iShares Global Consumer Staples ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$150M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$82.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$59.2M |
| 4 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$16M |
| 5 |
MD
Money Design
Tokyo,
Japan
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$16M |
| 2 |
Goldman Sachs
New York
|
-$5.34M |
| 3 |
Morgan Stanley
New York
|
-$4.07M |
| 4 |
Barclays
London,
United Kingdom
|
-$1.52M |
| 5 |
JP Morgan Chase
New York
|
-$1.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RTL
151
Red Tortoise LLC
Atlanta,
Georgia
| – | -$53K | -993 | Closed |
|
|
JCM
152
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$55K | -924 | Closed |
|
|
IWA
153
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$34K | -563 | Closed |
|
|
IF
154
Ironwood Financial
Tucson,
Arizona
| – | -$19K | -320 | Closed |
|
|
LWM
155
Liberty Wealth Management
Oakland,
California
| – | -$19K | -319 | Closed |
|
|
CFA
156
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$12K | -212 | Closed |
|
|
BMD
157
Better Money Decisions
Santa Fe,
New Mexico
| – | -$12K | -205 | Closed |
|
158
Koshinski Asset Management
Decatur,
Illinois
| – | -$10.3K | -172 | Closed |
|
|
MAM
159
Meeder Asset Management
Dublin,
Ohio
| – | -$2K | -40 | Closed |
|
|
GKWIM
160
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$6K | -6 | Closed |
|
|
SFCL
161
Strengthening Families & Communities LLC
Boston,
Massachusetts
| – | +$1.3K | +21 | New |
|
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.