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iShares Global Consumer Staples ETF
KXI

113 hedge funds and large institutions have $447M invested in iShares Global Consumer Staples ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

10% more funds holding

Funds holding: 103 → 113 (+10)

7% more capital invested

Capital invested by funds: $420M → $447M (+$27.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.59% less ownership

Funds ownership: 54.72% → 52.13% (-2.6%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
25
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
+$6.73M
2
B
Barings
North Carolina
+$6.25M
3
UBS Group
UBS Group
Switzerland
+$2.66M
4
BlackRock
BlackRock
New York
+$2.35M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
RBA
Richard Bernstein Advisors
New York
-$6.58M
2
M&T Bank
M&T Bank
New York
-$4.92M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$2.98M
4
Morgan Stanley
Morgan Stanley
New York
-$1.97M
5
NR
Newfound Research
Massachusetts
-$924K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
51
Murphy Capital Management
New Jersey
$347K -$18.9K -350 -5%
LIM
52
Leavell Investment Management
Alabama
$343K +$12.2K +226 +4%
CBA
53
Coastal Bridge Advisors
Connecticut
$315K +$310K +5,754 New
BSW
54
Buckingham Strategic Wealth
Missouri
$313K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$309K +$18.6K +345 +7%
MAS
56
Madden Advisory Services
Florida
$306K -$125K -2,320 -29%
AF
57
Affiance Financial
Minnesota
$292K -$14K -260 -5%
SC
58
Scotia Capital
Ontario, Canada
$288K +$74K +1,373 +35%
GFP
59
Gryphon Financial Partners
Ohio
$284K +$279K +5,172 New
DLCIG
60
D.L. Carlson Investment Group
New Hampshire
$283K +$6.74K +125 +2%
CL
61
Cabana LLC
Arkansas
$270K +$266K +4,934 New
BPWA
62
Beacon Pointe Wealth Advisors
California
$243K – – –
Creative Planning
63
Creative Planning
Kansas
$239K +$235K +4,356 New
PAG
64
Private Advisor Group
New Jersey
$235K +$9.11K +169 +4%
QCMC
65
Quantum Capital Management (California)
California
$231K – – –
CA
66
Cetera Advisors
Colorado
$224K -$12.1K -225 -5%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$222K +$3.56K +66 +2%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$213K +$209K +3,881 New
HWA
69
HCR Wealth Advisors
California
$206K +$202K +3,755 New
Citigroup
70
Citigroup
New York
$187K +$5.39K +100 +3%
GWM
71
Geneos Wealth Management
Colorado
$174K – – –
FRA
72
Front Row Advisors
California
$166K – – –
WT
73
Whittier Trust
California
$111K +$109K +2,020 New
HWA
74
Heritage Wealth Advisors
Virginia
$105K +$104K +1,921 New
ASN
75
Advisory Services Network
Georgia
$101K – – –
1 2
3
4 5

KXI Hedge Fund Activity: Q3 2019 in Review

113 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2019, worth a combined $447M — up 6.6% from $420M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KXI positions and 10 closed out — a net gain of 11 holders — while 25 added to existing stakes and 29 trimmed.

The largest buyer was Cambria Investment Management, opening a new position worth an estimated $6.73M. The largest seller was Richard Bernstein Advisors, cutting an estimated $6.58M.

  • 113 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2019, up from 103 in Q2 2019.
  • Funds reported $447M of iShares Global Consumer Staples ETF stock for Q3 2019, up 6.6% quarter-over-quarter.
  • 21 funds opened new iShares Global Consumer Staples ETF positions in Q3 2019 and 10 closed out, a net change of +11 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q3 2019 was Cambria Investment Management, an estimated $6.73M added.
  • The largest iShares Global Consumer Staples ETF seller in Q3 2019 was Richard Bernstein Advisors, an estimated $6.58M sold.

Based on aggregated 13F filings for Q3 2019.