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iShares Global Consumer Staples ETF
KXI

122 hedge funds and large institutions have $302M invested in iShares Global Consumer Staples ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 22

6% more funds holding

Funds holding: 115 → 122 (+7)

3.69% more ownership

Funds ownership: 45.88% → 49.57% (+3.7%)

5% more capital invested

Capital invested by funds: $288M → $302M (+$13.7M)

Holders
122
Holders Change
+7
Holders Change %
+6.09%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
44
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.27M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.83M
3
SPIA
Steward Partners Investment Advisory
New York
+$886K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$810K
5
RBA
Richard Bernstein Advisors
New York
+$611K

Top Sellers

Rank Fund Capital Flow
1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$9.07M
2
Bank of America
Bank of America
North Carolina
-$2.44M
3
Ameriprise
Ameriprise
Minnesota
-$1.29M
4
UBS Group
UBS Group
Switzerland
-$962K
5
Goldman Sachs
Goldman Sachs
New York
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$116M +$5.27M +92,670 +5%
Bank of America
2
Bank of America
North Carolina
$43.8M -$2.44M -42,895 -5%
RBA
3
Richard Bernstein Advisors
New York
$33.5M +$611K +10,747 +2%
Morgan Stanley
4
Morgan Stanley
New York
$8.21M -$69.3K -1,219 -0.9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.03M +$292K +5,137 +4%
LPL Financial
6
LPL Financial
California
$7.39M +$228K +4,018 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.54M +$810K +14,261 +15%
Goldman Sachs
8
Goldman Sachs
New York
$6.14M -$727K -12,790 -11%
UBS Group
9
UBS Group
Switzerland
$6.05M -$962K -16,934 -14%
Creative Planning
10
Creative Planning
Kansas
$5.33M -$718K -12,630 -12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.07M +$550K +9,678 +16%
Citadel Advisors
12
Citadel Advisors
Florida
$3.92M +$3.83M +67,321 New
Wells Fargo
13
Wells Fargo
California
$3.18M -$26.8K -471 -0.9%
Fisher Asset Management
14
Fisher Asset Management
Washington
$2.94M -$227K -3,997 -7%
SW
15
SVB Wealth
Massachusetts
$2.83M -$137K -2,413 -5%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.75M +$428K +7,524 +19%
Truist Financial
17
Truist Financial
North Carolina
$2.48M +$40.3K +709 +2%
SPIA
18
Steward Partners Investment Advisory
New York
$2.46M +$886K +15,586 +59%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.05M -$211K -3,709 -10%
FA
20
Fortis Advisors
Pennsylvania
$2.03M +$204K +3,594 +12%
Ameriprise
21
Ameriprise
Minnesota
$2.01M -$1.29M -22,740 -40%
Bessemer Group
22
Bessemer Group
New Jersey
$1.78M – – –
SC
23
Slow Capital
California
$1.61M -$161K -2,836 -9%
FFN
24
Focus Financial Network
Minnesota
$1.54M +$203K +3,572 +16%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$1.46M – – –
1
2 3 4 5

KXI Hedge Fund Activity: Q4 2020 in Review

122 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2020, worth a combined $302M — up 4.8% from $288M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new KXI positions and 8 closed out — a net gain of 10 holders — while 44 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $5.27M. The largest seller was Pictet Asset Management (UK), exiting entirely with an estimated $9.07M sold.

  • 122 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2020, up from 115 in Q3 2020.
  • Funds reported $302M of iShares Global Consumer Staples ETF stock for Q4 2020, up 4.8% quarter-over-quarter.
  • 18 funds opened new iShares Global Consumer Staples ETF positions in Q4 2020 and 8 closed out, a net change of +10 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q4 2020 was BlackRock, an estimated $5.27M added.
  • The largest iShares Global Consumer Staples ETF seller in Q4 2020 was Pictet Asset Management (UK), an estimated $9.07M sold.

Based on aggregated 13F filings for Q4 2020.