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iShares Global Consumer Staples ETF
KXI

118 hedge funds and large institutions have $451M invested in iShares Global Consumer Staples ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

4% more funds holding

Funds holding: 113 → 118 (+5)

3.33% more ownership

Funds ownership: 52.13% → 55.46% (+3.3%)

1% more capital invested

Capital invested by funds: $447M → $451M (+$4.06M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
36
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$7.23M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4M
3
UBS Group
UBS Group
Switzerland
+$2.55M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.3M
5
Jane Street
Jane Street
New York
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$17.1M
2
BlackRock
BlackRock
New York
-$6.61M
3
FIM
Freedom Investment Management
Connecticut
-$1.27M
4
Bank of America
Bank of America
North Carolina
-$858K
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$670K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$177K – – –
Citigroup
77
Citigroup
New York
$173K -$16.4K -300 -9%
FRA
78
Front Row Advisors
California
$168K – – –
CL
79
Cabana LLC
Arkansas
$139K -$133K -2,434 -49%
HWA
80
Heritage Wealth Advisors
Virginia
$107K – – –
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$105K +$74.9K +1,371 +270%
1W
82
1776 Wealth
Georgia
$99K +$98.3K +1,800 New
NFG
83
Next Financial Group
Texas
$96K – – –
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$86K +$43.7K +800 +106%
APA
85
American Portfolios Advisors
New York
$79.5K +$218 +4 +0.3%
JCM
86
Jacobi Capital Management
Pennsylvania
$76K +$764 +14 +1%
GEA
87
Glen Eagle Advisors
New Jersey
$74.3K – – –
MAWCM
88
Mine & Arao Wealth Creation & Management
California
$73K +$71.7K +1,314 New
FHA
89
Flagship Harbor Advisors
Massachusetts
$67K – – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$60K -$249K -4,562 -81%
FGAM
91
Financial Gravity Asset Management
Texas
$55K -$40.3K -739 -100%
GFPC
92
Global Financial Private Client
Florida
$52.8K +$52K +952 New
FP
93
Financial Perspectives
Minnesota
$51.8K +$51K +934 New
SFSIG
94
San Francisco Sentry Investment Group
California
$41K – – –
CHA
95
Carmichael Hill & Associates
Maryland
$39K +$38.2K +700 New
SFS
96
Sowell Financial Services
Arkansas
$35K +$382 +7 +1%
GTAM
97
Global Trust Asset Management
Florida
$34K -$15.3K -280 -31%
IFAM
98
Institutional & Family Asset Management
Colorado
$32K – – –
SFA
99
Semmax Financial Advisors
North Carolina
$26K – – –
RE
100
RBC Europe
United Kingdom
$25.6K – – –
2 3
4
5 6

KXI Hedge Fund Activity: Q4 2019 in Review

118 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2019, worth a combined $451M — up 0.91% from $447M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KXI positions and 13 closed out — a net gain of 7 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $7.23M. The largest seller was Barings, cutting an estimated $17.1M.

  • 118 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2019, up from 113 in Q3 2019.
  • Funds reported $451M of iShares Global Consumer Staples ETF stock for Q4 2019, up 0.91% quarter-over-quarter.
  • 20 funds opened new iShares Global Consumer Staples ETF positions in Q4 2019 and 13 closed out, a net change of +7 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q4 2019 was Fisher Asset Management, an estimated $7.23M added.
  • The largest iShares Global Consumer Staples ETF seller in Q4 2019 was Barings, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2019.