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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
NSIM
102
North Star Investment Management
Illinois
$22K +$55 +1 +0.3%
HCM
103
Highlander Capital Management
New Jersey
$19K – – –
IF
104
Ironwood Financial
Arizona
$18K – – –
HWM
105
Howard Wealth Management
Connecticut
$18K +$18.6K +340 New
LWM
106
Liberty Wealth Management
California
$17K +$55 +1 +0.3%
TCM
107
TD Capital Management
Tennessee
$17K +$218 +4 +1%
IA
108
IFP Advisors
Florida
$15K -$218 -4 -1%
VCP
109
Verus Capital Partners
Arizona
$13K +$12.8K +235 New
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$7K – – –
FCA
111
FinTrust Capital Advisors
South Carolina
$6K – – –
PA
112
Parallel Advisors
California
$6K – – –
AIM
113
Anchor Investment Management
South Carolina
$5.55K -$1.64K -30 -23%
US Bancorp
114
US Bancorp
Minnesota
$4K – – –
BCI
115
Brinker Capital Investments
Pennsylvania
$3K – – –
LWANC
116
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
William Blair & Company
117
William Blair & Company
Illinois
$1K -$8.19K -150 -93%
FIM
118
Freedom Investment Management
Connecticut
– -$1.27M -23,165 Closed
LHC
119
Little House Capital
Massachusetts
– -$666K -12,140 Closed
CBA
120
Coastal Bridge Advisors
Connecticut
– -$315K -5,754 Closed
BPWA
121
Beacon Pointe Wealth Advisors
California
– -$243K -4,441 Closed
Creative Planning
122
Creative Planning
Kansas
– -$239K -4,356 Closed
WT
123
Whittier Trust
California
– -$111K -2,020 Closed
AIC
124
Ameritas Investment Company
Nebraska
– -$65K -1,188 Closed
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
– -$36K -650 Closed
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.