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iShares Global Consumer Staples ETF
KXI

117 hedge funds and large institutions have $347M invested in iShares Global Consumer Staples ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% less funds holding

Funds holding: 118 → 117 (-1)

4.59% less ownership

Funds ownership: 55.46% → 50.87% (-4.6%)

23% less capital invested

Capital invested by funds: $451M → $347M (-$105M)

41% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 41

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
24
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.07M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.97M
4
IA
IFP Advisors
Florida
+$2.43M
5
SW
SVB Wealth
Massachusetts
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
RBA
Richard Bernstein Advisors
New York
-$20M
2
BlackRock
BlackRock
New York
-$7.18M
3
CIM
Cambria Investment Management
California
-$7.05M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.44M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$5.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
26
Focus Financial Network
Minnesota
$1.17M -$29.7K -561 -2%
SPIA
27
Steward Partners Investment Advisory
New York
$1.16M +$89.6K +1,693 +8%
Citadel Advisors
28
Citadel Advisors
Florida
$1.15M -$956K -18,066 -43%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.14M +$1.26M +23,796 New
Jane Street
30
Jane Street
New York
$1.08M -$2.25M -42,589 -65%
NR
31
Newfound Research
Massachusetts
$948K -$3.57M -67,522 -77%
PIMG
32
Patriot Investment Management Group
Tennessee
$856K +$28.6K +540 +3%
JP Morgan Chase
33
JP Morgan Chase
New York
$824K +$912K +17,244 New
Nomura Asset Management
34
Nomura Asset Management
Japan
$775K -$63.5K -1,200 -7%
WCM
35
WealthBridge Capital Management
Ohio
$736K +$180K +3,400 +28%
ZIC
36
ZWJ Investment Counsel
Georgia
$717K – – –
AF
37
Advisornet Financial
Minnesota
$641K -$11.6K -220 -2%
FAIM
38
Financial Advocates Investment Management
Washington
$625K +$692K +13,080 New
B
39
Barings
North Carolina
$526K – – –
GT
40
Greenleaf Trust
Michigan
$453K -$269K -5,092 -35%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$445K -$2.11M -39,957 -81%
Fidelity International
42
Fidelity International
Bermuda
$437K -$94.7K -1,790 -17%
CA
43
Calton & Associates
Florida
$423K +$3.28K +62 +0.7%
FAAS
44
First Allied Advisory Services
California
$422K -$353K -6,679 -43%
MD
45
Money Design
Japan
$401K +$70.5K +1,333 +19%
SPC
46
Sigma Planning Corp
Michigan
$374K -$7.78K -147 -2%
MML Investors Services
47
MML Investors Services
Massachusetts
$338K +$374K +7,076 New
SC
48
Scotia Capital
Ontario, Canada
$315K +$31.4K +594 +10%
MCM
49
Murphy Capital Management
New Jersey
$301K -$2.12K -40 -0.6%
LIM
50
Leavell Investment Management
Alabama
$293K -$9.26K -175 -3%
1
2
3 4 5

KXI Hedge Fund Activity: Q1 2020 in Review

117 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q1 2020, worth a combined $347M — down 23% from $451M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new KXI positions and 17 closed out — a net gain of 1 holder — while 24 added to existing stakes and 41 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $5.07M. The largest seller was Richard Bernstein Advisors, cutting an estimated $20M.

  • 117 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q1 2020, down from 118 in Q4 2019.
  • Funds reported $347M of iShares Global Consumer Staples ETF stock for Q1 2020, down 23% quarter-over-quarter.
  • 18 funds opened new iShares Global Consumer Staples ETF positions in Q1 2020 and 17 closed out, a net change of +1 holder.
  • The largest iShares Global Consumer Staples ETF buyer in Q1 2020 was Goldman Sachs, an estimated $5.07M added.
  • The largest iShares Global Consumer Staples ETF seller in Q1 2020 was Richard Bernstein Advisors, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2020.