025 Advisory Services Network LLC1,675$289K0.0%+7.2%0.033%
11/17/2025 NewEdge Advisors LLC1,954$338K0.0%-7.1%0.038%
11/17/2025 Susquehanna International Group LLP60,935$10.53M0.0%-9.3%1.195%
11/17/2025 Qube Research & Technologies Ltd353$61K0.0%-74.7%0.007%
11/17/2025 Mariner LLC4,147$716K0.0%+5.2%0.081%
11/17/2025 National Bank of Canada FI1,307$226K0.0%-85.0%0.026%
11/17/2025 Elevation Point Wealth Partners LLC6,663$1.15M0.1%N/A0.131%
11/17/2025 Citadel Advisors LLC37,564$6.49M0.0%N/A0.737%
11/17/2025 Bank of America Corp DE755,119$130.45M0.0%-3.0%14.806%
11/17/2025 Ameriprise Financial Inc.35,716$6.17M0.0%N/A0.700%
11/14/2025 Raymond James Financial Inc.12,244$2.12M0.0%-3.0%0.240%
11/14/2025 Equitable Holdings Inc.3,915$676K0.0%+4.7%0.077%
11/14/2025 PGIM Custom Harvest LLC105,300$18.19M0.3%-1.9%2.065%
11/14/2025Glenmede Investment Management LP842$145K0.0%-49.7%0.017%
11/13/2025 UBS Group AG27,413$4.74M0.0%+8.5%0.538%
11/13/2025Richard Bernstein Advisors LLC240,338$41.53M1.2%-45.4%4.713%
11/13/2025 Private Advisor Group LLC2,070$358K0.0%+5.9%0.041%
11/12/2025 Cresset Asset Management LLC10,403$1.80M0.0%+2.5%0.204%
11/12/2025 Fisher Asset Management LLC2,175,019$375.74M0.1%+17.5%42.647%
11/12/2025 PKS Advisory Services LLC2,800$484K0.1%-15.2%0.055%
11/10/2025 Wharton Business Group LLC59,070$10.20M0.4%-0.2%1.158%
11/6/2025 Cibc World Market Inc.6,422$1.11M0.0%+2.0%0.126%
11/5/2025 Envestnet Asset Management Inc.66,271$11.45M0.0%-1.4%1.299%
11/4/2025 Jones Financial Companies Lllp3,362$576K0.0%+35.2%0.066%
11/3/2025 AE Wealth Management LLC290$50K0.0%+147.9%0.006%
11/3/2025 Investor 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%
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10/21/2025 NTV 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%
9/4/2025 Osaic Holdings Inc.3,601$593K0.0%+3.6%0.062%
8/18/2025 Front Row Advisors LLC1,372$227K0.1%-13.1%0.023%
8/15/2025 Two Sigma Securities LLC1,673$277K0.0%N/A0.029%
8/15/2025 IHT Wealth Management LLC4,997$826K0.0%N/A0.085%
8/15/2025 Bank of America Corp DE778,692$128.78M0.0%-29.3%13.311%
8/14/2025 Jane Street Group LLC4,372$723K0.0%-88.4%0.075%


EXI Institutional Ownership - Frequently Asked Questions

During the previous two years, 118 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 98 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 967,853 shares in the last 24 months. This purchase volume represents approximately $168.80M in transactions.

Of the 37 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), Citadel Advisors LLC ($64.81K), Bank of America Corp DE ($23.57K), Jane Street Group LLC ($18.92K), Royal Bank of Canada ($13.52K), UBS Group AG ($12.97K), and Sanctuary Advisors LLC ($8.96K).

Institutional investors have sold a total of 614,568 shares in the last 24 months. This volume of shares sold represents approximately $108.89M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:EXI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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