iShares Global Consumer Staples ETF
119 hedge funds and large institutions have $254M invested in iShares Global Consumer Staples ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
2% more funds holding
Funds holding: 117 → 119 (+2)
8.33% less ownership
Funds ownership: 50.87% → 42.54% (-8.3%)
22% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 41
27% less capital invested
Capital invested by funds: $347M → $254M (-$92.6M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$1.87M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$1.85M |
| 3 |
BDWM
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
+$1.06M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$725K |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$686K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
-$38.6M |
| 2 |
BlackRock
New York
|
-$37.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$32.9M |
| 4 |
Morgan Stanley
New York
|
-$3.69M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.29M |
KXI Hedge Fund Activity: Q2 2020 in Review
119 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q2 2020, worth a combined $254M — down 27% from $347M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new KXI positions and 11 closed out — a net gain of 3 holders — while 32 added to existing stakes and 41 trimmed.
The largest buyer was Newfound Research, adding an estimated $1.87M. The largest seller was Richard Bernstein Advisors, cutting an estimated $38.6M.
- 119 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q2 2020, up from 117 in Q1 2020.
- Funds reported $254M of iShares Global Consumer Staples ETF stock for Q2 2020, down 27% quarter-over-quarter.
- 14 funds opened new iShares Global Consumer Staples ETF positions in Q2 2020 and 11 closed out, a net change of +3 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q2 2020 was Newfound Research, an estimated $1.87M added.
- The largest iShares Global Consumer Staples ETF seller in Q2 2020 was Richard Bernstein Advisors, an estimated $38.6M sold.
Based on aggregated 13F filings for Q2 2020.