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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
T
51
TCWP
Ohio
$706K +$677K +10,908 New
FA
52
FDx Advisors
Illinois
$704K +$447K +7,199 +196%
ICP
53
Interchange Capital Partners
Pennsylvania
$694K +$457K +7,353 +218%
FTA
54
Financial & Tax Architects
Missouri
$691K +$169K +2,720 +34%
SW
55
SVB Wealth
Massachusetts
$650K +$623K +10,038 New
MML Investors Services
56
MML Investors Services
Massachusetts
$617K +$156K +2,519 +36%
SWA
57
SOA Wealth Advisors
New York
$547K -$3.73K -60 -0.7%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$538K – – –
SPC
59
Sigma Planning Corp
Michigan
$515K +$186 +3 +0%
NFG
60
Next Financial Group
Texas
$495K +$55.8K +898 +13%
RF
61
Resolute Financial
Massachusetts
$481K +$462K +7,437 New
GIA
62
Gladstone Institutional Advisory
Florida
$456K +$437K +7,041 New
PP
63
Patron Partners
Texas
$443K +$425K +6,841 New
DC
64
Darrow Company
Massachusetts
$418K +$401K +6,463 New
MCM
65
Murphy Capital Management
New Jersey
$403K – – –
VCP
66
Vista Capital Partners
Oregon
$368K +$353K +5,690 New
CAN
67
Cetera Advisor Networks
California
$351K +$337K +5,421 New
VWM
68
Venturi Wealth Management
Texas
$347K +$333K +5,360 New
Barclays
69
Barclays
United Kingdom
$337K -$1.52M -24,442 -82%
BSW
70
Buckingham Strategic Wealth
Missouri
$336K – – –
AF
71
Affiance Financial
Minnesota
$328K – – –
EIP
72
Ellis Investment Partners
Pennsylvania
$328K +$15.6K +252 +5%
EH
73
Equitable Holdings
New York
$321K -$3.85K -62 -1%
VAS
74
Vestmark Advisory Solutions
Massachusetts
$308K +$295K +4,758 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$301K -$25.3K -408 -8%
1 2
3
4 5

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.