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iShares Global Consumer Staples ETF

63 hedge funds and large institutions have $97M invested in iShares Global Consumer Staples ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 6263 (+1)

5.48% less ownership

Funds ownership: 38.25%32.77% (-5.5%)

19% less capital invested

Capital invested by funds: $120M → $97M (-$22.6M)

56% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 25

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
25
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
$19.5M -$2.32M -50,890 -10%
BlackRock
2
BlackRock
New York
$7.64M -$1.18M -25,818 -13%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.18M -$4.92M -108,016 -40%
Morgan Stanley
4
Morgan Stanley
New York
$7.02M -$1.15M -25,168 -14%
JP Morgan Chase
5
JP Morgan Chase
New York
$6.84M +$6.31M +138,620 +906%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$5.4M -$1.24M -27,208 -18%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.81M -$52K -1,142 -1%
Fisher Asset Management
8
Fisher Asset Management
Washington
$3.29M +$3.37M +74,110 New
LPL Financial
9
LPL Financial
California
$3.22M -$36K -790 -1%
RJA
10
Raymond James & Associates
Florida
$2.46M -$20.9K -460 -0.8%
Wells Fargo
11
Wells Fargo
California
$2.28M +$62.7K +1,378 +3%
VKH
12
Virtu KCG Holdings
New York
$2.23M +$1.31M +28,862 +135%
DWM
13
Destination Wealth Management
California
$2.21M -$202K -4,440 -8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.18M +$27.1K +596 +1%
SB
15
Suntrust Banks
Georgia
$2.08M -$195K -4,286 -8%
UBS Group
16
UBS Group
Switzerland
$2M -$1.21M -26,584 -37%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.52M +$545K +11,980 +54%
CA
18
Cetera Advisors
Colorado
$1.46M +$82.3K +1,808 +6%
Citadel Advisors
19
Citadel Advisors
Florida
$1.4M -$2.3M -50,514 -62%
ECAM
20
East Coast Asset Management
Massachusetts
$1.32M
PWM
21
Perigon Wealth Management
California
$1.21M
Nomura Asset Management
22
Nomura Asset Management
Japan
$1.07M +$783K +17,200 +253%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.02M -$60.9K -1,338 -6%
SG Americas Securities
24
SG Americas Securities
New York
$921K +$944K +20,734 New
MAS
25
Madden Advisory Services
Florida
$914K -$12.7K -280 -1%

KXI Hedge Fund Activity: Q3 2015 in Review

63 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2015, worth a combined $97M — down 19% from $120M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new KXI positions and 8 closed out — a net gain of 2 holders — while 11 added to existing stakes and 25 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.31M. The largest seller was Jane Street, cutting an estimated $10.7M.

  • 63 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2015, up from 62 in Q2 2015.
  • Funds reported $97M of iShares Global Consumer Staples ETF stock for Q3 2015, down 19% quarter-over-quarter.
  • 10 funds opened new iShares Global Consumer Staples ETF positions in Q3 2015 and 8 closed out, a net change of +2 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q3 2015 was JP Morgan Chase, an estimated $6.31M added.
  • The largest iShares Global Consumer Staples ETF seller in Q3 2015 was Jane Street, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2015.