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iShares Global Consumer Staples ETF
KXI

84 hedge funds and large institutions have $81.6M invested in iShares Global Consumer Staples ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 89 → 84 (-5)

5.75% less ownership

Funds ownership: 36.69% → 30.95% (-5.7%)

28% less capital invested

Capital invested by funds: $113M → $81.6M (-$31.2M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

53% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 30

Holders
84
Holders Change
-5
Holders Change %
-5.62%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.79M
2
HH
Hilltop Holdings
Texas
+$1.12M
3
SC
Slow Capital
California
+$597K
4
EC
Estate Counselors
Wisconsin
+$361K
5
LIM
Leavell Investment Management
Alabama
+$311K

Top Sellers

Rank Fund Capital Flow
1
NR
Newfound Research
Massachusetts
-$5.67M
2
Bank of America
Bank of America
North Carolina
-$5.37M
3
Morgan Stanley
Morgan Stanley
New York
-$5.13M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.06M
5
Bessemer Group
Bessemer Group
New Jersey
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$821K +$18.6K +360 +2%
MAS
27
Madden Advisory Services
Florida
$668K -$10.8K -210 -2%
B
28
Barings
North Carolina
$544K – – –
HSBC Holdings
29
HSBC Holdings
United Kingdom
$539K – – –
PBT
30
Pictet Bank & Trust
Bahamas
$522K – – –
Fidelity International
31
Fidelity International
Bermuda
$451K +$105K +2,042 +29%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$442K -$136K -2,648 -23%
MCM
33
Manchester Capital Management
Vermont
$432K – – –
AG
34
Advisor Group
Arizona
$377K -$30.3K -588 -7%
MCM
35
Murphy Capital Management
New Jersey
$364K -$1.03K -20 -0.3%
MHS
36
M Holdings Securities
Oregon
$356K – – –
EC
37
Estate Counselors
Wisconsin
$351K +$361K +7,000 New
AF
38
Affiance Financial
Minnesota
$339K -$136K -2,640 -28%
Citigroup
39
Citigroup
New York
$332K -$37.1K -720 -10%
Fisher Asset Management
40
Fisher Asset Management
Washington
$307K -$125K -2,428 -28%
NCM
41
New Capital Management
Texas
$304K – – –
LIM
42
Leavell Investment Management
Alabama
$303K +$311K +6,032 New
BSW
43
Buckingham Strategic Wealth
Missouri
$292K +$300K +5,814 New
QCMC
44
Quantum Capital Management (California)
California
$270K -$5.26K -102 -2%
PA
45
PFG Advisors
Arizona
$265K +$58.3K +1,132 +27%
ECAM
46
East Coast Asset Management
Massachusetts
$208K -$551K -10,690 -72%
FRA
47
Front Row Advisors
California
$182K – – –
WT
48
Whittier Trust
California
$160K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$113K +$91.1K +1,768 +371%
PCIA
50
Prime Capital Investment Advisors
Kansas
$110K – – –
1
2
3 4

KXI Hedge Fund Activity: Q1 2018 in Review

84 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q1 2018, worth a combined $81.6M — down 28% from $113M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KXI and 7 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 14 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.79M. The largest seller was Newfound Research, exiting entirely with an estimated $5.67M sold.

  • 84 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q1 2018, down from 89 in Q4 2017.
  • Funds reported $81.6M of iShares Global Consumer Staples ETF stock for Q1 2018, down 28% quarter-over-quarter.
  • 7 funds opened new iShares Global Consumer Staples ETF positions in Q1 2018 and 11 closed out, a net change of -4 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q1 2018 was Susquehanna International Group, an estimated $1.79M added.
  • The largest iShares Global Consumer Staples ETF seller in Q1 2018 was Newfound Research, an estimated $5.67M sold.

Based on aggregated 13F filings for Q1 2018.