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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
GWM
101
Geneos Wealth Management
Colorado
$66.6K
FA
102
Fiduciary Alliance
South Carolina
$61.6K +$62.6K +1,006 New
AF
103
Allworth Financial
California
$60.7K
WTC
104
WhitTier Trust Company
Nevada
$55K +$55.9K +899 New
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$50.1K
SS
106
Sunbelt Securities
Texas
$49.1K +$249 +4 +0.5%
CHA
107
Carmichael Hill & Associates
Maryland
$42.8K
VCM
108
Vigilant Capital Management
Maine
$38K -$1.87K -30 -5%
CWM
109
Compass Wealth Management
Connecticut
$37.9K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$36K
PCMC
111
Private Capital Management (Colorado)
Colorado
$31.1K +$373 +6 +1%
William Blair & Company
112
William Blair & Company
Illinois
$31.1K +$17.4K +279 +122%
GTAM
113
Global Trust Asset Management
Florida
$30.9K -$1.62K -26 -5%
AIM
114
Anchor Investment Management
South Carolina
$30.6K
GEA
115
Glen Eagle Advisors
New Jersey
$29.4K
BTI
116
Blue Trust Inc
Georgia
$27K -$458K -7,355 -94%
OC
117
Oakworth Capital
Alabama
$24.5K
CSPIA
118
Cary Street Partners Investment Advisory
Virginia
$23.9K
HCM
119
Highlander Capital Management
New Jersey
$21K
TWM
120
Tradition Wealth Management
Minnesota
$20K +$249 +4 +1%
AIC
121
Archer Investment Corporation
Indiana
$18.6K +$18.9K +304 New
S
122
SignatureFD
Georgia
$18.2K +$373 +6 +2%
NSIM
123
North Star Investment Management
Illinois
$18.1K
WWM
124
Wolff Wiese Magana
California
$17.2K +$311 +5 +2%
IA
125
IFP Advisors
Florida
$16.3K

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.