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iShares Global Consumer Staples ETF
KXI

154 hedge funds and large institutions have $1.08B invested in iShares Global Consumer Staples ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

54% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 35

47% more capital invested

Capital invested by funds: $737M → $1.08B (+$344M)

11% more funds holding

Funds holding: 139 → 154 (+15)

6.75% more ownership

Funds ownership: 64.62% → 71.37% (+6.8%)

Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
54
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$127M
2
RBA
Richard Bernstein Advisors
New York
+$72.4M
3
Ameriprise
Ameriprise
Minnesota
+$23.3M
4
Jane Street
Jane Street
New York
+$12.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.2M

Top Sellers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$16M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.59M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$5.27M
4
MD
Money Design
Japan
-$1.67M
5
BPC
Banque Pictet & Cie
Switzerland
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
151
U.S. Capital Wealth Advisors
Texas
$2.27K +$2.2K +38 New
NA
152
NewEdge Advisors
Louisiana
$2.07K +$2.03K +35 New
NFSG
153
Newbridge Financial Services Group
Florida
$2.03K +$1.97K +34 New
SFCL
154
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
CPC
155
Cookson Peirce & Co
Pennsylvania
– -$486K -9,066 Closed
AWA
156
Aaron Wealth Advisors
Illinois
– -$477K -8,900 Closed
VCP
157
Vista Capital Partners
Oregon
– -$305K -5,690 Closed
PAG
158
Private Advisor Group
New Jersey
– -$238K -4,443 Closed
BAAM
159
Baker Avenue Asset Management
California
– -$220K -4,103 Closed
PM
160
Phraction Management
Connecticut
– -$218K -4,075 Closed
AF
161
Advisornet Financial
Minnesota
– -$105K -1,957 Closed
SWM
162
Selective Wealth Management
Virginia
– -$76K -1,412 Closed
EW
163
Evoke Wealth
California
– -$30K -563 Closed
AIP
164
Almanack Investment Partners
Pennsylvania
– -$21K -400 Closed
TWC
165
TD Waterhouse Canada
Ontario, Canada
– -$3.92K -72 Closed
CAAS
166
Capital Asset Advisory Services
Michigan
– -$3K -51 Closed
ACM
167
Absolute Capital Management
Pennsylvania
– -$2.12K -39 Closed
3 4 5 6
7

KXI Hedge Fund Activity: Q4 2022 in Review

154 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2022, worth a combined $1.08B — up 47% from $737M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KXI positions and 13 closed out — a net gain of 16 holders — while 54 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $127M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $16M.

  • 154 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2022, up from 139 in Q3 2022.
  • Funds reported $1.08B of iShares Global Consumer Staples ETF stock for Q4 2022, up 47% quarter-over-quarter.
  • 29 funds opened new iShares Global Consumer Staples ETF positions in Q4 2022 and 13 closed out, a net change of +16 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q4 2022 was Bank of America, an estimated $127M added.
  • The largest iShares Global Consumer Staples ETF seller in Q4 2022 was Federation des caisses Desjardins du Quebec, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2022.