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iShares Global Consumer Staples ETF
KXI

Overview Fund Activity

76 hedge funds and large institutions have $141M invested in iShares Global Consumer Staples ETF in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
19
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.12M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.44M
3
SG Americas Securities
SG Americas Securities
New York
+$3.24M
4
BFA
Beaumont Financial Advisors
Massachusetts
+$2.84M
5
Morgan Stanley
Morgan Stanley
New York
+$2.16M

Top Sellers

1
NR
Newfound Research
Massachusetts
-$3.95M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.84M
3
BCM
Brookstone Capital Management
Illinois
-$3.15M
4
BAM
Baring Asset Management
United Kingdom
-$2.84M
5
Jane Street
Jane Street
New York
-$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$170K – – –
WTC
52
WhitTier Trust Company
Nevada
$141K – – –
WT
53
Whittier Trust
California
$127K – – –
IWM
54
Integrated Wealth Management
California
$85K – – –
JIC
55
Joel Isaacson & Co
New York
$83K – – –
ACM
56
Argentus Capital Management
Texas
$76K -$71.9K -1,480 -49%
AIM
57
Advantage Investment Management
Iowa
$75K – – –
TFA
58
Transamerica Financial Advisors
Florida
$66K +$7.02K +144 +12%
SBL
59
Sargent Bickham Lagudis
Colorado
$61K +$61K +1,262 New
GWM
60
Geneos Wealth Management
Colorado
$46K +$46K +948 New
US Bancorp
61
US Bancorp
Minnesota
$43K – – –
BFEC
62
Benjamin F. Edwards & Company
Missouri
$41K – – –
DADC
63
D.A. Davidson & Co
Montana
$37K +$29.8K +626 +417%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$27K +$27K +562 New
NSIM
65
North Star Investment Management
Illinois
$25K – – –
CFA
66
Carroll Financial Associates
North Carolina
$21K – – –
HNB
67
Huntington National Bank
Ohio
$18K -$19K – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$17K – – –
NFG
69
Next Financial Group
Texas
$17K – – –
ASN
70
Advisory Services Network
Georgia
$15K +$5.72K +116 +62%
KKAMG
71
Kernodle & Katon Asset Management Group
Arkansas
$13K – – –
IA
72
IFP Advisors
Florida
$12K -$13.5K -508 -53%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$8K -$30K -600 -79%
AIM
74
Anchor Investment Management
South Carolina
$6.33K +$6.33K +130 New
WEC
75
Winslow Evans & Crocker
Massachusetts
$4.87K – – –
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3
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