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iShares Global Consumer Staples ETF
KXI

Overview Fund Activity

141 hedge funds and large institutions have $664M invested in iShares Global Consumer Staples ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-7
Holders Change %
-4.73%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
45
Reduced
42
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$133M
2
AWA
2
Aaron Wealth Advisors
Illinois
$16.8M
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$29.9M
4
Bank of America
4
Bank of America
North Carolina
$163M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.79M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$10.7M
2
RJA
2
Raymond James & Associates
Florida
$296K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$569K
4
VFA
4
Voya Financial Advisors
Connecticut
$0
5
LJAC
5
L.J. Altfest & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$2.22M +$236K +3,808 +12%
KWM
27
Kingsview Wealth Management
Oregon
$1.98M +$1.98M +31,817 New
MCWS
28
McKinley Carter Wealth Services
West Virginia
$1.87M -$292K -4,700 -14%
Truist Financial
29
Truist Financial
North Carolina
$1.76M +$1.03M +16,593 +142%
BDWM
30
Brewin Dolphin Wealth Management
Ireland
$1.54M -$398K -6,409 -21%
TCA
31
Transcend Capital Advisors
New Jersey
$1.45M +$73.6K +1,185 +5%
Bessemer Group
32
Bessemer Group
New Jersey
$1.43M – – –
CGA
33
Crescent Grove Advisors
Illinois
$1.34M – – –
GIA
34
Gladstone Institutional Advisory
Florida
$1.25M +$815K +13,119 +186%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.22M +$8.82K +142 +0.7%
M&T Bank
36
M&T Bank
New York
$1.14M +$1.14M +18,380 New
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$1.14M -$12.8K -206 -1%
PIMG
38
Patriot Investment Management Group
Tennessee
$1.1M -$6.52K -105 -0.6%
CA
39
Calton & Associates
Florida
$917K -$5.71K -92 -0.6%
EGWAG
40
Elwood & Goetz Wealth Advisory Group
Georgia
$902K – – –
CBFP
41
Cedar Brook Financial Partners
Ohio
$826K +$25.4K +409 +3%
FFN
42
Focus Financial Network
Minnesota
$820K +$820K +13,201 New
Stifel Financial
43
Stifel Financial
Missouri
$786K -$15.2K -244 -2%
WCM
44
WealthBridge Capital Management
Ohio
$780K -$87K -1,400 -10%
SSWM
45
Sheets Smith Wealth Management
North Carolina
$769K – – –
CA
46
Cetera Advisors
Colorado
$736K +$464K +7,481 +171%
FA
47
FDx Advisors
Illinois
$701K +$25.8K +416 +4%
ICP
48
Interchange Capital Partners
Pennsylvania
$687K +$21K +339 +3%
FAIM
49
Financial Advocates Investment Management
Washington
$673K -$4.91K -79 -0.7%
SW
50
SVB Wealth
Massachusetts
$648K +$24.1K +388 +4%
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