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iShares Global Consumer Staples ETF

80 hedge funds and large institutions have $201M invested in iShares Global Consumer Staples ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more capital invested

Capital invested by funds: $72.8M → $201M (+$128M)

18.87% more ownership

Funds ownership: 14.42%33.29% (+19%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

4% less funds holding

Funds holding: 8380 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Aviance Capital Management
Florida
$707K -$72.8K -1,448 -9%
B
27
Barings
North Carolina
$545K
MAS
28
Madden Advisory Services
Florida
$544K -$12.6K -250 -2%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$539K
PBT
30
Pictet Bank & Trust
Bahamas
$523K
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$504K -$620K -12,335 -55%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$443K
MCM
33
Manchester Capital Management
Vermont
$432K
AG
34
Advisor Group
Arizona
$407K -$3.37K -67 -0.8%
HH
35
Hilltop Holdings
Texas
$400K -$242K -4,810 -38%
MCM
36
Murphy Capital Management
New Jersey
$353K -$11.6K -230 -3%
MHS
37
M Holdings Securities
Oregon
$326K
LIM
38
Leavell Investment Management
Alabama
$303K
AF
39
Affiance Financial
Minnesota
$298K -$38.2K -760 -11%
BSW
40
Buckingham Strategic Wealth
Missouri
$292K
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$271K +$185K +3,673 +213%
QCMC
42
Quantum Capital Management (California)
California
$268K -$804 -16 -0.3%
PA
43
PFG Advisors
Arizona
$253K -$33K -656 -11%
AFNAS
44
American Financial Network Advisory Services
California
$239K +$238K +4,737 +24,932%
WI
45
WrapManager Inc
California
$221K +$221K +4,400 New
CWM
46
Cornerstone Wealth Management
Missouri
$220K +$390K +7,755 +53%
Creative Planning
47
Creative Planning
Kansas
$214K +$215K +4,268 New
Citigroup
48
Citigroup
New York
$212K -$117K -2,319 -35%
BHB
49
Bank Hapoalim BM
Israel
$201K +$201K +4,000 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$179K +$178K +3,546 New

KXI Hedge Fund Activity: Q3 2018 in Review

80 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2018, worth a combined $201M — up 175% from $72.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KXI and 8 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was BlackRock, adding an estimated $77M. The largest seller was Cetera Advisors, exiting entirely with an estimated $1.19M sold.

  • 80 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2018, down from 83 in Q2 2018.
  • Funds reported $201M of iShares Global Consumer Staples ETF stock for Q3 2018, up 175% quarter-over-quarter.
  • 8 funds opened new iShares Global Consumer Staples ETF positions in Q3 2018 and 11 closed out, a net change of -3 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q3 2018 was BlackRock, an estimated $77M added.
  • The largest iShares Global Consumer Staples ETF seller in Q3 2018 was Cetera Advisors, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2018.