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iShares Global Consumer Staples ETF

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: 114149 (+35)

14.73% more ownership

Funds ownership: 49.54%64.27% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cetera Advisors
Colorado
$283K +$272K +4,375 New
MAS
77
Madden Advisory Services
Florida
$271K +$17.4K +281 +7%
PAG
78
Private Advisor Group
New Jersey
$263K
PM
79
Phraction Management
Connecticut
$259K +$248K +4,000 New
AIIMS
80
Analyst IMS Investment Management Services
Israel
$258K +$249K +4,006 New
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$239K +$8.63K +139 +4%
ED
82
Exane Derivatives
France
$235K +$22.4K +361 +11%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$225K +$8.07K +130 +4%
IFG
84
Independent Financial Group
California
$214K +$205K +3,300 New
Lido Advisors
85
Lido Advisors
California
$207K -$11.1K -179 -5%
KAS
86
Kestra Advisory Services
Texas
$204K +$195K +3,144 New
SC
87
Scotia Capital
Ontario, Canada
$202K -$24K -387 -11%
FRA
88
Front Row Advisors
California
$182K
SPIA
89
Steward Partners Investment Advisory
New York
$170K +$5.4K +87 +3%
AF
90
Advisornet Financial
Minnesota
$139K -$50.5K -814 -28%
MCM
91
Manchester Capital Management
Vermont
$139K
MAWCM
92
Mine & Arao Wealth Creation & Management
California
$135K +$15.6K +251 +14%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$134K +$129K +2,075 New
WWM
94
Wolff Wiese Magana
California
$113K +$108K +1,747 New
Fidelity International
95
Fidelity International
Bermuda
$109K +$683 +11 +0.7%
DZ Bank
96
DZ Bank
Germany
$106K -$124K -2,000 -55%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$93K -$447K -7,193 -83%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$89K +$12.2K +197 +17%
GEA
99
Glen Eagle Advisors
New Jersey
$86.7K
GWM
100
Geneos Wealth Management
Colorado
$70K

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.