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iShares Global Consumer Staples ETF
KXI

Overview Fund Activity

118 hedge funds and large institutions have $254M invested in iShares Global Consumer Staples ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
31
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NR
Newfound Research
Massachusetts
+$1.9M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$1.88M
3
BDWM
Brewin Dolphin Wealth Management
Ireland
+$1.08M
4
Creative Planning
Creative Planning
Kansas
+$737K
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$698K

Top Sellers

1
RBA
Richard Bernstein Advisors
New York
-$39.2M
2
BlackRock
BlackRock
New York
-$38.2M
3
Bank of America
Bank of America
North Carolina
-$33.5M
4
Morgan Stanley
Morgan Stanley
New York
-$3.75M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
51
Murphy Capital Management
New Jersey
$326K – – –
SC
52
Scotia Capital
Ontario, Canada
$287K -$54.6K -1,054 -16%
CBFP
53
Cedar Brook Financial Partners
Ohio
$280K -$36.1K -699 -11%
EIP
54
Ellis Investment Partners
Pennsylvania
$280K -$27.7K -535 -9%
SFFS
55
Stonehage Fleming Financial Services
Jersey
$279K – – –
BSW
56
Buckingham Strategic Wealth
Missouri
$277K – – –
Stifel Financial
57
Stifel Financial
Missouri
$269K -$14.8K -286 -5%
MAS
58
Madden Advisory Services
Florida
$266K -$7.74K -150 -3%
AF
59
Affiance Financial
Minnesota
$262K -$7.51K -145 -3%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$262K – – –
PAG
61
Private Advisor Group
New Jersey
$254K +$2.43K +47 +1%
BAM
62
Belpointe Asset Management
Nevada
$246K +$246K +4,755 New
EH
63
Equitable Holdings
New York
$242K +$4.66K +90 +2%
FAAS
64
First Allied Advisory Services
California
$235K -$220K -4,267 -48%
DLCIG
65
D.L. Carlson Investment Group
New Hampshire
$233K -$33.6K -650 -13%
MCM
66
Manchester Capital Management
Vermont
$222K – – –
CA
67
Cetera Advisors
Colorado
$221K +$221K +4,270 New
QCMC
68
Quantum Capital Management (California)
California
$209K -$10.4K -201 -5%
RJA
69
Raymond James & Associates
Florida
$208K -$1.34M -26,008 -87%
BHB
70
Bank Hapoalim BM
Israel
$207K +$207K +4,000 New
ASN
71
Advisory Services Network
Georgia
$205K -$20.4K -394 -9%
HWA
72
HCR Wealth Advisors
California
$200K +$5.19K +100 +3%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$166K -$23.6K -455 -12%
GWM
74
Geneos Wealth Management
Colorado
$162K – – –
FRA
75
Front Row Advisors
California
$154K – – –
1 2
3
4 5