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iShares Global Consumer Staples ETF
KXI

Overview Fund Activity

114 hedge funds and large institutions have $288M invested in iShares Global Consumer Staples ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$16.7M
2
Creative Planning
Creative Planning
Kansas
+$4.97M
3
RBA
Richard Bernstein Advisors
New York
+$3.13M
4
Morgan Stanley
Morgan Stanley
New York
+$2.28M
5
FA
Fortis Advisors
Pennsylvania
+$1.73M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.94M
2
NR
Newfound Research
Massachusetts
-$2.93M
3
IA
IFP Advisors
Florida
-$2.58M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.55M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
76
Flagship Harbor Advisors
Massachusetts
$66K – – –
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$63K -$12.2K -220 -16%
GWM
78
Geneos Wealth Management
Colorado
$59K -$114K -2,100 -66%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$56K -$21.2K -385 -28%
FP
80
Financial Perspectives
Minnesota
$52.3K – – –
JCM
81
Jacobi Capital Management
Pennsylvania
$50K – – –
SFSIG
82
San Francisco Sentry Investment Group
California
$40K – – –
CHA
83
Carmichael Hill & Associates
Maryland
$39K – – –
GTAM
84
Global Trust Asset Management
Florida
$34K – – –
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$30K – – –
EW
86
Evoke Wealth
California
$30K – – –
HFRG
87
Houlihan Financial Resource Group
Virginia
$29K +$29K +500 New
RE
88
RBC Europe
United Kingdom
$25.5K – – –
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
OC
90
Oakworth Capital
Alabama
$22K +$22K +400 New
HCM
91
Highlander Capital Management
New Jersey
$19K – – –
PFS
92
Prospera Financial Services
Texas
$19K +$19K +350 New
IF
93
Ironwood Financial
Arizona
$18K – – –
LWM
94
Liberty Wealth Management
California
$17K – – –
NSIM
95
North Star Investment Management
Illinois
$16K -$5.32K -98 -25%
CFGS
96
Concourse Financial Group Securities
Alabama
$14K – – –
IFAM
97
Institutional & Family Asset Management
Colorado
$14K – – –
CFA
98
Carroll Financial Associates
North Carolina
$11K – – –
PMFA
99
Plante Moran Financial Advisors
Michigan
$8K – – –
SFS
100
Sowell Financial Services
Arkansas
$8K – – –
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4
5