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iShares Global Consumer Staples ETF
KXI

118 hedge funds and large institutions have $451M invested in iShares Global Consumer Staples ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

4% more funds holding

Funds holding: 113 → 118 (+5)

3.33% more ownership

Funds ownership: 52.13% → 55.46% (+3.3%)

1% more capital invested

Capital invested by funds: $447M → $451M (+$4.06M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
36
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$7.23M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4M
3
UBS Group
UBS Group
Switzerland
+$2.55M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.3M
5
Jane Street
Jane Street
New York
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$17.1M
2
BlackRock
BlackRock
New York
-$6.61M
3
FIM
Freedom Investment Management
Connecticut
-$1.27M
4
Bank of America
Bank of America
North Carolina
-$858K
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$670K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.62M -$36.6K -671 -2%
Truist Financial
27
Truist Financial
North Carolina
$1.49M +$1.47M +26,905 New
Bessemer Group
28
Bessemer Group
New Jersey
$1.42M – – –
FFN
29
Focus Financial Network
Minnesota
$1.39M -$78.3K -1,435 -5%
SPIA
30
Steward Partners Investment Advisory
New York
$1.25M +$247K +4,518 +25%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$1.21M -$75K -1,373 -6%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.07M +$208K +3,816 +25%
Nomura Asset Management
33
Nomura Asset Management
Japan
$965K +$65.5K +1,200 +7%
PIMG
34
Patriot Investment Management Group
Tennessee
$963K +$273 +5 +0%
FAAS
35
First Allied Advisory Services
California
$864K +$219K +4,018 +35%
ZIC
36
ZWJ Investment Counsel
Georgia
$832K +$819K +15,000 New
GT
37
Greenleaf Trust
Michigan
$808K -$30K -550 -4%
SW
38
SVB Wealth
Massachusetts
$806K +$793K +14,533 New
AF
39
Advisornet Financial
Minnesota
$757K +$40.3K +738 +6%
DIP
40
DT Investment Partners
Pennsylvania
$678K – – –
WCM
41
WealthBridge Capital Management
Ohio
$666K -$5.46K -100 -0.8%
B
42
Barings
North Carolina
$610K -$17.1M -313,074 -97%
Fidelity International
43
Fidelity International
Bermuda
$600K -$37.8K -692 -6%
CA
44
Calton & Associates
Florida
$487K +$480K +8,783 New
AFP
45
Ausdal Financial Partners
Iowa
$479K – – –
MCM
46
Manchester Capital Management
Vermont
$477K – – –
SPC
47
Sigma Planning Corp
Michigan
$442K +$164 +3 +0%
MD
48
Money Design
Japan
$392K +$13.6K +250 +4%
AG
49
Advisor Group
Arizona
$390K -$58.5K -1,072 -13%
EIP
50
Ellis Investment Partners
Pennsylvania
$376K +$3.22K +59 +0.9%
1
2
3 4 5

KXI Hedge Fund Activity: Q4 2019 in Review

118 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2019, worth a combined $451M — up 0.91% from $447M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KXI positions and 13 closed out — a net gain of 7 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $7.23M. The largest seller was Barings, cutting an estimated $17.1M.

  • 118 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2019, up from 113 in Q3 2019.
  • Funds reported $451M of iShares Global Consumer Staples ETF stock for Q4 2019, up 0.91% quarter-over-quarter.
  • 20 funds opened new iShares Global Consumer Staples ETF positions in Q4 2019 and 13 closed out, a net change of +7 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q4 2019 was Fisher Asset Management, an estimated $7.23M added.
  • The largest iShares Global Consumer Staples ETF seller in Q4 2019 was Barings, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2019.