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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
AWM
126
Abound Wealth Management
Tennessee
$15.5K +$15.8K +254 New
YDMI
127
Y.D. More Investments
Israel
$12.9K +$10K +161 +322%
RA
128
Rise Advisors
New York
$12.7K +$124 +2 +1%
SWM
129
Spire Wealth Management
Virginia
$12.2K
WT
130
Whittier Trust
California
$12.2K
TSWM
131
Tyler-Stone Wealth Management
Ohio
$12K +$12.5K +201 New
HI
132
Harbour Investments
Wisconsin
$9.97K
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$9.6K +$124 +2 +1%
1832 Asset Management
134
1832 Asset Management
Ontario, Canada
$9.18K +$9.33K +150 New
IFAM
135
Institutional & Family Asset Management
Colorado
$8.69K
PMFA
136
Plante Moran Financial Advisors
Michigan
$8.69K
BL
137
Balentine LLC
Georgia
$7.16K
Citigroup
138
Citigroup
New York
$6.73K
FFA
139
Farther Finance Advisors
California
$6.42K -$32K -514 -83%
CP
140
Castleview Partners
Texas
$6.36K
FWP
141
FAS Wealth Partners
Kansas
$6.12K
TFP
142
Tilia Fiduciary Partners
North Carolina
$5.38K +$5.48K +88 New
US Bancorp
143
US Bancorp
Minnesota
$4.65K
GFPC
144
Global Financial Private Client
Florida
$3.81K
LWANC
145
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.67K
RIA
146
Realta Investment Advisors
Delaware
$3.37K +$3.42K +55 New
TRCT
147
Tower Research Capital (TRC)
New York
$2.75K +$996 +16 +55%
NFSG
148
Newbridge Financial Services Group
Florida
$2.08K
SFCL
149
Strengthening Families & Communities LLC
Massachusetts
$1K +$1.37K +22 New
GRP
150
Global Retirement Partners
California
$126 -$1.56K -25 -93%

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.