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iShares Global Consumer Discretionary ETF

39 hedge funds and large institutions have $100M invested in iShares Global Consumer Discretionary ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

5% more funds holding

Funds holding: 3739 (+2)

4% more capital invested

Capital invested by funds: $96.2M → $100M (+$4.15M)

1.65% less ownership

Funds ownership: 38.12%36.47% (-1.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
13
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$17.2M +$1.63M +19,809 +10%
Jane Street
2
Jane Street
New York
$9.78M +$9.78M +119,184 New
SG Americas Securities
3
SG Americas Securities
New York
$9.61M +$1.12M +13,588 +13%
Bank of America
4
Bank of America
North Carolina
$8.37M +$2.15M +26,186 +35%
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$7.77M
X
6
Xponance
Pennsylvania
$7.77M
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$6.22M +$3.82M +46,521 +159%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$5.89M +$477K +5,816 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.84M +$242K +2,943 +4%
Morgan Stanley
10
Morgan Stanley
New York
$5.37M +$1.01M +12,305 +23%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.76M -$849K -10,344 -24%
U
12
UBS
Switzerland
$2.04M -$1.82M -22,221 -47%
NPC
13
National Planning Corporation
California
$2M +$18.6K +227 +1%
AIG
14
American International Group
New York
$1.96M +$406K +4,952 +26%
LPL Financial
15
LPL Financial
California
$1.21M +$685K +8,341 +131%
Wells Fargo
16
Wells Fargo
California
$1.16M -$506K -6,159 -30%
VKH
17
Virtu KCG Holdings
New York
$1.08M +$1.08M +13,124 New
ACI
18
AMP Capital Investors
Australia
$1.06M
QCMC
19
Quantum Capital Management (California)
California
$734K -$23.2K -283 -3%
CHFS
20
Cobble Hill Financial Services
New Jersey
$410K
Goldman Sachs
21
Goldman Sachs
New York
$380K +$123K +1,501 +48%
BKBG
22
BHF Kleinwort Benson Group
Belgium
$331K +$331K +4,036 New
Citigroup
23
Citigroup
New York
$252K
PWM
24
Perigon Wealth Management
California
$243K +$12.3K +150 +5%
NES
25
New England Securities
New York
$183K +$15.2K +185 +9%

RXI Hedge Fund Activity: Q1 2014 in Review

39 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Discretionary ETF (RXI) for Q1 2014, worth a combined $100M — up 4.3% from $96.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RXI positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $9.78M. The largest seller was Country Club Trust, exiting entirely with an estimated $5.5M sold.

  • 39 institutional investors held iShares Global Consumer Discretionary ETF (RXI) as of Q1 2014, up from 37 in Q4 2013.
  • Funds reported $100M of iShares Global Consumer Discretionary ETF stock for Q1 2014, up 4.3% quarter-over-quarter.
  • 6 funds opened new iShares Global Consumer Discretionary ETF positions in Q1 2014 and 4 closed out, a net change of +2 holders.
  • The largest iShares Global Consumer Discretionary ETF buyer in Q1 2014 was Jane Street, an estimated $9.78M added.
  • The largest iShares Global Consumer Discretionary ETF seller in Q1 2014 was Country Club Trust, an estimated $5.5M sold.

Based on aggregated 13F filings for Q1 2014.