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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
IPAM
76
ICICI Prudential Asset Management
India
$357K -$538K -9,285 -61%
RF
77
Resolute Financial
Massachusetts
$350K +$3.02K +52 +0.9%
TSS
78
Two Sigma Securities
New York
$320K +$311K +5,360 New
EH
79
Equitable Holdings
New York
$315K +$290 +5 +0.1%
DC
80
Darrow Company
Massachusetts
$315K -$1.68K -29 -0.5%
Barclays
81
Barclays
United Kingdom
$310K – – –
BSW
82
Buckingham Strategic Wealth
Missouri
$304K – – –
AF
83
Affiance Financial
Minnesota
$301K -$1.04K -18 -0.4%
EIP
84
Ellis Investment Partners
Pennsylvania
$291K +$2.44K +42 +0.9%
GWS
85
Glassman Wealth Services
Virginia
$280K – – –
TW
86
TrinityPoint Wealth
Connecticut
$270K +$262K +4,524 New
MAS
87
Madden Advisory Services
Florida
$250K – – –
SMWM
88
Silvia McColl Wealth Management
California
$239K +$232K +4,000 New
AC
89
ASB Consultores
Florida
$225K +$219K +3,770 New
CW
90
CIC Wealth
Maryland
$224K +$218K +3,754 New
SPIA
91
Steward Partners Investment Advisory
New York
$213K +$86.6K +1,493 +72%
SFFS
92
Stonehage Fleming Financial Services
Jersey
$201K – – –
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$193K – – –
AP
94
Advisors Preferred
Maryland
$168K +$164K +2,829 New
FRA
95
Front Row Advisors
California
$167K -$290 -5 -0.2%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$160K -$22.9K -395 -13%
MCM
97
Manchester Capital Management
Vermont
$128K – – –
MAWCM
98
Mine & Arao Wealth Creation & Management
California
$121K +$638 +11 +0.5%
Bank Julius Baer & Co
99
Bank Julius Baer & Co
Switzerland
$119K +$116K +2,007 New
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$111K -$61.7K -1,065 -36%
2 3
4
5 6

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.