iShares Global Consumer Staples ETF
144 hedge funds and large institutions have $726M invested in iShares Global Consumer Staples ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
26% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 39
9% more capital invested
Capital invested by funds: $664M → $726M (+$61.8M)
2% more funds holding
Funds holding: 141 → 144 (+3)
2.45% less ownership
Funds ownership: 69.68% → 67.23% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$53.2M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$28.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$23.6M |
| 4 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$13M |
| 5 |
LJAC
L.J. Altfest & Co
New York
|
+$3.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
-$62.2M |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$3.82M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.09M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.98M |
| 5 |
Morgan Stanley
New York
|
-$1.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
151
Flow Traders U.S.
New York
| – | -$229K | -3,685 | Closed |
|
152
Goldman Sachs
New York
| – | -$217K | -3,489 | Closed |
|
|
PFS
153
Prospera Financial Services
Dallas,
Texas
| – | -$22K | -350 | Closed |
|
|
UB
154
UMB Bank
Kansas City,
Missouri
| – | -$13K | -211 | Closed |
|
|
AWM
155
Abound Wealth Management
Franklin,
Tennessee
| – | -$2.98K | -48 | Closed |
|
KXI Hedge Fund Activity: Q2 2022 in Review
144 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q2 2022, worth a combined $726M — up 9.3% from $664M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new KXI positions and 11 closed out — a net gain of 3 holders — while 49 added to existing stakes and 39 trimmed.
The largest buyer was Bank of America, adding an estimated $53.2M. The largest seller was Aaron Wealth Advisors, cutting an estimated $62.2M.
- 144 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q2 2022, up from 141 in Q1 2022.
- Funds reported $726M of iShares Global Consumer Staples ETF stock for Q2 2022, up 9.3% quarter-over-quarter.
- 14 funds opened new iShares Global Consumer Staples ETF positions in Q2 2022 and 11 closed out, a net change of +3 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q2 2022 was Bank of America, an estimated $53.2M added.
- The largest iShares Global Consumer Staples ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $62.2M sold.
Based on aggregated 13F filings for Q2 2022.