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iShares Global Consumer Staples ETF
KXI

Overview Fund Activity

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
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
1
Bank of America
North Carolina
$343M
2
RBA
2
Richard Bernstein Advisors
New York
$194M
3
Ameriprise
3
Ameriprise
Minnesota
$110M
4
Jane Street
4
Jane Street
New York
$22M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.7M

Top Sellers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.9M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$49K
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$37.9M
4
MD
4
Money Design
Japan
$15.3M
5
BPC
5
Banque Pictet & Cie
Switzerland
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
51
Cedar Brook Financial Partners
Ohio
$833K -$9.01K -151 -1%
CA
52
Calton & Associates
Florida
$827K +$1.73K +29 +0.2%
CA
53
Cetera Advisors
Colorado
$748K +$748K +12,538 New
WCM
54
WealthBridge Capital Management
Ohio
$740K +$5.96K +100 +0.8%
SSWM
55
Sheets Smith Wealth Management
North Carolina
$739K – – –
VWM
56
Venturi Wealth Management
Texas
$706K +$284K +4,769 +68%
PP
57
Patron Partners
Texas
$701K +$193K +3,228 +38%
FA
58
FDx Advisors
Illinois
$652K +$127K +2,124 +24%
ICP
59
Interchange Capital Partners
Pennsylvania
$639K +$114K +1,905 +22%
FFN
60
Focus Financial Network
Minnesota
$628K -$168K -2,818 -21%
Citadel Advisors
61
Citadel Advisors
Florida
$625K +$625K +10,476 New
T
62
TCWP
Ohio
$587K +$49.6K +831 +9%
CSPAM
63
Cary Street Partners Asset Management
Virginia
$503K +$503K +8,435 New
SWA
64
SOA Wealth Advisors
New York
$484K +$4.41K +74 +0.9%
IFS
65
Intelligent Financial Strategies
Minnesota
$474K -$36.4K -611 -7%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$474K +$7.39K +124 +2%
SPC
67
Sigma Planning Corp
Michigan
$457K -$2.15K -36 -0.5%
MHS
68
M Holdings Securities
Oregon
$414K – – –
BTI
69
Blue Trust Inc
Georgia
$410K +$259K +4,834 +171%
FTA
70
Financial & Tax Architects
Missouri
$409K +$44.3K +739 +12%
TCM
71
Triumph Capital Management
Colorado
$408K +$11.9K +199 +3%
LJAC
72
L.J. Altfest & Co
New York
$386K -$78.9K -1,322 -17%
AWS
73
Atria Wealth Solutions
New York
$382K – – –
MAG
74
Mayfair Advisory Group
Alabama
$381K +$94.5K +1,561 +33%
PGFC
75
Peapack-Gladstone Financial Corp
New Jersey
$362K +$1.79K +30 +0.5%
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3
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