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iShares Global Consumer Staples ETF
KXI

115 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, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $254M → $288M (+$34.2M)

3.34% more ownership

Funds ownership: 42.54% → 45.88% (+3.3%)

3% less funds holding

Funds holding: 119 → 115 (-4)

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$16.5M
2
Creative Planning
Creative Planning
Kansas
+$4.92M
3
RBA
Richard Bernstein Advisors
New York
+$3.1M
4
Morgan Stanley
Morgan Stanley
New York
+$2.26M
5
FA
Fortis Advisors
Pennsylvania
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.9M
2
NR
Newfound Research
Massachusetts
-$2.93M
3
IA
IFP Advisors
Florida
-$2.56M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.55M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$8K – – –
FWP
102
FAS Wealth Partners
Kansas
$6K – – –
MRC
103
Millburn Ridgefield Corp
New York
$6K +$2.03K +37 +48%
APA
104
American Portfolios Advisors
New York
$5.21K -$1.15K -21 -18%
S
105
SignatureFD
Georgia
$5K – – –
US Bancorp
106
US Bancorp
Minnesota
$4K – – –
GFPC
107
Global Financial Private Client
Florida
$3.45K -$11.3K -206 -77%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$3K -$3.29K -60 -45%
CAAS
109
Capital Asset Advisory Services
Michigan
$3K – – –
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$1K – – –
William Blair & Company
112
William Blair & Company
Illinois
$1K – – –
BHB
113
Bank Hapoalim BM
Israel
$222 – – –
FCA
114
FinTrust Capital Advisors
South Carolina
$6 – – –
WIM
115
Westside Investment Management
California
$5 – – –
NR
116
Newfound Research
Massachusetts
– -$2.93M -56,623 Closed
Citadel Advisors
117
Citadel Advisors
Florida
– -$1.55M -30,046 Closed
Nomura Asset Management
118
Nomura Asset Management
Japan
– -$693K -13,400 Closed
B
119
Barings
North Carolina
– -$526K -11,000 Closed
GT
120
Greenleaf Trust
Michigan
– -$490K -9,470 Closed
Jane Street
121
Jane Street
New York
– -$330K -6,377 Closed
SFFS
122
Stonehage Fleming Financial Services
Jersey
– -$279K -5,412 Closed
DLCIG
123
D.L. Carlson Investment Group
New Hampshire
– -$233K -4,505 Closed
1W
124
1776 Wealth
Georgia
– -$108K -2,100 Closed
CAN
125
Cetera Advisor Networks
California
– -$61K -1,170 Closed
2 3 4
5
6

KXI Hedge Fund Activity: Q3 2020 in Review

115 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2020, worth a combined $288M — up 13% from $254M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of KXI and 8 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 29 added.

The largest buyer was BlackRock, adding an estimated $16.5M. The largest seller was UBS Group, cutting an estimated $3.9M.

  • 115 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2020, down from 119 in Q2 2020.
  • Funds reported $288M of iShares Global Consumer Staples ETF stock for Q3 2020, up 13% quarter-over-quarter.
  • 8 funds opened new iShares Global Consumer Staples ETF positions in Q3 2020 and 12 closed out, a net change of -4 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q3 2020 was BlackRock, an estimated $16.5M added.
  • The largest iShares Global Consumer Staples ETF seller in Q3 2020 was UBS Group, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2020.