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iShares Global Consumer Staples ETF

150 hedge funds and large institutions have $1.14B invested in iShares Global Consumer Staples ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $1.07B → $1.14B (+$66M)

2.14% more ownership

Funds ownership: 70.2%72.34% (+2.1%)

1% more funds holding

Funds holding: 148150 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
150
Holders Change
+2
Holders Change %
+1.35%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
51
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$2.39M +$1.07M +17,211 +79%
Truist Financial
27
Truist Financial
North Carolina
$2.33M +$380K +6,104 +19%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.17M +$410K +6,594 +23%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$2.01M -$85.1K -1,368 -4%
Fisher Asset Management
30
Fisher Asset Management
Washington
$1.99M -$33.2K -534 -2%
PFS
31
Prospera Financial Services
Texas
$1.86M +$1.89M +30,330 New
FMP
32
Financial Management Professionals
Texas
$1.84M +$1.87M +30,129 New
Stifel Financial
33
Stifel Financial
Missouri
$1.83M +$199K +3,194 +12%
MCWS
34
McKinley Carter Wealth Services
West Virginia
$1.65M -$52.8K -849 -3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.57M +$93.1K +1,496 +6%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.3M +$195K +3,127 +17%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.29M +$282K +4,530 +27%
CGA
38
Crescent Grove Advisors
Illinois
$1.27M
AI
39
Atria Investments
North Carolina
$1.21M -$59.5K -956 -5%
AWS
40
Atria Wealth Solutions
New York
$1.21M -$472K -7,588 -28%
SW
41
SVB Wealth
Massachusetts
$1.18M -$136K -2,183 -10%
BWM
42
Bulltick Wealth Management
Florida
$1.17M +$1.19M +19,138 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.14M -$49.4K -794 -4%
VAS
44
Vestmark Advisory Solutions
Massachusetts
$1.14M +$3.24K +52 +0.3%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$1.12M +$59.1K +950 +5%
CAN
46
Cetera Advisor Networks
California
$1.04M +$72.7K +1,169 +7%
PIMG
47
Patriot Investment Management Group
Tennessee
$1.03M +$311 +5 +0%
GIA
48
Gladstone Institutional Advisory
Florida
$971K +$16.2K +261 +2%
MML Investors Services
49
MML Investors Services
Massachusetts
$970K +$158K +2,542 +19%
GCP
50
GSA Capital Partners
United Kingdom
$951K +$449K +7,212 +87%

KXI Hedge Fund Activity: Q2 2023 in Review

150 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q2 2023, worth a combined $1.14B — up 6.2% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KXI positions and 18 closed out — a net gain of 4 holders — while 51 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $38.8M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $12.6M.

  • 150 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q2 2023, up from 148 in Q1 2023.
  • Funds reported $1.14B of iShares Global Consumer Staples ETF stock for Q2 2023, up 6.2% quarter-over-quarter.
  • 22 funds opened new iShares Global Consumer Staples ETF positions in Q2 2023 and 18 closed out, a net change of +4 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q2 2023 was Jane Street, an estimated $38.8M added.
  • The largest iShares Global Consumer Staples ETF seller in Q2 2023 was Federation des caisses Desjardins du Quebec, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2023.