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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 %
CFGS
101
Concourse Financial Group Securities
Alabama
$13K – – –
CFA
102
Carroll Financial Associates
North Carolina
$10K – – –
SFS
103
Sowell Financial Services
Arkansas
$7K -$14.3K -283 -67%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$7K – – –
PMFA
105
Plante Moran Financial Advisors
Michigan
$7K +$7K +142 New
FCA
106
FinTrust Capital Advisors
South Carolina
$6K – – –
APA
107
American Portfolios Advisors
New York
$5.95K -$1.35K -26 -18%
AIM
108
Anchor Investment Management
South Carolina
$5.17K – – –
FWP
109
FAS Wealth Partners
Kansas
$5K – – –
S
110
SignatureFD
Georgia
$5K +$1.22K +22 +32%
US Bancorp
111
US Bancorp
Minnesota
$4K – – –
MRC
112
Millburn Ridgefield Corp
New York
$4K +$4K +77 New
CAAS
113
Capital Asset Advisory Services
Michigan
$3K – – –
LWANC
114
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
William Blair & Company
115
William Blair & Company
Illinois
$1K – – –
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$1K +$1K +24 New
WIM
117
Westside Investment Management
California
$5 – – –
IC
118
InterOcean Capital
Illinois
– -$2.6M -54,412 Closed
ZIC
119
ZWJ Investment Counsel
Georgia
– -$717K -15,000 Closed
LIM
120
Leavell Investment Management
Alabama
– -$293K -6,132 Closed
GFP
121
Gryphon Financial Partners
Ohio
– -$240K -5,015 Closed
CBA
122
Coastal Bridge Advisors
Connecticut
– -$212K -4,430 Closed
PFP
123
Pinnacle Financial Partners
Tennessee
– -$72K -1,501 Closed
NFG
124
Next Financial Group
Texas
– -$57K -1,188 Closed
AIC
125
Ameritas Investment Company
Nebraska
– -$55K -1,160 Closed
2 3 4
5
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