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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
Barclays
76
Barclays
United Kingdom
$318K
BSW
77
Buckingham Strategic Wealth
Missouri
$312K
AF
78
Affiance Financial
Minnesota
$309K
EWA
79
EP Wealth Advisors
California
$303K -$2.29M -36,870 -61%
GWS
80
Glassman Wealth Services
Virginia
$288K
EIP
81
Ellis Investment Partners
Pennsylvania
$281K +$2.55K +41 +0.9%
PAG
82
Private Advisor Group
New Jersey
$278K +$6.1K +98 +2%
FTA
83
Financial & Tax Architects
Missouri
$267K +$272K +4,369 New
Northern Trust
84
Northern Trust
Illinois
$267K +$272K +4,368 New
DC
85
Darrow Company
Massachusetts
$265K +$373 +6 +0.1%
MAS
86
Madden Advisory Services
Florida
$257K
LJAC
87
L.J. Altfest & Co
New York
$251K -$14.3K -229 -5%
SMWM
88
Silvia McColl Wealth Management
California
$245K
Marshall Wace
89
Marshall Wace
United Kingdom
$231K +$235K +3,770 New
JP Morgan Chase
90
JP Morgan Chase
New York
$214K +$30.2K +486 +16%
KAS
91
Kestra Advisory Services
Texas
$211K +$214K +3,442 New
VWM
92
Venturi Wealth Management
Texas
$209K +$65.6K +1,054 +45%
SFFS
93
Stonehage Fleming Financial Services
Jersey
$206K +$210K +3,368 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$195K +$34.8K +559 +21%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$190K -$8.9K -143 -4%
FRA
96
Front Row Advisors
California
$171K
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$151K -$373 -6 -0.2%
MAWCM
98
Mine & Arao Wealth Creation & Management
California
$138K +$747 +12 +0.5%
SPIA
99
Steward Partners Investment Advisory
New York
$133K -$28.9K -464 -18%
MCM
100
Manchester Capital Management
Vermont
$132K

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.