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iShares Global Consumer Discretionary ETF

51 hedge funds and large institutions have $108M invested in iShares Global Consumer Discretionary ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 5051 (+1)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

4.72% less ownership

Funds ownership: 46.14%41.42% (-4.7%)

50% less capital invested

Capital invested by funds: $215M → $108M (-$106M)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$24M -$4.32M -48,172 -15%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.4M -$670K -7,472 -6%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.82M +$443K +4,940 +6%
BFA
4
Beaumont Financial Advisors
Massachusetts
$7.55M
Morgan Stanley
5
Morgan Stanley
New York
$7.09M -$87.8K -980 -1%
Bank of America
6
Bank of America
North Carolina
$6.45M -$733K -8,185 -10%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$5.21M -$1.07M -11,984 -16%
JP Morgan Chase
8
JP Morgan Chase
New York
$4.42M +$4.64M +51,754 New
Citadel Advisors
9
Citadel Advisors
Florida
$3.45M +$3.62M +40,446 New
VKH
10
Virtu KCG Holdings
New York
$3M +$3.15M +35,137 New
UOC
11
UBS O'Connor
Illinois
$2.83M +$2.97M +33,100 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.75M +$27.5K +307 +1%
Jane Street
13
Jane Street
New York
$2.71M +$2.85M +31,798 New
X
14
Xponance
Pennsylvania
$2.38M +$314K +3,509 +15%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.35M +$243K +2,712 +11%
BAM
16
Baring Asset Management
United Kingdom
$2M +$2.1M +23,480 New
UBS Group
17
UBS Group
Switzerland
$1.52M +$223K +2,493 +16%
LPL Financial
18
LPL Financial
California
$1.42M -$858K -9,579 -37%
Goldman Sachs
19
Goldman Sachs
New York
$1.39M +$986K +11,004 +208%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.36M +$389K +4,343 +37%
PWM
21
Perigon Wealth Management
California
$1.28M +$2.51K +28 +0.2%
Wells Fargo
22
Wells Fargo
California
$1.22M +$154K +1,722 +14%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.04M -$1.04M -11,602 -49%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$674K +$686K +7,660 +3,274%
JPTCCM
25
J.P. Turner & Co Capital Management
Georgia
$619K -$351K -3,918 -35%

RXI Hedge Fund Activity: Q3 2015 in Review

51 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Discretionary ETF (RXI) for Q3 2015, worth a combined $108M — down 50% from $215M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RXI positions and 9 closed out — a net gain of 1 holder — while 13 added to existing stakes and 14 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $4.64M. The largest seller was AssetMark Inc, exiting entirely with an estimated $97.2M sold.

  • 51 institutional investors held iShares Global Consumer Discretionary ETF (RXI) as of Q3 2015, up from 50 in Q2 2015.
  • Funds reported $108M of iShares Global Consumer Discretionary ETF stock for Q3 2015, down 50% quarter-over-quarter.
  • 10 funds opened new iShares Global Consumer Discretionary ETF positions in Q3 2015 and 9 closed out, a net change of +1 holder.
  • The largest iShares Global Consumer Discretionary ETF buyer in Q3 2015 was JP Morgan Chase, an estimated $4.64M added.
  • The largest iShares Global Consumer Discretionary ETF seller in Q3 2015 was AssetMark Inc, an estimated $97.2M sold.

Based on aggregated 13F filings for Q3 2015.