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iShares Global Consumer Staples ETF
KXI

Overview Fund Activity

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
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
1
Bank of America
North Carolina
$343M
2
RBA
2
Richard Bernstein Advisors
New York
$194M
3
Ameriprise
3
Ameriprise
Minnesota
$110M
4
Jane Street
4
Jane Street
New York
$22M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.7M

Top Sellers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.9M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$49K
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$37.9M
4
MD
4
Money Design
Japan
$15.3M
5
BPC
5
Banque Pictet & Cie
Switzerland
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$95.8K +$34.1K +571 +55%
GWM
102
Geneos Wealth Management
Colorado
$64.9K – – –
RTL
103
Red Tortoise LLC
Georgia
$59.2K +$59.2K +993 New
AF
104
Allworth Financial
California
$59.2K – – –
CA
105
CoreCap Advisors
Michigan
$55.2K +$55.2K +926 New
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$49K -$6.96M -113,719 -99%
BAM
107
Belpointe Asset Management
Nevada
$44.3K +$44.3K +742 New
CHA
108
Carmichael Hill & Associates
Maryland
$41.7K – – –
GEA
109
Glen Eagle Advisors
New Jersey
$38.2K – – –
CWM
110
Compass Wealth Management
Connecticut
$37K +$37K +620 New
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$35K – – –
VCM
112
Vigilant Capital Management
Maine
$33K +$13.1K +220 +66%
GTAM
113
Global Trust Asset Management
Florida
$31.6K – – –
AIM
114
Anchor Investment Management
South Carolina
$29.8K +$29.8K +500 New
OC
115
Oakworth Capital
Alabama
$23.9K – – –
ACA
116
Aptus Capital Advisors
Alabama
$23.9K – – –
CSPIA
117
Cary Street Partners Investment Advisory
Virginia
$23.3K +$23.3K +391 New
HCM
118
Highlander Capital Management
New Jersey
$21K – – –
FFA
119
Farther Finance Advisors
California
$19.5K +$19.5K +327 New
TWM
120
Tradition Wealth Management
Minnesota
$19K +$175 +3 +0.9%
S
121
SignatureFD
Georgia
$18K +$7.87K +132 +78%
NSIM
122
North Star Investment Management
Illinois
$17.6K – – –
WWM
123
Wolff Wiese Magana
California
$16.5K -$127K -2,129 -89%
IA
124
IFP Advisors
Florida
$13K – – –
ASN
125
Advisory Services Network
Georgia
$12.5K +$12.5K +209 New
3 4
5
6 7