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iShares Global Consumer Staples ETF
KXI

148 hedge funds and large institutions have $1.07B invested in iShares Global Consumer Staples ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $1.08B → $1.07B (-$10.7M)

1.17% less ownership

Funds ownership: 71.37% → 70.2% (-1.2%)

4% less funds holding

Funds holding: 154 → 148 (-6)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

Holders
148
Holders Change
-6
Holders Change %
-3.9%
% 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
18
Increased
35
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$16M
2
RBA
Richard Bernstein Advisors
New York
+$9.41M
3
Ameriprise
Ameriprise
Minnesota
+$5.19M
4
EWA
EP Wealth Advisors
California
+$3.62M
5
KWM
Kingsview Wealth Management
Oregon
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$35.2M
2
Jane Street
Jane Street
New York
-$22M
3
Bessemer Group
Bessemer Group
New Jersey
-$6.34M
4
Morgan Stanley
Morgan Stanley
New York
-$3.05M
5
Fidelity International
Fidelity International
Bermuda
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$824K -$80.5K -1,345 -9%
CA
52
Cetera Advisors
Colorado
$815K +$36.8K +614 +5%
Millennium Management
53
Millennium Management
New York
$790K +$764K +12,756 New
SSWM
54
Sheets Smith Wealth Management
North Carolina
$767K – – –
WCM
55
WealthBridge Capital Management
Ohio
$738K -$29.9K -500 -4%
PP
56
Patron Partners
Texas
$728K +$539 +9 +0.1%
FFN
57
Focus Financial Network
Minnesota
$652K – – –
FA
58
FDx Advisors
Illinois
$652K – – –
M&T Bank
59
M&T Bank
New York
$620K -$495K -8,264 -45%
GCP
60
GSA Capital Partners
United Kingdom
$516K +$499K +8,332 New
SWA
61
SOA Wealth Advisors
New York
$502K – – –
BTI
62
Blue Trust Inc
Georgia
$465K +$8.02K +134 +2%
SPC
63
Sigma Planning Corp
Michigan
$462K -$12.2K -203 -3%
CS
64
Credit Suisse
Switzerland
$434K -$683K -11,408 -62%
MHS
65
M Holdings Securities
Oregon
$424K – – –
IFS
66
Intelligent Financial Strategies
Minnesota
$414K -$76.1K -1,271 -16%
FTUS
67
Flow Traders U.S.
New York
$414K +$400K +6,688 New
MAG
68
Mayfair Advisory Group
Alabama
$410K +$14.7K +245 +4%
PGFC
69
Peapack-Gladstone Financial Corp
New Jersey
$374K -$599 -10 -0.2%
BPC
70
Banque Pictet & Cie
Switzerland
$343K -$2.3M -38,468 -87%
EH
71
Equitable Holdings
New York
$331K +$3.05K +51 +1%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$326K -$1.44M -24,065 -82%
TW
73
TrinityPoint Wealth
Connecticut
$325K +$43K +718 +16%
Barclays
74
Barclays
United Kingdom
$322K – – –
AF
75
Affiance Financial
Minnesota
$312K – – –
1 2
3
4 5

KXI Hedge Fund Activity: Q1 2023 in Review

148 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q1 2023, worth a combined $1.07B — down 0.99% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KXI and 18 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 35 added.

The largest buyer was Bank of America, adding an estimated $16M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $35.2M.

  • 148 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q1 2023, down from 154 in Q4 2022.
  • Funds reported $1.07B of iShares Global Consumer Staples ETF stock for Q1 2023, down 0.99% quarter-over-quarter.
  • 18 funds opened new iShares Global Consumer Staples ETF positions in Q1 2023 and 21 closed out, a net change of -3 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q1 2023 was Bank of America, an estimated $16M added.
  • The largest iShares Global Consumer Staples ETF seller in Q1 2023 was Pictet Asset Management (Switzerland), an estimated $35.2M sold.

Based on aggregated 13F filings for Q1 2023.