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iShares Global Consumer Staples ETF
KXI

142 hedge funds and large institutions have $625M invested in iShares Global Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 150 → 142 (-8)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

32.28% less ownership

Funds ownership: 72.34% → 40.06% (-32%)

45% less capital invested

Capital invested by funds: $1.14B → $625M (-$512M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

56% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 54

Holders
142
Holders Change
-8
Holders Change %
-5.33%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
24
Reduced
54
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$50.4M
2
FTUS
Flow Traders U.S.
New York
+$8.58M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$5.02M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.51M
5
MIM
Morningstar Investment Management
Illinois
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$263M
2
RBA
Richard Bernstein Advisors
New York
-$150M
3
Ameriprise
Ameriprise
Minnesota
-$88.4M
4
Jane Street
Jane Street
New York
-$33.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IPAM
26
ICICI Prudential Asset Management
India
$1.96M -$4.23M -70,200 -67%
PFS
27
Prospera Financial Services
Texas
$1.73M -$5.61K -93 -0.3%
Citadel Advisors
28
Citadel Advisors
Florida
$1.6M -$1.89M -31,423 -53%
MCWS
29
McKinley Carter Wealth Services
West Virginia
$1.53M -$9.7K -161 -0.6%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.39M +$198K +3,279 +16%
AWS
31
Atria Wealth Solutions
New York
$1.27M +$150K +2,488 +13%
CGA
32
Crescent Grove Advisors
Illinois
$1.18M – – –
Bessemer Group
33
Bessemer Group
New Jersey
$1.18M -$1.17M -19,375 -48%
BWM
34
Bulltick Wealth Management
Florida
$1.09M – – –
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.07M -$158K -2,622 -12%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.02M +$122K +2,030 +13%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$1.02M -$8.5K -141 -0.8%
GIA
38
Gladstone Institutional Advisory
Florida
$967K +$65.9K +1,094 +7%
PIMG
39
Patriot Investment Management Group
Tennessee
$963K – – –
OMC
40
Old Mission Capital
Illinois
$924K +$976K +16,192 New
TCA
41
Transcend Capital Advisors
New Jersey
$887K -$2.14M -35,571 -70%
Pictet Asset Management
42
Pictet Asset Management
Switzerland
$827K +$874K +14,500 New
CBFP
43
Cedar Brook Financial Partners
Ohio
$808K – – –
Bank of New York Mellon
44
Bank of New York Mellon
New York
$784K -$1.92M -31,865 -70%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$762K -$10.8K -179 -1%
SSWM
46
Sheets Smith Wealth Management
North Carolina
$707K – – –
AI
47
Arrien Investments
Idaho
$702K +$31.4K +521 +4%
Stifel Financial
48
Stifel Financial
Missouri
$701K -$1.07M -17,676 -59%
WCM
49
WealthBridge Capital Management
Ohio
$680K +$25.3K +420 +4%
TSS
50
Two Sigma Securities
New York
$623K +$658K +10,921 New
1
2
3 4 5

KXI Hedge Fund Activity: Q3 2023 in Review

142 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2023, worth a combined $625M — down 45% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KXI and 16 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 24 added.

The largest buyer was Fisher Asset Management, adding an estimated $50.4M. The largest seller was Bank of America, cutting an estimated $263M.

  • 142 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2023, down from 150 in Q2 2023.
  • Funds reported $625M of iShares Global Consumer Staples ETF stock for Q3 2023, down 45% quarter-over-quarter.
  • 16 funds opened new iShares Global Consumer Staples ETF positions in Q3 2023 and 22 closed out, a net change of -6 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q3 2023 was Fisher Asset Management, an estimated $50.4M added.
  • The largest iShares Global Consumer Staples ETF seller in Q3 2023 was Bank of America, an estimated $263M sold.

Based on aggregated 13F filings for Q3 2023.