iShares Global Consumer Staples ETF
102 hedge funds and large institutions have $403M invested in iShares Global Consumer Staples ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 38 reducing their positions, and 18 closing their positions.
52% more capital invested
Capital invested by funds: $266M → $403M (+$137M)
7.91% more ownership
Funds ownership: 46.66% → 54.56% (+7.9%)
0% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 18
2% less funds holding
Funds holding: 104 → 102 (-2)
47% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
+$87.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$58.5M |
| 3 |
BlackRock
New York
|
+$42.4M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
+$6.96M |
| 5 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$33.7M |
| 2 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$22.4M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$15.6M |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$11.4M |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$5.89M |
KXI Hedge Fund Activity: Q1 2019 in Review
102 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q1 2019, worth a combined $403M — up 52% from $266M a quarter earlier.
Fund positioning in KXI was balanced in Q1 2019: 18 funds opened new positions, 18 closed out, 20 added to existing stakes and 38 trimmed.
The largest buyer was Richard Bernstein Advisors, opening a new position worth an estimated $87.6M. The largest seller was Envestnet Asset Management, cutting an estimated $33.7M.
- 102 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q1 2019, down from 104 in Q4 2018.
- Funds reported $403M of iShares Global Consumer Staples ETF stock for Q1 2019, up 52% quarter-over-quarter.
- 18 funds opened new iShares Global Consumer Staples ETF positions in Q1 2019 and 18 closed out, a net change of 0 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q1 2019 was Richard Bernstein Advisors, an estimated $87.6M added.
- The largest iShares Global Consumer Staples ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $33.7M sold.
Based on aggregated 13F filings for Q1 2019.