iShares Global Consumer Staples ETF
113 hedge funds and large institutions have $447M invested in iShares Global Consumer Staples ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
10% more funds holding
Funds holding: 103 → 113 (+10)
7% more capital invested
Capital invested by funds: $420M → $447M (+$27.5M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.59% less ownership
Funds ownership: 54.72% → 52.13% (-2.6%)
14% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$6.73M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
+$6.25M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.66M |
| 4 |
BlackRock
New York
|
+$2.35M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
-$6.58M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$4.92M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$2.98M |
| 4 |
Morgan Stanley
New York
|
-$1.97M |
| 5 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$924K |
KXI Hedge Fund Activity: Q3 2019 in Review
113 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2019, worth a combined $447M — up 6.6% from $420M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new KXI positions and 10 closed out — a net gain of 11 holders — while 25 added to existing stakes and 29 trimmed.
The largest buyer was Cambria Investment Management, opening a new position worth an estimated $6.73M. The largest seller was Richard Bernstein Advisors, cutting an estimated $6.58M.
- 113 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2019, up from 103 in Q2 2019.
- Funds reported $447M of iShares Global Consumer Staples ETF stock for Q3 2019, up 6.6% quarter-over-quarter.
- 21 funds opened new iShares Global Consumer Staples ETF positions in Q3 2019 and 10 closed out, a net change of +11 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q3 2019 was Cambria Investment Management, an estimated $6.73M added.
- The largest iShares Global Consumer Staples ETF seller in Q3 2019 was Richard Bernstein Advisors, an estimated $6.58M sold.
Based on aggregated 13F filings for Q3 2019.