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iShares Global Consumer Staples ETF
KXI

115 hedge funds and large institutions have $288M invested in iShares Global Consumer Staples ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $254M → $288M (+$34.2M)

3.34% more ownership

Funds ownership: 42.54% → 45.88% (+3.3%)

3% less funds holding

Funds holding: 119 → 115 (-4)

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$16.5M
2
Creative Planning
Creative Planning
Kansas
+$4.92M
3
RBA
Richard Bernstein Advisors
New York
+$3.1M
4
Morgan Stanley
Morgan Stanley
New York
+$2.26M
5
FA
Fortis Advisors
Pennsylvania
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.9M
2
NR
Newfound Research
Massachusetts
-$2.93M
3
IA
IFP Advisors
Florida
-$2.56M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.55M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$281K – – –
AF
52
Affiance Financial
Minnesota
$280K – – –
FA
53
FDx Advisors
Illinois
$278K +$275K +5,015 New
BAM
54
Belpointe Asset Management
Nevada
$276K +$12.8K +233 +5%
PAG
55
Private Advisor Group
New Jersey
$272K – – –
Stifel Financial
56
Stifel Financial
Missouri
$270K -$17.4K -317 -6%
EH
57
Equitable Holdings
New York
$266K +$7.13K +130 +3%
IFG
58
Independent Financial Group
California
$244K -$5.32K -97 -2%
CA
59
Cetera Advisors
Colorado
$237K – – –
SC
60
Scotia Capital
Ontario, Canada
$235K -$71.3K -1,301 -23%
QCMC
61
Quantum Capital Management (California)
California
$218K -$5.81K -106 -3%
RJA
62
Raymond James & Associates
Florida
$216K -$7.4K -135 -3%
HWA
63
HCR Wealth Advisors
California
$214K – – –
MAS
64
Madden Advisory Services
Florida
$213K -$71.6K -1,306 -25%
ASN
65
Advisory Services Network
Georgia
$213K -$6.58K -120 -3%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$194K +$16K +291 +9%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$177K +$66.3K +1,209 +61%
FRA
68
Front Row Advisors
California
$171K – – –
Citigroup
69
Citigroup
New York
$159K +$28.3K +516 +22%
MCM
70
Manchester Capital Management
Vermont
$119K -$118K -2,150 -50%
MAWCM
71
Mine & Arao Wealth Creation & Management
California
$99K – – –
NFG
72
Next Financial Group
Texas
$99K +$98.4K +1,795 New
HWA
73
Heritage Wealth Advisors
Virginia
$90.9K – – –
IA
74
IFP Advisors
Florida
$79K -$2.56M -46,702 -97%
GEA
75
Glen Eagle Advisors
New Jersey
$74.2K – – –
1 2
3
4 5

KXI Hedge Fund Activity: Q3 2020 in Review

115 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2020, worth a combined $288M — up 13% from $254M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of KXI and 8 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 29 added.

The largest buyer was BlackRock, adding an estimated $16.5M. The largest seller was UBS Group, cutting an estimated $3.9M.

  • 115 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2020, down from 119 in Q2 2020.
  • Funds reported $288M of iShares Global Consumer Staples ETF stock for Q3 2020, up 13% quarter-over-quarter.
  • 8 funds opened new iShares Global Consumer Staples ETF positions in Q3 2020 and 12 closed out, a net change of -4 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q3 2020 was BlackRock, an estimated $16.5M added.
  • The largest iShares Global Consumer Staples ETF seller in Q3 2020 was UBS Group, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2020.