iShares Global Consumer Staples ETF
119 hedge funds and large institutions have $227M invested in iShares Global Consumer Staples ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 20 closing their positions.
2% less funds holding
Funds holding: 122 → 119 (-3)
5.81% less ownership
Funds ownership: 49.57% → 43.76% (-5.8%)
15% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 20
25% less capital invested
Capital invested by funds: $302M → $227M (-$75.3M)
34% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$7.02M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
+$4.66M |
| 3 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$3.11M |
| 4 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$2.02M |
| 5 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$38.7M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$25.4M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.33M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.43M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$2.83M |
KXI Hedge Fund Activity: Q1 2021 in Review
119 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q1 2021, worth a combined $227M — down 25% from $302M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of KXI and 17 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 25 added.
The largest buyer was Jane Street, opening a new position worth an estimated $7.02M. The largest seller was Bank of America, cutting an estimated $38.7M.
- 119 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q1 2021, down from 122 in Q4 2020.
- Funds reported $227M of iShares Global Consumer Staples ETF stock for Q1 2021, down 25% quarter-over-quarter.
- 17 funds opened new iShares Global Consumer Staples ETF positions in Q1 2021 and 20 closed out, a net change of -3 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q1 2021 was Jane Street, an estimated $7.02M added.
- The largest iShares Global Consumer Staples ETF seller in Q1 2021 was Bank of America, an estimated $38.7M sold.
Based on aggregated 13F filings for Q1 2021.