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iShares Global Consumer Staples ETF
KXI

149 hedge funds and large institutions have $682M invested in iShares Global Consumer Staples ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 12

126% more capital invested

Capital invested by funds: $302M → $682M (+$380M)

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

31% more funds holding

Funds holding: 114 → 149 (+35)

14.73% more ownership

Funds ownership: 49.54% → 64.27% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
149
Holders Change
+35
Holders Change %
+30.7%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
44
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$150M
2
RBA
Richard Bernstein Advisors
New York
+$82.1M
3
Ameriprise
Ameriprise
Minnesota
+$59.2M
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$16M
5
MD
Money Design
Japan
+$10.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$16M
2
Goldman Sachs
Goldman Sachs
New York
-$5.34M
3
Morgan Stanley
Morgan Stanley
New York
-$4.07M
4
Barclays
Barclays
United Kingdom
-$1.52M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$2.07M +$157K +2,528 +9%
LJAC
27
L.J. Altfest & Co
New York
$2.07M +$1.66M +26,805 +520%
BDWM
28
Brewin Dolphin Wealth Management
Ireland
$2.02M -$167K -2,693 -8%
OPS
29
Orion Portfolio Solutions
Nebraska
$2.01M +$83.8K +1,350 +5%
Bessemer Group
30
Bessemer Group
New Jersey
$1.49M – – –
TCA
31
Transcend Capital Advisors
New Jersey
$1.43M +$1.37M +22,078 New
CGA
32
Crescent Grove Advisors
Illinois
$1.4M – – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.26M -$68.8K -1,108 -5%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$1.2M +$1.15M +18,536 New
Jane Street
35
Jane Street
New York
$1.17M -$16M -257,150 -93%
PIMG
36
Patriot Investment Management Group
Tennessee
$1.16M +$373 +6 +0%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.13M +$130K +2,087 +14%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$1.11M -$484K -7,800 -31%
Citadel Advisors
39
Citadel Advisors
Florida
$1.01M -$134K -2,160 -12%
CA
40
Calton & Associates
Florida
$962K +$158K +2,542 +21%
EGWAG
41
Elwood & Goetz Wealth Advisory Group
Georgia
$940K +$902K +14,520 New
WCM
42
WealthBridge Capital Management
Ohio
$904K -$49.7K -800 -5%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$874K +$120K +1,934 +17%
Stifel Financial
44
Stifel Financial
Missouri
$835K +$389K +6,273 +95%
CBFP
45
Cedar Brook Financial Partners
Ohio
$834K +$256K +4,128 +47%
Goldman Sachs
46
Goldman Sachs
New York
$802K -$5.34M -86,080 -87%
SSWM
47
Sheets Smith Wealth Management
North Carolina
$802K – – –
IFS
48
Intelligent Financial Strategies
Minnesota
$762K +$731K +11,771 New
Truist Financial
49
Truist Financial
North Carolina
$756K -$29.4K -474 -4%
FAIM
50
Financial Advocates Investment Management
Washington
$706K -$10.9K -175 -2%
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KXI Hedge Fund Activity: Q4 2021 in Review

149 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2021, worth a combined $682M — up 126% from $302M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new KXI positions and 12 closed out — a net gain of 35 holders — while 44 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $150M. The largest seller was Jane Street, cutting an estimated $16M.

  • 149 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2021, up from 114 in Q3 2021.
  • Funds reported $682M of iShares Global Consumer Staples ETF stock for Q4 2021, up 126% quarter-over-quarter.
  • 47 funds opened new iShares Global Consumer Staples ETF positions in Q4 2021 and 12 closed out, a net change of +35 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q4 2021 was Bank of America, an estimated $150M added.
  • The largest iShares Global Consumer Staples ETF seller in Q4 2021 was Jane Street, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2021.