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iShares Global Consumer Staples ETF

79 hedge funds and large institutions have $107M invested in iShares Global Consumer Staples ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

0.37% more ownership

Funds ownership: 34.3%34.68% (+0.37%)

0% less capital invested

Capital invested by funds: $107M → $107M (-$119K)

4% less funds holding

Funds holding: 8279 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
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
$18.1M -$1.31M -25,426 -7%
Morgan Stanley
2
Morgan Stanley
New York
$9.63M -$863K -16,784 -8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.74M -$49.1K -956 -0.7%
BlackRock
4
BlackRock
New York
$6.73M -$121K -2,346 -2%
NR
5
Newfound Research
Massachusetts
$5.85M +$914K +17,780 +18%
Jane Street
6
Jane Street
New York
$5.18M +$5.23M +101,684 New
LPL Financial
7
LPL Financial
California
$4.18M +$49.1K +956 +1%
IC
8
InterOcean Capital
Illinois
$3.51M +$3.55M +69,032 New
Bessemer Group
9
Bessemer Group
New Jersey
$3.41M +$18.6K +362 +0.5%
UBS Group
10
UBS Group
Switzerland
$3.2M +$3.08K +60 +0.1%
GT
11
Greenleaf Trust
Michigan
$2.96M +$804K +15,648 +37%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.64M +$90K +1,750 +3%
Wells Fargo
13
Wells Fargo
California
$2.43M -$232K -4,506 -9%
RJA
14
Raymond James & Associates
Florida
$2.26M -$206 -4 -0%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.86M -$175K -3,406 -9%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.84M -$565K -10,996 -23%
SB
17
Suntrust Banks
Georgia
$1.81M -$119K -2,308 -6%
CA
18
Cetera Advisors
Colorado
$1.77M +$229K +4,462 +15%
WI
19
WrapManager Inc
California
$1.59M +$445K +8,652 +38%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$1.31M -$792K -15,404 -37%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.31M +$59.6K +1,160 +5%
ECAM
22
East Coast Asset Management
Massachusetts
$1.28M -$26.8K -522 -2%
BCM
23
Brookstone Capital Management
Illinois
$1.23M +$339K +6,596 +38%
Citadel Advisors
24
Citadel Advisors
Florida
$1.18M +$641K +12,476 +116%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$995K -$93.3K -1,814 -8%

KXI Hedge Fund Activity: Q3 2017 in Review

79 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2017, worth a combined $107M — down 0.11% from $107M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KXI and 5 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 23 added.

The largest buyer was Jane Street, opening a new position worth an estimated $5.23M. The largest seller was Transamerica Financial Advisors, cutting an estimated $3.64M.

  • 79 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2017, down from 82 in Q2 2017.
  • Funds reported $107M of iShares Global Consumer Staples ETF stock for Q3 2017, down 0.11% quarter-over-quarter.
  • 5 funds opened new iShares Global Consumer Staples ETF positions in Q3 2017 and 8 closed out, a net change of -3 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q3 2017 was Jane Street, an estimated $5.23M added.
  • The largest iShares Global Consumer Staples ETF seller in Q3 2017 was Transamerica Financial Advisors, an estimated $3.64M sold.

Based on aggregated 13F filings for Q3 2017.