We are live on ! Find out more
KXI icon

iShares Global Consumer Staples ETF

150 hedge funds and large institutions have $1.14B invested in iShares Global Consumer Staples ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $1.07B → $1.14B (+$66M)

2.14% more ownership

Funds ownership: 70.2%72.34% (+2.1%)

1% more funds holding

Funds holding: 148150 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
150
Holders Change
+2
Holders Change %
+1.35%
% 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
22
Increased
51
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAMS
51
Pictet Asset Management (Switzerland)
Switzerland
$948K -$2.03M -32,632 -68%
CA
52
Cetera Advisors
Colorado
$945K +$142K +2,288 +17%
LFASL
53
Lugano Financial Advisors SA (LFA)
Switzerland
$922K +$42.4K +682 +5%
CBFP
54
Cedar Brook Financial Partners
Ohio
$866K +$8.46K +136 +1%
ICP
55
Interchange Capital Partners
Pennsylvania
$851K -$63.3K -1,018 -7%
FA
56
FDx Advisors
Illinois
$829K +$163K +2,619 +24%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$828K +$842K +13,538 New
CA
58
Calton & Associates
Florida
$823K -$4.29K -69 -0.5%
AC
59
ASB Consultores
Florida
$808K +$588K +9,442 +251%
SSWM
60
Sheets Smith Wealth Management
North Carolina
$758K
AI
61
Arrien Investments
Idaho
$721K -$212K -3,407 -22%
PP
62
Patron Partners
Texas
$715K -$3.86K -62 -0.5%
WCM
63
WealthBridge Capital Management
Ohio
$703K -$26.1K -420 -4%
M&T Bank
64
M&T Bank
New York
$612K
FFN
65
Focus Financial Network
Minnesota
$610K -$34.7K -557 -5%
CSPAM
66
Cary Street Partners Asset Management
Virginia
$574K +$584K +9,378 New
SWA
67
SOA Wealth Advisors
New York
$466K -$30.6K -492 -6%
CS
68
Credit Suisse
Switzerland
$428K
MHS
69
M Holdings Securities
Oregon
$422K
SPC
70
Sigma Planning Corp
Michigan
$377K -$81.6K -1,311 -18%
IFS
71
Intelligent Financial Strategies
Minnesota
$374K -$35.8K -575 -9%
MAG
72
Mayfair Advisory Group
Alabama
$372K -$23.8K -383 -6%
EH
73
Equitable Holdings
New York
$357K +$30.4K +489 +9%
TW
74
TrinityPoint Wealth
Connecticut
$356K +$35.8K +575 +11%
PGFC
75
Peapack-Gladstone Financial Corp
New Jersey
$349K -$22.2K -357 -6%

KXI Hedge Fund Activity: Q2 2023 in Review

150 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q2 2023, worth a combined $1.14B — up 6.2% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KXI positions and 18 closed out — a net gain of 4 holders — while 51 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $38.8M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $12.6M.

  • 150 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q2 2023, up from 148 in Q1 2023.
  • Funds reported $1.14B of iShares Global Consumer Staples ETF stock for Q2 2023, up 6.2% quarter-over-quarter.
  • 22 funds opened new iShares Global Consumer Staples ETF positions in Q2 2023 and 18 closed out, a net change of +4 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q2 2023 was Jane Street, an estimated $38.8M added.
  • The largest iShares Global Consumer Staples ETF seller in Q2 2023 was Federation des caisses Desjardins du Quebec, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2023.