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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
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$95.8K +$33.1K +571 +55%
GWM
102
Geneos Wealth Management
Colorado
$64.9K – – –
RTL
103
Red Tortoise LLC
Georgia
$59.2K +$57.6K +993 New
AF
104
Allworth Financial
California
$59.2K – – –
CA
105
CoreCap Advisors
Michigan
$55.2K +$53.7K +926 New
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$49K -$6.59M -113,719 -99%
BAM
107
Belpointe Asset Management
Nevada
$44.3K +$43K +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 +$35.9K +620 New
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$35K – – –
VCM
112
Vigilant Capital Management
Maine
$33K +$12.8K +220 +66%
GTAM
113
Global Trust Asset Management
Florida
$31.6K – – –
AIM
114
Anchor Investment Management
South Carolina
$29.8K +$29K +500 New
ACA
115
Aptus Capital Advisors
Alabama
$23.9K – – –
OC
116
Oakworth Capital
Alabama
$23.9K – – –
CSPIA
117
Cary Street Partners Investment Advisory
Virginia
$23.3K +$22.7K +391 New
HCM
118
Highlander Capital Management
New Jersey
$21K – – –
FFA
119
Farther Finance Advisors
California
$19.5K +$19K +327 New
TWM
120
Tradition Wealth Management
Minnesota
$19K +$174 +3 +0.9%
S
121
SignatureFD
Georgia
$18K +$7.65K +132 +78%
NSIM
122
North Star Investment Management
Illinois
$17.6K – – –
WWM
123
Wolff Wiese Magana
California
$16.5K -$123K -2,129 -89%
IA
124
IFP Advisors
Florida
$13K – – –
ASN
125
Advisory Services Network
Georgia
$12.5K +$12.1K +209 New
3 4
5
6 7

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.