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iShares Global Consumer Staples ETF
KXI

118 hedge funds and large institutions have $451M invested in iShares Global Consumer Staples ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

4% more funds holding

Funds holding: 113 → 118 (+5)

3.33% more ownership

Funds ownership: 52.13% → 55.46% (+3.3%)

1% more capital invested

Capital invested by funds: $447M → $451M (+$4.06M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
36
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$7.23M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4M
3
UBS Group
UBS Group
Switzerland
+$2.55M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.3M
5
Jane Street
Jane Street
New York
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$17.1M
2
BlackRock
BlackRock
New York
-$6.61M
3
FIM
Freedom Investment Management
Connecticut
-$1.27M
4
Bank of America
Bank of America
North Carolina
-$858K
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$670K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$370K – – –
MCM
52
Murphy Capital Management
New Jersey
$352K – – –
LIM
53
Leavell Investment Management
Alabama
$350K +$2.67K +49 +0.8%
SC
54
Scotia Capital
Ontario, Canada
$333K +$41K +751 +14%
BSW
55
Buckingham Strategic Wealth
Missouri
$317K – – –
MAS
56
Madden Advisory Services
Florida
$309K – – –
CBFP
57
Cedar Brook Financial Partners
Ohio
$308K +$303K +5,555 New
FTUS
58
Flow Traders U.S.
New York
$305K +$300K +5,495 New
SFFS
59
Stonehage Fleming Financial Services
Jersey
$300K +$295K +5,412 New
AF
60
Affiance Financial
Minnesota
$289K -$6.28K -115 -2%
GFP
61
Gryphon Financial Partners
Ohio
$287K – – –
DLCIG
62
D.L. Carlson Investment Group
New Hampshire
$286K – – –
PAG
63
Private Advisor Group
New Jersey
$270K +$31.8K +582 +14%
BCM
64
Brookstone Capital Management
Illinois
$263K -$166K -3,036 -39%
IWM
65
IHT Wealth Management
Illinois
$256K -$95.1K -1,741 -27%
CA
66
Cetera Advisors
Colorado
$254K +$25.8K +473 +11%
ASN
67
Advisory Services Network
Georgia
$248K +$139K +2,549 +133%
WI
68
WrapManager Inc
California
$235K -$476K -8,721 -67%
QCMC
69
Quantum Capital Management (California)
California
$234K – – –
BHB
70
Bank Hapoalim BM
Israel
$222K +$218K +4,000 New
TSS
71
Two Sigma Securities
New York
$215K +$212K +3,878 New
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$209K +$205K +3,762 New
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$208K -$7.04K -129 -3%
HWA
74
HCR Wealth Advisors
California
$208K – – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$203K -$21.9K -401 -10%
1 2
3
4 5

KXI Hedge Fund Activity: Q4 2019 in Review

118 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2019, worth a combined $451M — up 0.91% from $447M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KXI positions and 13 closed out — a net gain of 7 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $7.23M. The largest seller was Barings, cutting an estimated $17.1M.

  • 118 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2019, up from 113 in Q3 2019.
  • Funds reported $451M of iShares Global Consumer Staples ETF stock for Q4 2019, up 0.91% quarter-over-quarter.
  • 20 funds opened new iShares Global Consumer Staples ETF positions in Q4 2019 and 13 closed out, a net change of +7 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q4 2019 was Fisher Asset Management, an estimated $7.23M added.
  • The largest iShares Global Consumer Staples ETF seller in Q4 2019 was Barings, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2019.