EXI Institutional Ownership
iShares Global Industrials ETF
1W: -0.5%
1M: -1.0%
3M: -5.2%
YTD: +8.3%
1Y: +11.9%
3Y: +76.4%
5Y: +70.4%
$192.47
+2.55 (+1.34%)
Weekly Expected Move ±2.1%
$185
$188
$192
$196
$200
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — EXI
146
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
25
New Positions
39
Increased
46
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (157 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 3,027,680 | 583M | +272,789 | +9.9% | 29Q | SEC ↗ |
| 2 | BlackRock, Inc. | 576,732 | 111M | +10,318 | +1.8% | 8Q | SEC ↗ |
| 3 | Treasurer of the State of North Caroli NEW | 388,830 | 75M | — | +0.0% | 1Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 221,165 | 43M | +210,394 | +1953.3% | 14Q | SEC ↗ |
| 5 | Phoenix Financial Ltd. | 215,300 | 41M | — | +0.0% | 5Q | SEC ↗ |
| 6 | MORGAN STANLEY | 165,854 | 32M | +69,543 | +72.2% | 60Q | SEC ↗ |
| 7 | PGIM Custom Harvest LLC | 139,478 | 27M | -2,013 | -1.4% | 15Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 138,892 | 27M | +3,521 | +2.6% | 11Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 113,743 | 22M | +682 | +0.6% | 15Q | SEC ↗ |
| 10 | VAN ECK ASSOCIATES CORP | 75,024 | 14M | -68,160 | -47.6% | 3Q | SEC ↗ |
| 11 | Banco Santander, S.A. | 75,003 | 14M | +1,373 | +1.9% | 2Q | SEC ↗ |
| 12 | Federation des caisses Desjardins du Q | 70,021 | 13M | -5,655 | -7.5% | 37Q | SEC ↗ |
| 13 | TriCert Investment Counsel Inc. NEW | 60,961 | 12M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Wharton Business Group, LLC | 58,345 | 11M | — | +0.0% | 19Q | SEC ↗ |
| 15 | LPL Financial LLC | 37,368 | 7M | +16,024 | +75.1% | 39Q | SEC ↗ |
| 16 | Cambria Investment Management, L.P. | 36,344 | 7M | -19,602 | -35.0% | 10Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 30,565 | 6M | +1,882 | +6.6% | 17Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 29,895 | 6M | +285 | +1.0% | 78Q | SEC ↗ |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,733 | 6M | +8,596 | +42.7% | 15Q | SEC ↗ |
| 20 | UBS Group AG | 19,633 | 4M | +2,236 | +12.9% | 47Q | SEC ↗ |
| 21 | Quantinno Capital Management LP | 19,138 | 4M | +1,515 | +8.6% | 10Q | SEC ↗ |
| 22 | GTS SECURITIES LLC NEW | 18,111 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 23 | RAYMOND JAMES FINANCIAL INC | 16,945 | 3M | -109,299 | -86.6% | 7Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC | 16,790 | 3M | -34,314 | -67.1% | 4Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 15,213 | 3M | -132 | -0.9% | 67Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 14,578 | 3M | +10,005 | +218.8% | 3Q | SEC ↗ |
| 27 | VIAWEALTH, LLC | 12,537 | 2M | +620 | +5.2% | 2Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 12,223 | 2M | -509 | -4.0% | 12Q | SEC ↗ |
| 29 | FLOW TRADERS U.S. LLC | 9,620 | 2M | +2,945 | +44.1% | 2Q | SEC ↗ |
| 30 | Slow Capital, Inc. | 9,346 | 2M | -2,004 | -17.7% | 35Q | SEC ↗ |
