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iShares Global Consumer Staples ETF
KXI

Overview Fund Activity

118 hedge funds and large institutions have $254M invested in iShares Global Consumer Staples ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
31
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NR
Newfound Research
Massachusetts
$2.93M
2
Fisher Asset Management
Fisher Asset Management
Washington
$3.89M
3
BDWM
Brewin Dolphin Wealth Management
Ireland
$1.08M
4
Creative Planning
Creative Planning
Kansas
$737K
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$7.84M

Top Sellers

1
RBA
Richard Bernstein Advisors
New York
$26.3M
2
BlackRock
BlackRock
New York
$82.7M
3
Bank of America
Bank of America
North Carolina
$39.7M
4
Morgan Stanley
Morgan Stanley
New York
$5.22M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$122K – – –
1W
77
1776 Wealth
Georgia
$108K -$92.6K -1,800 -46%
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$103K +$103K +1,987 New
MAWCM
79
Mine & Arao Wealth Creation & Management
California
$92K +$1.03K +20 +1%
HWA
80
Heritage Wealth Advisors
Virginia
$84.9K -$14.5K -280 -15%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$72K +$72K +1,400 New
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$70K – – –
GEA
83
Glen Eagle Advisors
New Jersey
$69.3K – – –
FHA
84
Flagship Harbor Advisors
Massachusetts
$62K – – –
CAN
85
Cetera Advisor Networks
California
$61K +$61K +1,170 New
FP
86
Financial Perspectives
Minnesota
$48.9K +$569 +11 +1%
JCM
87
Jacobi Capital Management
Pennsylvania
$47K +$521 +10 +1%
SFSIG
88
San Francisco Sentry Investment Group
California
$38K – – –
CHA
89
Carmichael Hill & Associates
Maryland
$36K – – –
GTAM
90
Global Trust Asset Management
Florida
$31K – – –
EW
91
Evoke Wealth
California
$28K +$261 +5 +0.9%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$27K +$10.9K +216 +67%
RE
93
RBC Europe
United Kingdom
$23.8K – – –
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
NSIM
95
North Star Investment Management
Illinois
$20K +$51 +1 +0.3%
HCM
96
Highlander Capital Management
New Jersey
$18K – – –
IF
97
Ironwood Financial
Arizona
$17K – – –
LWM
98
Liberty Wealth Management
California
$16K +$103 +2 +0.6%
GFPC
99
Global Financial Private Client
Florida
$13.9K -$35.5K -684 -72%
IFAM
100
Institutional & Family Asset Management
Colorado
$13K -$16.3K -317 -56%
2 3
4
5 6