iShares Global Consumer Staples ETF
114 hedge funds and large institutions have $302M invested in iShares Global Consumer Staples ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 10 closing their positions.
34% more capital invested
Capital invested by funds: $225M → $302M (+$76.2M)
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
8.76% more ownership
Funds ownership: 40.78% → 49.54% (+8.8%)
0% more funds holding
Funds holding: 114 → 114 (0)
7% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$63.6M |
| 2 |
Jane Street
New York
|
+$12.9M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.29M |
| 4 |
BlackRock
New York
|
+$3.79M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.28M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.28M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$860K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$788K |
| 5 |
FTA
Financial & Tax Architects
St Louis,
Missouri
|
-$673K |
KXI Hedge Fund Activity: Q3 2021 in Review
114 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2021, worth a combined $302M — up 34% from $225M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new KXI positions and 10 closed out — a net gain of 3 holders — while 28 added to existing stakes and 30 trimmed.
The largest buyer was LPL Financial, adding an estimated $63.6M. The largest seller was Morgan Stanley, cutting an estimated $6.28M.
- 114 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $302M of iShares Global Consumer Staples ETF stock for Q3 2021, up 34% quarter-over-quarter.
- 13 funds opened new iShares Global Consumer Staples ETF positions in Q3 2021 and 10 closed out, a net change of +3 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q3 2021 was LPL Financial, an estimated $63.6M added.
- The largest iShares Global Consumer Staples ETF seller in Q3 2021 was Morgan Stanley, an estimated $6.28M sold.
Based on aggregated 13F filings for Q3 2021.