iShares Global Consumer Staples ETF
77 hedge funds and large institutions have $143M invested in iShares Global Consumer Staples ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
1% more funds holding
Funds holding: 76 → 77 (+1)
2% more capital invested
Capital invested by funds: $141M → $143M (+$2.88M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.4% less ownership
Funds ownership: 43.78% → 43.38% (-0.4%)
42% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.91M |
| 2 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$4.84M |
| 3 |
Jane Street
New York
|
+$4.2M |
| 4 |
Morgan Stanley
New York
|
+$1.41M |
| 5 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.71M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.3M |
| 4 |
LPL Financial
San Diego,
California
|
-$3.08M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$2.94M |
KXI Hedge Fund Activity: Q2 2016 in Review
77 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q2 2016, worth a combined $143M — up 2.1% from $141M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new KXI positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 33 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $7.91M. The largest seller was Newfound Research, cutting an estimated $5M.
- 77 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q2 2016, up from 76 in Q1 2016.
- Funds reported $143M of iShares Global Consumer Staples ETF stock for Q2 2016, up 2.1% quarter-over-quarter.
- 7 funds opened new iShares Global Consumer Staples ETF positions in Q2 2016 and 6 closed out, a net change of +1 holder.
- The largest iShares Global Consumer Staples ETF buyer in Q2 2016 was Susquehanna International Group, an estimated $7.91M added.
- The largest iShares Global Consumer Staples ETF seller in Q2 2016 was Newfound Research, an estimated $5M sold.
Based on aggregated 13F filings for Q2 2016.