We are live on ! Find out more
KXI icon

iShares Global Consumer Staples ETF
KXI

154 hedge funds and large institutions have $1.08B invested in iShares Global Consumer Staples ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

54% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 35

47% more capital invested

Capital invested by funds: $737M → $1.08B (+$344M)

11% more funds holding

Funds holding: 139 → 154 (+15)

6.75% more ownership

Funds ownership: 64.62% → 71.37% (+6.8%)

Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
54
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$127M
2
RBA
Richard Bernstein Advisors
New York
+$72.4M
3
Ameriprise
Ameriprise
Minnesota
+$23.3M
4
Jane Street
Jane Street
New York
+$12.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.2M

Top Sellers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$16M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.59M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$5.27M
4
MD
Money Design
Japan
-$1.67M
5
BPC
Banque Pictet & Cie
Switzerland
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$2.05M +$766K +13,213 +63%
Fisher Asset Management
27
Fisher Asset Management
Washington
$2.03M -$189K -3,263 -9%
WSTAM
28
Wilbanks Smith & Thomas Asset Management
Virginia
$1.89M -$241K -4,153 -12%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.86M +$1.4M +24,162 +347%
OMC
30
Old Mission Capital
Illinois
$1.82M +$557K +9,599 +46%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.75M +$854K +14,732 +101%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.72M +$1.24M +21,382 +284%
Mariner
33
Mariner
Kansas
$1.68M +$1.64M +28,210 New
MCWS
34
McKinley Carter Wealth Services
West Virginia
$1.67M -$63.8K -1,100 -4%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.64M -$166K -2,863 -9%
SW
36
SVB Wealth
Massachusetts
$1.35M +$549K +9,471 +72%
CPM
37
Connective Portfolio Management
New York
$1.31M +$1.28M +22,000 New
CGA
38
Crescent Grove Advisors
Illinois
$1.29M – – –
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$1.16M -$8.58K -148 -0.8%
AI
40
Atria Investments
North Carolina
$1.12M +$1.09M +18,803 New
CS
41
Credit Suisse
Switzerland
$1.1M +$171K +2,947 +19%
M&T Bank
42
M&T Bank
New York
$1.09M – – –
VAS
43
Vestmark Advisory Solutions
Massachusetts
$1.06M +$451K +7,783 +78%
PIMG
44
Patriot Investment Management Group
Tennessee
$1.03M -$44.1K -760 -4%
CAN
45
Cetera Advisor Networks
California
$1M +$748K +12,909 +330%
Osaic Holdings
46
Osaic Holdings
Arizona
$983K -$51.5K -889 -5%
LFASL
47
Lugano Financial Advisors SA (LFA)
Switzerland
$933K -$393K -6,784 -30%
GIA
48
Gladstone Institutional Advisory
Florida
$883K -$336K -5,800 -28%
MML Investors Services
49
MML Investors Services
Massachusetts
$874K +$179K +3,094 +27%
SA
50
SFI Advisors
New Jersey
$847K +$823K +14,203 New
1
2
3 4 5

KXI Hedge Fund Activity: Q4 2022 in Review

154 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2022, worth a combined $1.08B — up 47% from $737M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KXI positions and 13 closed out — a net gain of 16 holders — while 54 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $127M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $16M.

  • 154 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2022, up from 139 in Q3 2022.
  • Funds reported $1.08B of iShares Global Consumer Staples ETF stock for Q4 2022, up 47% quarter-over-quarter.
  • 29 funds opened new iShares Global Consumer Staples ETF positions in Q4 2022 and 13 closed out, a net change of +16 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q4 2022 was Bank of America, an estimated $127M added.
  • The largest iShares Global Consumer Staples ETF seller in Q4 2022 was Federation des caisses Desjardins du Quebec, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2022.