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iShares Global Consumer Staples ETF
KXI

122 hedge funds and large institutions have $302M invested in iShares Global Consumer Staples ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 22

6% more funds holding

Funds holding: 115 → 122 (+7)

3.69% more ownership

Funds ownership: 45.88% → 49.57% (+3.7%)

5% more capital invested

Capital invested by funds: $288M → $302M (+$13.7M)

Holders
122
Holders Change
+7
Holders Change %
+6.09%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
44
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.27M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.83M
3
SPIA
Steward Partners Investment Advisory
New York
+$886K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$810K
5
RBA
Richard Bernstein Advisors
New York
+$611K

Top Sellers

Rank Fund Capital Flow
1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$9.07M
2
Bank of America
Bank of America
North Carolina
-$2.44M
3
Ameriprise
Ameriprise
Minnesota
-$1.29M
4
UBS Group
UBS Group
Switzerland
-$962K
5
Goldman Sachs
Goldman Sachs
New York
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
51
Buckingham Strategic Wealth
Missouri
$307K – – –
Barclays
52
Barclays
United Kingdom
$303K +$295K +5,200 New
SC
53
Scotia Capital
Ontario, Canada
$299K +$50.5K +888 +21%
EIP
54
Ellis Investment Partners
Pennsylvania
$295K -$7.1K -125 -2%
AF
55
Affiance Financial
Minnesota
$295K – – –
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$295K – – –
EH
57
Equitable Holdings
New York
$287K +$6.42K +113 +2%
PAG
58
Private Advisor Group
New Jersey
$286K +$455 +8 +0.2%
IFG
59
Independent Financial Group
California
$258K +$852 +15 +0.3%
PP
60
Patron Partners
Texas
$237K +$231K +4,061 New
RJA
61
Raymond James & Associates
Florida
$231K +$3.81K +67 +2%
HWA
62
HCR Wealth Advisors
California
$225K – – –
ASN
63
Advisory Services Network
Georgia
$224K – – –
MAS
64
Madden Advisory Services
Florida
$224K – – –
Fidelity International
65
Fidelity International
Bermuda
$204K -$321K -5,649 -62%
TSS
66
Two Sigma Securities
New York
$204K +$199K +3,501 New
DLCIG
67
D.L. Carlson Investment Group
New Hampshire
$204K +$199K +3,505 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$199K -$4.38K -77 -2%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$192K +$5.23K +92 +3%
FRA
70
Front Row Advisors
California
$173K – – –
Citigroup
71
Citigroup
New York
$126K -$40.7K -716 -25%
MCM
72
Manchester Capital Management
Vermont
$125K – – –
NFG
73
Next Financial Group
Texas
$105K +$796 +14 +0.8%
MAWCM
74
Mine & Arao Wealth Creation & Management
California
$105K +$1.36K +24 +1%
HWA
75
Heritage Wealth Advisors
Virginia
$96K – – –
1 2
3
4 5

KXI Hedge Fund Activity: Q4 2020 in Review

122 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2020, worth a combined $302M — up 4.8% from $288M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new KXI positions and 8 closed out — a net gain of 10 holders — while 44 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $5.27M. The largest seller was Pictet Asset Management (UK), exiting entirely with an estimated $9.07M sold.

  • 122 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2020, up from 115 in Q3 2020.
  • Funds reported $302M of iShares Global Consumer Staples ETF stock for Q4 2020, up 4.8% quarter-over-quarter.
  • 18 funds opened new iShares Global Consumer Staples ETF positions in Q4 2020 and 8 closed out, a net change of +10 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q4 2020 was BlackRock, an estimated $5.27M added.
  • The largest iShares Global Consumer Staples ETF seller in Q4 2020 was Pictet Asset Management (UK), an estimated $9.07M sold.

Based on aggregated 13F filings for Q4 2020.