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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
CBFP
51
Cedar Brook Financial Partners
Ohio
$833K -$8.75K -151 -1%
CA
52
Calton & Associates
Florida
$827K +$1.68K +29 +0.2%
CA
53
Cetera Advisors
Colorado
$748K +$727K +12,538 New
WCM
54
WealthBridge Capital Management
Ohio
$740K +$5.8K +100 +0.8%
SSWM
55
Sheets Smith Wealth Management
North Carolina
$739K – – –
VWM
56
Venturi Wealth Management
Texas
$706K +$276K +4,769 +68%
PP
57
Patron Partners
Texas
$701K +$187K +3,228 +38%
FA
58
FDx Advisors
Illinois
$652K +$123K +2,124 +24%
ICP
59
Interchange Capital Partners
Pennsylvania
$639K +$110K +1,905 +22%
FFN
60
Focus Financial Network
Minnesota
$628K -$163K -2,818 -21%
Citadel Advisors
61
Citadel Advisors
Florida
$625K +$607K +10,476 New
T
62
TCWP
Ohio
$587K +$48.2K +831 +9%
CSPAM
63
Cary Street Partners Asset Management
Virginia
$503K +$489K +8,435 New
SWA
64
SOA Wealth Advisors
New York
$484K +$4.29K +74 +0.9%
IFS
65
Intelligent Financial Strategies
Minnesota
$474K -$35.4K -611 -7%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$474K +$7.19K +124 +2%
SPC
67
Sigma Planning Corp
Michigan
$457K -$2.09K -36 -0.5%
MHS
68
M Holdings Securities
Oregon
$414K – – –
BTI
69
Blue Trust Inc
Georgia
$410K +$280K +4,834 +171%
FTA
70
Financial & Tax Architects
Missouri
$409K +$42.8K +739 +12%
TCM
71
Triumph Capital Management
Colorado
$408K +$11.5K +199 +3%
LJAC
72
L.J. Altfest & Co
New York
$386K -$76.6K -1,322 -17%
AWS
73
Atria Wealth Solutions
New York
$382K – – –
MAG
74
Mayfair Advisory Group
Alabama
$381K +$90.5K +1,561 +33%
PGFC
75
Peapack-Gladstone Financial Corp
New Jersey
$362K +$1.74K +30 +0.5%
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.