iShares Global Industrials ETF (EXI) Institutional Ownership

$134.71
-0.65 (-0.48%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$127.47M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$15.37M
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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
4/16/2024 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%
2/8/2024Financial 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%
1/16/2024 Raymond James & Associates1,923$245K0.0%N/A0.061%
1/10/2024 Wealth Management Partners LLC2,532$323K0.2%-17.4%0.080%
11/15/2023Baker 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%
10/27/2023Financial 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%
10/24/2023 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%
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%
8/11/2023Cibc World Market Inc.6,431$773K0.0%+16.8%0.204%
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8/10/2023Bessemer 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%
8/8/2023Wilbanks 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%
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%
5/15/2023Financial 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%
5/10/2023Bessemer Group Inc.9,419$1.08M0.0%-76.1%0.319%
5/5/2023Wilbanks Smith & Thomas Asset Management LLC31,057$3.55M0.1%N/A1.053%
5/4/2023 CX Institutional1,912$219K0.0%N/A0.065%
5/1/2023Fisher 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%
4/12/2023Vontobel Holding Ltd.25,000$2.85M0.0%+88.7%0.847%
2/13/2023Bessemer Group Inc.39,400$4.20M0.0%+37.2%1.271%
2/13/2023Tcwp LLC9,895$1.05M0.2%-1.2%0.319%
2/8/2023NTV Asset Management LLC9,400$1.00M0.2%-2.1%0.303%
2/8/2023UBS Group AG19,171$2.04M0.0%-21.2%0.618%
2/7/2023LPL Financial LLC6,714$715K0.0%-9.9%0.217%
2/7/2023IFP Advisors Inc329$30K0.0%-32.2%0.011%
2/3/2023Fisher 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%
11/15/2022Baker 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%
11/10/2022UBS Group AG24,324$2.19M0.0%+23.0%0.918%
11/9/2022Bessemer Group Inc.28,709$2.58M0.0%-33.3%1.083%
11/8/2022Fisher Asset Management LLC56,722$5.10M0.0%+43.5%2.140%
11/4/2022Vontobel 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%
10/31/2022Wharton 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%
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%
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8/15/2022Atria Wealth Solutions Inc.7,804$750K0.0%-1.9%0.248%
8/13/2022Wharton Business Group LLC166,065$15.96M1.1%-0.7%5.272%
8/10/2022Cibc World Market Inc.4,146$399K0.0%+6.9%0.132%
8/4/2022 Fifth Third Bancorp1,801$173K0.0%-31.0%0.057%
8/3/2022Baker Avenue Asset Management LP5,353$515K0.0%-46.4%0.170%
8/1/2022US Bancorp DE760$73K0.0%+49.0%0.024%
7/28/2022 Slow Capital Inc.32,074$3.08M0.7%-7.3%1.018%
7/27/2022Vontobel Holding Ltd.7,500$721K0.0%+50.0%0.238%
7/21/2022 Charter Oak Capital Management LLC8,163$785K0.1%N/A0.259%
7/19/2022Commonwealth Equity Services LLC2,291$220K0.0%N/A0.073%
(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, 56 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 42 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 1,193,636 shares in the last 24 months. This purchase volume represents approximately $142.71M in transactions.

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

Of the 28 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. ($49.25K), 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 302,998 shares in the last 24 months. This volume of shares sold represents approximately $33.94M in transactions.


This page (NYSEARCA:EXI) was last updated on 4/25/2024 by MarketBeat.com Staff

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