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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
TWA
101
TCI Wealth Advisors
Arizona
$16K +$15.9K +280 New
CFGS
102
Concourse Financial Group Securities
Alabama
$15K – – –
IFAM
103
Institutional & Family Asset Management
Colorado
$15K – – –
SFS
104
Sowell Financial Services
Arkansas
$13K +$5K +88 +63%
CFA
105
Carroll Financial Associates
North Carolina
$12K – – –
IAIM
106
International Assets Investment Management
Florida
$12K +$11.4K +200 New
PMFA
107
Plante Moran Financial Advisors
Michigan
$8K – – –
FCA
108
FinTrust Capital Advisors
South Carolina
$7K – – –
BL
109
Balentine LLC
Georgia
$7K +$6.65K +117 New
FPW
110
Flagship Private Wealth
Massachusetts
$6.71K +$6.71K +118 New
FWP
111
FAS Wealth Partners
Kansas
$6K – – –
S
112
SignatureFD
Georgia
$6K +$284 +5 +6%
APA
113
American Portfolios Advisors
New York
$5.48K – – –
MRC
114
Millburn Ridgefield Corp
New York
$4K -$2.84K -50 -44%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$4K – – –
US Bancorp
116
US Bancorp
Minnesota
$4K – – –
GFPC
117
Global Financial Private Client
Florida
$3.61K – – –
CAAS
118
Capital Asset Advisory Services
Michigan
$3K – – –
LWANC
119
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$1K – – –
William Blair & Company
121
William Blair & Company
Illinois
$1K – – –
WIM
122
Westside Investment Management
California
$5 – – –
PAMU
123
Pictet Asset Management (UK)
United Kingdom
– -$9.07M -163,733 Closed
BAM
124
Belpointe Asset Management
Nevada
– -$276K -4,988 Closed
Stifel Financial
125
Stifel Financial
Missouri
– -$270K -4,878 Closed
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.