iShares Global Consumer Staples ETF
79 hedge funds and large institutions have $200M invested in iShares Global Consumer Staples ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 11 closing their positions.
175% more capital invested
Capital invested by funds: $72.9M → $200M (+$128M)
18.83% more ownership
Funds ownership: 14.27% → 33.1% (+19%)
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
4% less funds holding
Funds holding: 82 → 79 (-3)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$77M |
| 2 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$23.9M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$16.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$5.09M |
| 5 |
Jane Street
New York
|
+$3.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.19M |
| 2 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$746K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$686K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$620K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$497K |
KXI Hedge Fund Activity: Q3 2018 in Review
79 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2018, worth a combined $200M — up 175% from $72.9M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of KXI and 8 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 20 added.
The largest buyer was BlackRock, adding an estimated $77M. The largest seller was Cetera Advisors, exiting entirely with an estimated $1.19M sold.
- 79 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2018, down from 82 in Q2 2018.
- Funds reported $200M of iShares Global Consumer Staples ETF stock for Q3 2018, up 175% quarter-over-quarter.
- 8 funds opened new iShares Global Consumer Staples ETF positions in Q3 2018 and 11 closed out, a net change of -3 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q3 2018 was BlackRock, an estimated $77M added.
- The largest iShares Global Consumer Staples ETF seller in Q3 2018 was Cetera Advisors, an estimated $1.19M sold.
Based on aggregated 13F filings for Q3 2018.