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iShares Global Consumer Staples ETF
KXI

122 hedge funds and large institutions have $302M invested in iShares Global Consumer Staples ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 22

6% more funds holding

Funds holding: 115 → 122 (+7)

3.69% more ownership

Funds ownership: 45.88% → 49.57% (+3.7%)

5% more capital invested

Capital invested by funds: $288M → $302M (+$13.7M)

Holders
122
Holders Change
+7
Holders Change %
+6.09%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
44
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.27M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.83M
3
SPIA
Steward Partners Investment Advisory
New York
+$886K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$810K
5
RBA
Richard Bernstein Advisors
New York
+$611K

Top Sellers

Rank Fund Capital Flow
1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$9.07M
2
Bank of America
Bank of America
North Carolina
-$2.44M
3
Ameriprise
Ameriprise
Minnesota
-$1.29M
4
UBS Group
UBS Group
Switzerland
-$962K
5
Goldman Sachs
Goldman Sachs
New York
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
76
Perigon Wealth Management
California
$93K +$91K +1,602 New
IA
77
IFP Advisors
Florida
$83K – – –
GEA
78
Glen Eagle Advisors
New Jersey
$78.1K – – –
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$65K – – –
GWM
80
Geneos Wealth Management
Colorado
$63K +$2.84K +50 +5%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$60K +$739 +13 +1%
FP
82
Financial Perspectives
Minnesota
$55.8K +$739 +13 +1%
JCM
83
Jacobi Capital Management
Pennsylvania
$53K +$682 +12 +1%
CHA
84
Carmichael Hill & Associates
Maryland
$52K +$11.1K +196 +28%
SFSIG
85
San Francisco Sentry Investment Group
California
$43K – – –
GTAM
86
Global Trust Asset Management
Florida
$35K – – –
EW
87
Evoke Wealth
California
$32K +$398 +7 +1%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$31K +$227 +4 +0.7%
RE
89
RBC Europe
United Kingdom
$26.9K – – –
D
90
Diversified
Delaware
$26K +$26.8K +472 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
OC
92
Oakworth Capital
Alabama
$23K – – –
PCA
93
Providence Capital Advisors
North Carolina
$23K +$22.7K +400 New
WT
94
Whittier Trust
California
$22K +$21.4K +376 New
HCM
95
Highlander Capital Management
New Jersey
$20K – – –
IF
96
Ironwood Financial
Arizona
$19K – – –
TWM
97
Tradition Wealth Management
Minnesota
$18K +$17.7K +311 New
NSIM
98
North Star Investment Management
Illinois
$17K – – –
LWM
99
Liberty Wealth Management
California
$17K +$170 +3 +1%
FWM
100
ForthRight Wealth Management
Georgia
$16K +$15.5K +272 New
2 3
4
5 6

KXI Hedge Fund Activity: Q4 2020 in Review

122 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2020, worth a combined $302M — up 4.8% from $288M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new KXI positions and 8 closed out — a net gain of 10 holders — while 44 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $5.27M. The largest seller was Pictet Asset Management (UK), exiting entirely with an estimated $9.07M sold.

  • 122 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2020, up from 115 in Q3 2020.
  • Funds reported $302M of iShares Global Consumer Staples ETF stock for Q4 2020, up 4.8% quarter-over-quarter.
  • 18 funds opened new iShares Global Consumer Staples ETF positions in Q4 2020 and 8 closed out, a net change of +10 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q4 2020 was BlackRock, an estimated $5.27M added.
  • The largest iShares Global Consumer Staples ETF seller in Q4 2020 was Pictet Asset Management (UK), an estimated $9.07M sold.

Based on aggregated 13F filings for Q4 2020.