iShares Global Consumer Staples ETF
141 hedge funds and large institutions have $664M invested in iShares Global Consumer Staples ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 19 closing their positions.
5.41% more ownership
Funds ownership: 64.27% → 69.68% (+5.4%)
7% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 42
3% less capital invested
Capital invested by funds: $682M → $664M (-$17.4M)
5% less funds holding
Funds holding: 149 → 141 (-8)
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$65.1M |
| 2 |
BlackRock
New York
|
+$23M |
| 3 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$14M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.15M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$60.8M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.22M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.4M |
| 4 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$2.21M |
| 5 |
LJAC
L.J. Altfest & Co
New York
|
-$2.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
DZ Bank
Frankfurt Am Main,
Germany
| – | -$106K | -1,642 | Closed |
|
|
CA
152
CoreCap Advisors
Southfield,
Michigan
| – | -$60K | -926 | Closed |
|
153
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$41K | -621 | Closed |
|
|
CWS
154
Confluence Wealth Services
Mcmurray,
Pennsylvania
| – | -$25K | -389 | Closed |
|
|
FAG
155
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$14K | -215 | Closed |
|
|
CIAS
156
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$14K | -212 | Closed |
|
|
CA
157
Cornerstone Advisory
Hunt Valley,
Maryland
| – | -$13K | -200 | Closed |
|
|
SCA
158
Snowden Capital Advisors
New York
| – | -$6K | -96 | Closed |
|
|
ACM
159
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$1.81K | -28 | Closed |
|
|
MP
160
McDonald Partners
Cleveland,
Ohio
| – | -$1.81K | -28 | Closed |
|
KXI Hedge Fund Activity: Q1 2022 in Review
141 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q1 2022, worth a combined $664M — down 2.5% from $682M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of KXI and 13 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 45 added.
The largest buyer was Aaron Wealth Advisors, opening a new position worth an estimated $65.1M. The largest seller was LPL Financial, cutting an estimated $60.8M.
- 141 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q1 2022, down from 149 in Q4 2021.
- Funds reported $664M of iShares Global Consumer Staples ETF stock for Q1 2022, down 2.5% quarter-over-quarter.
- 13 funds opened new iShares Global Consumer Staples ETF positions in Q1 2022 and 19 closed out, a net change of -6 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $65.1M added.
- The largest iShares Global Consumer Staples ETF seller in Q1 2022 was LPL Financial, an estimated $60.8M sold.
Based on aggregated 13F filings for Q1 2022.