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iShares Global Consumer Staples ETF
KXI

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: 114 → 149 (+35)

14.73% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$150M
2
RBA
Richard Bernstein Advisors
New York
+$82.1M
3
Ameriprise
Ameriprise
Minnesota
+$59.2M
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$16M
5
MD
Money Design
Japan
+$10.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$16M
2
Goldman Sachs
Goldman Sachs
New York
-$5.34M
3
Morgan Stanley
Morgan Stanley
New York
-$4.07M
4
Barclays
Barclays
United Kingdom
-$1.52M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$66K – – –
AF
102
Allworth Financial
California
$64K – – –
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$63K – – –
CA
104
CoreCap Advisors
Michigan
$60K +$57.5K +926 New
CHA
105
Carmichael Hill & Associates
Maryland
$45K – – –
JP Morgan Chase
106
JP Morgan Chase
New York
$43K -$1.46M -23,446 -97%
1832 Asset Management
107
1832 Asset Management
Ontario, Canada
$41K +$38.6K +621 New
EW
108
Evoke Wealth
California
$36K +$435 +7 +1%
GTAM
109
Global Trust Asset Management
Florida
$34K -$3.1K -50 -9%
RE
110
RBC Europe
United Kingdom
$30K – – –
OC
111
Oakworth Capital
Alabama
$26K – – –
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$25K -$162K -2,601 -87%
CWS
113
Confluence Wealth Services
Pennsylvania
$25K +$24.2K +389 New
WT
114
Whittier Trust
California
$24K – – –
HCM
115
Highlander Capital Management
New Jersey
$23K – – –
TWM
116
Tradition Wealth Management
Minnesota
$21K +$186 +3 +1%
IFAM
117
Institutional & Family Asset Management
Colorado
$21K +$20.5K +330 New
IA
118
IFP Advisors
Florida
$19K – – –
NSIM
119
North Star Investment Management
Illinois
$19K – – –
TRCT
120
Tower Research Capital (TRC)
New York
$19K +$18.6K +299 New
SWM
121
Spire Wealth Management
Virginia
$15K +$1.86K +30 +15%
CIAS
122
Capital Investment Advisory Services
North Carolina
$14K +$13.2K +212 New
FAG
123
Fortitude Advisory Group
Washington
$14K +$13.3K +215 New
TWC
124
TD Waterhouse Canada
Ontario, Canada
$13.3K +$12.7K +204 New
CA
125
Cornerstone Advisory
Maryland
$13K +$12.4K +200 New
3 4
5
6 7

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.