iShares Global Consumer Staples ETF
53 hedge funds and large institutions have $133M invested in iShares Global Consumer Staples ETF in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
14% more capital invested
Capital invested by funds: $117M → $133M (+$16.4M)
10% more funds holding
Funds holding: 48 → 53 (+5)
0.44% less ownership
Funds ownership: 41.32% → 40.88% (-0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$13.9M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$5.97M |
| 3 |
Jane Street
New York
|
+$3.44M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.35M |
| 5 |
Morgan Stanley
New York
|
+$856K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$2.66M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$2.46M |
| 3 |
SG Americas Securities
New York
|
-$2.44M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.31M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$2.18M |
KXI Hedge Fund Activity: Q4 2013 in Review
53 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2013, worth a combined $133M — up 14% from $117M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new KXI positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 15 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $13.9M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $2.66M sold.
- 53 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2013, up from 48 in Q3 2013.
- Funds reported $133M of iShares Global Consumer Staples ETF stock for Q4 2013, up 14% quarter-over-quarter.
- 9 funds opened new iShares Global Consumer Staples ETF positions in Q4 2013 and 4 closed out, a net change of +5 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q4 2013 was Lazard Asset Management, an estimated $13.9M added.
- The largest iShares Global Consumer Staples ETF seller in Q4 2013 was Virtu KCG Holdings, an estimated $2.66M sold.
Based on aggregated 13F filings for Q4 2013.