iShares Global Consumer Staples ETF
115 hedge funds and large institutions have $288M invested in iShares Global Consumer Staples ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 12 closing their positions.
13% more capital invested
Capital invested by funds: $254M → $288M (+$34.2M)
3.34% more ownership
Funds ownership: 42.54% → 45.88% (+3.3%)
3% less funds holding
Funds holding: 119 → 115 (-4)
26% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 39
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$16.5M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$4.92M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
+$3.1M |
| 4 |
Morgan Stanley
New York
|
+$2.26M |
| 5 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.9M |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$2.93M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.56M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.55M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$1.14M |
KXI Hedge Fund Activity: Q3 2020 in Review
115 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2020, worth a combined $288M — up 13% from $254M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of KXI and 8 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 29 added.
The largest buyer was BlackRock, adding an estimated $16.5M. The largest seller was UBS Group, cutting an estimated $3.9M.
- 115 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2020, down from 119 in Q2 2020.
- Funds reported $288M of iShares Global Consumer Staples ETF stock for Q3 2020, up 13% quarter-over-quarter.
- 8 funds opened new iShares Global Consumer Staples ETF positions in Q3 2020 and 12 closed out, a net change of -4 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q3 2020 was BlackRock, an estimated $16.5M added.
- The largest iShares Global Consumer Staples ETF seller in Q3 2020 was UBS Group, an estimated $3.9M sold.
Based on aggregated 13F filings for Q3 2020.