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iShares Global Consumer Staples ETF

89 hedge funds and large institutions have $113M invested in iShares Global Consumer Staples ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

13% more funds holding

Funds holding: 7989 (+10)

6% more capital invested

Capital invested by funds: $107M → $113M (+$5.92M)

2.02% more ownership

Funds ownership: 34.68%36.69% (+2%)

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
19
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Scotia Capital
Ontario, Canada
$909K +$98.6K +1,902 +12%
CF
27
Centaurus Financial
California
$898K +$879K +16,946 New
BCM
28
Brookstone Capital Management
Illinois
$880K -$391K -7,536 -31%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$848K -$168K -3,248 -17%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$848K +$264K +5,090 +47%
ACM
31
Aviance Capital Management
Florida
$847K -$143K -2,760 -15%
ECAM
32
East Coast Asset Management
Massachusetts
$786K -$530K -10,226 -41%
MAS
33
Madden Advisory Services
Florida
$716K -$7.05K -136 -1%
ZIC
34
ZWJ Investment Counsel
Georgia
$636K
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$607K -$744K -14,346 -56%
B
36
Barings
North Carolina
$574K +$562K +10,840 New
HSBC Holdings
37
HSBC Holdings
United Kingdom
$569K
PBT
38
Pictet Bank & Trust
Bahamas
$551K
AF
39
Affiance Financial
Minnesota
$497K
MCM
40
Manchester Capital Management
Vermont
$456K
Fisher Asset Management
41
Fisher Asset Management
Washington
$453K +$443K +8,548 New
AG
42
Advisor Group
Arizona
$429K +$14.7K +284 +4%
AFNAS
43
American Financial Network Advisory Services
California
$420K -$182K -3,502 -31%
Citigroup
44
Citigroup
New York
$389K -$172K -3,312 -31%
MCM
45
Murphy Capital Management
New Jersey
$385K +$8.3K +160 +2%
MHS
46
M Holdings Securities
Oregon
$376K
Fidelity International
47
Fidelity International
Bermuda
$368K -$28.8K -556 -7%
UCFA
48
United Capital Financial Advisors
Texas
$364K +$3.73K +72 +1%
NCM
49
New Capital Management
Texas
$304K +$298K +5,744 New
QCMC
50
Quantum Capital Management (California)
California
$291K -$16.7K -322 -6%

KXI Hedge Fund Activity: Q4 2017 in Review

89 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2017, worth a combined $113M — up 5.5% from $107M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new KXI positions and 4 closed out — a net gain of 10 holders — while 19 added to existing stakes and 31 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.92M. The largest seller was Jane Street, cutting an estimated $1.96M.

  • 89 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2017, up from 79 in Q3 2017.
  • Funds reported $113M of iShares Global Consumer Staples ETF stock for Q4 2017, up 5.5% quarter-over-quarter.
  • 14 funds opened new iShares Global Consumer Staples ETF positions in Q4 2017 and 4 closed out, a net change of +10 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q4 2017 was Citadel Advisors, an estimated $2.92M added.
  • The largest iShares Global Consumer Staples ETF seller in Q4 2017 was Jane Street, an estimated $1.96M sold.

Based on aggregated 13F filings for Q4 2017.