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iShares Global Consumer Staples ETF
KXI

89 hedge funds and large institutions have $113M invested in iShares Global Consumer Staples ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

13% more funds holding

Funds holding: 79 → 89 (+10)

6% more capital invested

Capital invested by funds: $107M → $113M (+$5.92M)

2.02% more ownership

Funds ownership: 34.68% → 36.69% (+2%)

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
19
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$2.92M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$726K
3
B
Barings
North Carolina
+$562K
4
Fisher Asset Management
Fisher Asset Management
Washington
+$443K
5
NCM
New Capital Management
Texas
+$298K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.96M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$744K
3
Bank of America
Bank of America
North Carolina
-$569K
4
ECAM
East Coast Asset Management
Massachusetts
-$530K
5
WI
WrapManager Inc
California
-$446K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$16K – – –
VCM
77
Virtue Capital Management
Tennessee
$15K +$15.1K +292 New
FANJ
78
Financial Architects (New Jersey)
New Jersey
$10K – – –
HCM
79
Highlander Capital Management
New Jersey
$10K – – –
TCM
80
TD Capital Management
Tennessee
$9K +$104 +2 +1%
RE
81
RBC Europe
United Kingdom
$7.42K – – –
ASN
82
Advisory Services Network
Georgia
$7K -$5.29K -102 -43%
AIM
83
Anchor Investment Management
South Carolina
$6.89K – – –
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$5.19K -100 -50%
BGC
85
Blue Granite Capital
South Carolina
$5K – – –
PA
86
Parallel Advisors
California
$5K – – –
TFA
87
Transamerica Financial Advisors
Florida
$2K – – –
BHB
88
Bank Hapoalim BM
Israel
– -$346K -6,800 Closed
WTC
89
WhitTier Trust Company
Nevada
– -$28K -554 Closed
JGIA
90
Jackson Grant Investment Advisers
Connecticut
– -$26K -512 Closed
NFG
91
Next Financial Group
Texas
– -$19K -362 Closed
1 2 3
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KXI Hedge Fund Activity: Q4 2017 in Review

89 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2017, worth a combined $113M — up 5.5% from $107M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new KXI positions and 4 closed out — a net gain of 10 holders — while 19 added to existing stakes and 31 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.92M. The largest seller was Jane Street, cutting an estimated $1.96M.

  • 89 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2017, up from 79 in Q3 2017.
  • Funds reported $113M of iShares Global Consumer Staples ETF stock for Q4 2017, up 5.5% quarter-over-quarter.
  • 14 funds opened new iShares Global Consumer Staples ETF positions in Q4 2017 and 4 closed out, a net change of +10 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q4 2017 was Citadel Advisors, an estimated $2.92M added.
  • The largest iShares Global Consumer Staples ETF seller in Q4 2017 was Jane Street, an estimated $1.96M sold.

Based on aggregated 13F filings for Q4 2017.