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iShares Global Consumer Staples ETF

53 hedge funds and large institutions have $93.1M invested in iShares Global Consumer Staples ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.9% less ownership

Funds ownership: 32.89%30.99% (-1.9%)

7% less funds holding

Funds holding: 5753 (-4)

9% less capital invested

Capital invested by funds: $103M → $93.1M (-$9.63M)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$19.1M -$207K -4,636 -1%
BlackRock
2
BlackRock
New York
$10.4M -$45.4K -1,018 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$7.9M +$495K +11,112 +7%
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$6.21M -$494K -11,094 -7%
U
5
UBS
Switzerland
$4.44M -$1.03M -23,140 -19%
SG Americas Securities
6
SG Americas Securities
New York
$4.12M +$316K +7,084 +8%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$3.9M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.65M +$686K +15,392 +23%
LPL Financial
9
LPL Financial
California
$3.19M +$101K +2,266 +3%
SB
10
Suntrust Banks
Georgia
$2.92M -$1.29M -28,968 -30%
VKH
11
Virtu KCG Holdings
New York
$2.67M +$1.25M +28,022 +86%
Wells Fargo
12
Wells Fargo
California
$2.57M -$210K -4,708 -7%
RJA
13
Raymond James & Associates
Florida
$2.48M +$13.8K +310 +0.6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.32M +$14.6K +328 +0.6%
DWM
15
Destination Wealth Management
California
$2.15M +$341K +7,642 +18%
USAA
16
United Services Automobile Association
Texas
$1.75M -$2.67M -60,000 -60%
CA
17
Cetera Advisors
Colorado
$1.39M +$46.4K +1,042 +3%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.29M -$807K -18,110 -38%
ECAM
19
East Coast Asset Management
Massachusetts
$1.13M -$64.2K -1,440 -5%
MAS
20
Madden Advisory Services
Florida
$1.11M -$145K -3,246 -11%
PI
21
Placemark Investments
Illinois
$941K +$680K +15,266 +246%
BKBG
22
BHF Kleinwort Benson Group
Belgium
$747K -$27.8K -624 -4%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$685K
CHFS
24
Cobble Hill Financial Services
New Jersey
$526K -$178K -4,000 -25%
QCMC
25
Quantum Capital Management (California)
California
$512K -$140K -3,148 -21%

KXI Hedge Fund Activity: Q3 2014 in Review

53 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2014, worth a combined $93.1M — down 9.4% from $103M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KXI and 4 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was Virtu KCG Holdings, adding an estimated $1.25M. The largest seller was Jane Street, cutting an estimated $3.07M.

  • 53 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2014, down from 57 in Q2 2014.
  • Funds reported $93.1M of iShares Global Consumer Staples ETF stock for Q3 2014, down 9.4% quarter-over-quarter.
  • 4 funds opened new iShares Global Consumer Staples ETF positions in Q3 2014 and 8 closed out, a net change of -4 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q3 2014 was Virtu KCG Holdings, an estimated $1.25M added.
  • The largest iShares Global Consumer Staples ETF seller in Q3 2014 was Jane Street, an estimated $3.07M sold.

Based on aggregated 13F filings for Q3 2014.