| 31 | CIBC WORLD MARKET INC. | 8,779 | 2M | +2,429 | +38.3% | 21Q | SEC ↗ |
| 32 | Buttonwood Financial Group, LLC | 8,646 | 2M | +916 | +11.8% | 3Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC | 8,503 | 2M | -64,810 | -88.4% | 2Q | SEC ↗ |
| 34 | NTV Asset Management LLC | 8,100 | 2M | -300 | -3.6% | 68Q | SEC ↗ |
| 35 | Intesa Sanpaolo Wealth Management | 8,000 | 2M | — | +0.0% | 2Q | SEC ↗ |
| 36 | JONES FINANCIAL COMPANIES LLLP | 6,328 | 1M | +1,753 | +38.3% | 10Q | SEC ↗ |
| 37 | Gladstone Institutional Advisory LLC | 6,020 | 1M | +2,981 | +98.1% | 2Q | SEC ↗ |
| 38 | ENVESTNET ASSET MANAGEMENT INC | 5,688 | 1M | -889 | -13.5% | 12Q | SEC ↗ |
| 39 | PATRIOT INVESTMENT MANAGEMENT GROUP, I | 5,652 | 1M | +2 | +0.0% | 30Q | SEC ↗ |
| 40 | Baker Avenue Asset Management, LP | 5,469 | 1M | -386 | -6.6% | 36Q | SEC ↗ |
| 41 | Equitable Holdings, Inc. | 5,220 | 1M | +174 | +3.4% | 23Q | SEC ↗ |
| 42 | Arax Advisory Partners | 5,029 | 968K | +4,854 | +2773.7% | 3Q | SEC ↗ |
| 43 | U.S. Capital Wealth Advisors, LLC | 4,739 | 912K | +225 | +5.0% | 6Q | SEC ↗ |
| 44 | DECISION INVESTMENTS, INC | 4,556 | 877K | +27 | +0.6% | 3Q | SEC ↗ |
| 45 | OSAIC HOLDINGS, INC. | 4,414 | 850K | +167 | +3.9% | 26Q | SEC ↗ |
| 46 | FIFTH THIRD BANCORP | 4,328 | 833K | -18 | -0.4% | 26Q | SEC ↗ |
| 47 | Mariner, LLC | 4,326 | 833K | -43 | -1.0% | 16Q | SEC ↗ |
| 48 | Total Clarity Wealth Management, Inc. | 4,241 | 816K | -6 | -0.1% | 13Q | SEC ↗ |
| 49 | Avantax Planning Partners, Inc. | 4,206 | 810K | — | +0.0% | 23Q | SEC ↗ |
| 50 | Advisory Services Network, LLC | 4,179 | 804K | -325 | -7.2% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Treasurer of the State of North Car | 388,830 | 75M |
| TriCert Investment Counsel Inc. | 60,961 | 12M |
| GTS SECURITIES LLC | 18,111 | 3M |
| HRT FINANCIAL LP | 2,184 | 420K |
| FULCRUM WEALTH ADVISORS, LLC | 2,147 | 413K |
| KCM INVESTMENT ADVISORS LLC | 2,090 | 402K |
| BANK OF MONTREAL /CAN | 1,923 | 370K |
| Jupiter Topco LLC | 1,870 | 360K |
| Castleview Partners, LLC | 1,152 | 222K |
| BURKE & HERBERT BANK & TRUST CO | 1,085 | 209K |
| Cerity Partners LLC | 1,065 | 205K |
| Empirical Asset Management, LLC | 1,055 | 203K |
| Corient Private Wealth LP | 1,054 | 203K |
| MontVue Capital Management, Inc. | 1,050 | 202K |
| HSBC HOLDINGS PLC | 1,026 | 197K |
| Astoria Portfolio Advisors LLC. | 1,014 | 195K |
| Strategies Wealth Advisors, LLC | 1,009 | 194K |
| Prime Capital Investment Advisors, | 1,000 | 192K |
| MERCER GLOBAL ADVISORS INC /ADV | 593 | 114K |
| Integrated Wealth Concepts LLC | 289 | 56K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cresset Asset Management, LLC | 7,100 | 1M |
| Advyzon Investment Management, LLC | 3,729 | 718K |
| Private Capital Advisors, Inc. | 2,949 | 568K |
| Interchange Capital Partners, LLC | 2,714 | 522K |
| PKS Advisory Services, LLC | 2,400 | 462K |
| Sunflower Bank, N.A. | 2,375 | 457K |
