We are live on ! Find out more
KXI icon

iShares Global Consumer Staples ETF
KXI

113 hedge funds and large institutions have $447M invested in iShares Global Consumer Staples ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

10% more funds holding

Funds holding: 103 → 113 (+10)

7% more capital invested

Capital invested by funds: $420M → $447M (+$27.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.59% less ownership

Funds ownership: 54.72% → 52.13% (-2.6%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
25
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
+$6.73M
2
B
Barings
North Carolina
+$6.25M
3
UBS Group
UBS Group
Switzerland
+$2.66M
4
BlackRock
BlackRock
New York
+$2.35M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
RBA
Richard Bernstein Advisors
New York
-$6.58M
2
M&T Bank
M&T Bank
New York
-$4.92M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$2.98M
4
Morgan Stanley
Morgan Stanley
New York
-$1.97M
5
NR
Newfound Research
Massachusetts
-$924K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
76
Next Financial Group
Texas
$95K – – –
APA
77
American Portfolios Advisors
New York
$78.4K -$5.39K -100 -7%
JCM
78
Jacobi Capital Management
Pennsylvania
$74K – – –
GEA
79
Glen Eagle Advisors
New Jersey
$73.5K – – –
FHA
80
Flagship Harbor Advisors
Massachusetts
$65K – – –
AIC
81
Ameritas Investment Company
Nebraska
$65K +$64.1K +1,188 New
GTAM
82
Global Trust Asset Management
Florida
$49K – – –
FGAM
83
Financial Gravity Asset Management
Texas
$41K -$21.4K -397 -35%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$41K – – –
SFSIG
85
San Francisco Sentry Investment Group
California
$40K – – –
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$36K – – –
SFS
87
Sowell Financial Services
Arkansas
$34K +$33.6K +624 New
AIM
88
Advantage Investment Management
Iowa
$33K – – –
IFAM
89
Institutional & Family Asset Management
Colorado
$31K – – –
TF
90
TLWM Financial
Texas
$31K +$30.4K +563 New
EW
91
Evoke Wealth
California
$28.8K +$28.3K +524 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$28K – – –
RE
93
RBC Europe
United Kingdom
$25.3K – – –
SFA
94
Semmax Financial Advisors
North Carolina
$25K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
CCM
96
Cribstone Capital Management
Maine
$22K – – –
NSIM
97
North Star Investment Management
Illinois
$21K +$21.1K +391 New
HCM
98
Highlander Capital Management
New Jersey
$19K – – –
IF
99
Ironwood Financial
Arizona
$18K – – –
TCM
100
TD Capital Management
Tennessee
$17K – – –
1 2 3
4
5

KXI Hedge Fund Activity: Q3 2019 in Review

113 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2019, worth a combined $447M — up 6.6% from $420M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KXI positions and 10 closed out — a net gain of 11 holders — while 25 added to existing stakes and 29 trimmed.

The largest buyer was Cambria Investment Management, opening a new position worth an estimated $6.73M. The largest seller was Richard Bernstein Advisors, cutting an estimated $6.58M.

  • 113 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2019, up from 103 in Q2 2019.
  • Funds reported $447M of iShares Global Consumer Staples ETF stock for Q3 2019, up 6.6% quarter-over-quarter.
  • 21 funds opened new iShares Global Consumer Staples ETF positions in Q3 2019 and 10 closed out, a net change of +11 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q3 2019 was Cambria Investment Management, an estimated $6.73M added.
  • The largest iShares Global Consumer Staples ETF seller in Q3 2019 was Richard Bernstein Advisors, an estimated $6.58M sold.

Based on aggregated 13F filings for Q3 2019.