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iShares Global Consumer Staples ETF
KXI

122 hedge funds and large institutions have $302M invested in iShares Global Consumer Staples ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 22

6% more funds holding

Funds holding: 115 → 122 (+7)

3.69% more ownership

Funds ownership: 45.88% → 49.57% (+3.7%)

5% more capital invested

Capital invested by funds: $288M → $302M (+$13.7M)

Holders
122
Holders Change
+7
Holders Change %
+6.09%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
44
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.27M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.83M
3
SPIA
Steward Partners Investment Advisory
New York
+$886K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$810K
5
RBA
Richard Bernstein Advisors
New York
+$611K

Top Sellers

Rank Fund Capital Flow
1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$9.07M
2
Bank of America
Bank of America
North Carolina
-$2.44M
3
Ameriprise
Ameriprise
Minnesota
-$1.29M
4
UBS Group
UBS Group
Switzerland
-$962K
5
Goldman Sachs
Goldman Sachs
New York
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.32M +$119K +2,100 +10%
BDWM
27
Brewin Dolphin Wealth Management
Ireland
$1.32M -$8.24K -145 -0.6%
PIMG
28
Patriot Investment Management Group
Tennessee
$1.06M +$398 +7 +0%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$1.04M -$27.6K -486 -3%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.02M +$7.9K +139 +0.8%
WCM
31
WealthBridge Capital Management
Ohio
$983K +$19.9K +350 +2%
AF
32
Advisornet Financial
Minnesota
$936K +$2.22K +39 +0.2%
ICP
33
Interchange Capital Partners
Pennsylvania
$764K +$745K +13,118 New
FAIM
34
Financial Advocates Investment Management
Washington
$729K -$72.7K -1,280 -10%
SSWM
35
Sheets Smith Wealth Management
North Carolina
$722K – – –
CA
36
Calton & Associates
Florida
$596K +$11.4K +201 +2%
FA
37
FDx Advisors
Illinois
$583K +$284K +4,993 +100%
MD
38
Money Design
Japan
$533K +$34.4K +605 +7%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$508K -$177K -3,113 -26%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$501K -$4.15K -73 -0.8%
SWA
41
SOA Wealth Advisors
New York
$491K +$491K +8,643 New
SPC
42
Sigma Planning Corp
Michigan
$485K -$2.5K -44 -0.5%
CBFP
43
Cedar Brook Financial Partners
Ohio
$468K +$50.2K +884 +12%
FTUS
44
Flow Traders U.S.
New York
$458K +$131K +2,297 +41%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$439K +$428K +7,532 New
AWM
46
AE Wealth Management
Kansas
$424K +$37.1K +653 +10%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$416K +$92.3K +1,624 +29%
TFA
48
Teamwork Financial Advisors
Texas
$415K +$38.2K +673 +10%
MML Investors Services
49
MML Investors Services
Massachusetts
$401K +$62.9K +1,106 +19%
MCM
50
Murphy Capital Management
New Jersey
$380K +$17K +300 +5%
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KXI Hedge Fund Activity: Q4 2020 in Review

122 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2020, worth a combined $302M — up 4.8% from $288M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new KXI positions and 8 closed out — a net gain of 10 holders — while 44 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $5.27M. The largest seller was Pictet Asset Management (UK), exiting entirely with an estimated $9.07M sold.

  • 122 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2020, up from 115 in Q3 2020.
  • Funds reported $302M of iShares Global Consumer Staples ETF stock for Q4 2020, up 4.8% quarter-over-quarter.
  • 18 funds opened new iShares Global Consumer Staples ETF positions in Q4 2020 and 8 closed out, a net change of +10 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q4 2020 was BlackRock, an estimated $5.27M added.
  • The largest iShares Global Consumer Staples ETF seller in Q4 2020 was Pictet Asset Management (UK), an estimated $9.07M sold.

Based on aggregated 13F filings for Q4 2020.