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iShares Global Consumer Staples ETF
KXI

Overview Fund Activity

84 hedge funds and large institutions have $81.6M invested in iShares Global Consumer Staples ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-5
Holders Change %
-5.62%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.74M
2
HH
Hilltop Holdings
Texas
+$1.09M
3
SC
Slow Capital
California
+$581K
4
EC
Estate Counselors
Wisconsin
+$351K
5
LIM
Leavell Investment Management
Alabama
+$303K

Top Sellers

1
NR
Newfound Research
Massachusetts
-$5.67M
2
Bank of America
Bank of America
North Carolina
-$5.23M
3
Morgan Stanley
Morgan Stanley
New York
-$5M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.01M
5
Bessemer Group
Bessemer Group
New Jersey
-$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
51
Perigon Wealth Management
California
$108K -$17.4K -346 -14%
JCM
52
Jacobi Capital Management
Pennsylvania
$85K – – –
GEA
53
Glen Eagle Advisors
New Jersey
$67.2K – – –
IA
54
IFP Advisors
Florida
$64K – – –
SFSIG
55
San Francisco Sentry Investment Group
California
$62K – – –
AIM
56
Advantage Investment Management
Iowa
$58K – – –
GWM
57
Geneos Wealth Management
Colorado
$54K -$94.3K -1,900 -64%
GTAM
58
Global Trust Asset Management
Florida
$49K – – –
IWM
59
IHT Wealth Management
Illinois
$39K – – –
SBL
60
Sargent Bickham Lagudis
Colorado
$35K – – –
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29K -$2.24K -90 -7%
SWP
62
Stratos Wealth Partners
Ohio
$29K – – –
US Bancorp
63
US Bancorp
Minnesota
$28K – – –
NSIM
64
North Star Investment Management
Illinois
$26K – – –
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$21K -$452K -15,296 -96%
CCM
66
Cribstone Capital Management
Maine
$20K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$18K – – –
CFD
68
Creative Financial Designs
Indiana
$15K – – –
KCPG
69
Kavar Capital Partners Group
Kansas
$15K +$15K +290 New
TCM
70
TD Capital Management
Tennessee
$12K +$3.68K +76 +44%
PS
71
Portfolio Solutions
Michigan
$11K +$11K +210 New
William Blair & Company
72
William Blair & Company
Illinois
$11K +$11K +220 New
FANJ
73
Financial Architects (New Jersey)
New Jersey
$10K – – –
WIM
74
Westside Investment Management
California
$9.87K -$10.3K -208 -51%
HCM
75
Highlander Capital Management
New Jersey
$9K – – –
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