| Belpointe Asset Management LLC | 1,755 | 338K |
| Qube Research & Technologies Ltd | 487 | 94K |
| GLENMEDE TRUST CO NA | 285 | 55K |
| Kestra Advisory Services, LLC | 238 | 46K |
| Community Financial Services Group, | 126 | 24K |
| TCTC Holdings, LLC | 86 | 17K |
| Transamerica Financial Advisors, LL | 71 | 14K |
| SIMPLEX TRADING, LLC | 70 | 13K |
| Sound Income Strategies, LLC | 66 | 13K |
| Key Financial Inc | 64 | 12K |
| TORONTO DOMINION BANK | 44 | 8K |
| HOWE & RUSLING INC | 30 | 6K |
| Root Financial Partners, LLC | 22 | 4K |
| Essential Partners LLC | 9 | 2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Fisher Asset Management, LLC | +272,789 | +9.9% | 3,027,680 |
| JPMORGAN CHASE & CO | +210,394 | +1953.3% | 221,165 |
| MORGAN STANLEY | +69,543 | +72.2% | 165,854 |
| LPL Financial LLC | +16,024 | +75.1% | 37,368 |
| BlackRock, Inc. | +10,318 | +1.8% | 576,732 |
| GOLDMAN SACHS GROUP INC | +10,005 | +218.8% | 14,578 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +8,596 | +42.7% | 28,733 |
| Arax Advisory Partners | +4,854 | +2773.7% | 5,029 |
| HighTower Advisors, LLC | +3,521 | +2.6% | 138,892 |
| Gladstone Institutional Advisory LL | +2,981 | +98.1% | 6,020 |
| FLOW TRADERS U.S. LLC | +2,945 | +44.1% | 9,620 |
| CIBC WORLD MARKET INC. | +2,429 | +38.3% | 8,779 |
| UBS Group AG | +2,236 | +12.9% | 19,633 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,882 | +6.6% | 30,565 |
| JONES FINANCIAL COMPANIES LLLP | +1,753 | +38.3% | 6,328 |
| Quantinno Capital Management LP | +1,515 | +8.6% | 19,138 |
| Banco Santander, S.A. | +1,373 | +1.9% | 75,003 |
| Vestmark Advisory Solutions, Inc. | +1,280 | +113.2% | 2,411 |
| Buttonwood Financial Group, LLC | +916 | +11.8% | 8,646 |
| TUCKER ASSET MANAGEMENT LLC | +697 | +275.5% | 950 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -109,299 | -86.6% | 16,945 |
| VAN ECK ASSOCIATES CORP | -68,160 | -47.6% | 75,024 |
| CITADEL ADVISORS LLC | -64,810 | -88.4% | 8,503 |
| JANE STREET GROUP, LLC | -46,847 | -94.4% | 2,782 |
| AMERIPRISE FINANCIAL INC | -34,314 | -67.1% | 16,790 |
| Cambria Investment Management, L.P. | -19,602 | -35.0% | 36,344 |
| Federation des caisses Desjardins d | -5,655 | -7.5% | 70,021 |
| CX Institutional | -4,937 | -87.3% | 719 |
| PGIM Custom Harvest LLC | -2,013 | -1.4% | 139,478 |
| Slow Capital, Inc. | -2,004 | -17.7% | 9,346 |
| Richard Bernstein Advisors LLC | -1,980 | -50.3% | 1,960 |
| Savvy Advisors, Inc. | -1,236 | -37.7% | 2,042 |
| ENVESTNET ASSET MANAGEMENT INC | -889 | -13.5% | 5,688 |
| Rockefeller Capital Management L.P. | -799 | -69.0% | 359 |
| Cambridge Investment Research Advis | -509 | -4.0% | 12,223 |
| Private Advisor Group, LLC | -389 | -14.5% | 2,295 |
| Baker Avenue Asset Management, LP | -386 | -6.6% | 5,469 |
| BESSEMER GROUP INC | -379 | -20.0% | 1,520 |
| Advisory Services Network, LLC | -325 | -7.2% | 4,179 |
| NTV Asset Management LLC | -300 | -3.6% | 8,100 |