iShares Global Consumer Staples ETF
142 hedge funds and large institutions have $625M invested in iShares Global Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 54 reducing their positions, and 22 closing their positions.
5% less funds holding
Funds holding: 150 → 142 (-8)
27% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 22
32.28% less ownership
Funds ownership: 72.34% → 40.06% (-32%)
45% less capital invested
Capital invested by funds: $1.14B → $625M (-$512M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
56% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$50.4M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$8.58M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$5.02M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.51M |
| 5 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$263M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$150M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$88.4M |
| 4 |
Jane Street
New York
|
-$33.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.7M |
KXI Hedge Fund Activity: Q3 2023 in Review
142 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2023, worth a combined $625M — down 45% from $1.14B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of KXI and 16 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 24 added.
The largest buyer was Fisher Asset Management, adding an estimated $50.4M. The largest seller was Bank of America, cutting an estimated $263M.
- 142 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2023, down from 150 in Q2 2023.
- Funds reported $625M of iShares Global Consumer Staples ETF stock for Q3 2023, down 45% quarter-over-quarter.
- 16 funds opened new iShares Global Consumer Staples ETF positions in Q3 2023 and 22 closed out, a net change of -6 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q3 2023 was Fisher Asset Management, an estimated $50.4M added.
- The largest iShares Global Consumer Staples ETF seller in Q3 2023 was Bank of America, an estimated $263M sold.
Based on aggregated 13F filings for Q3 2023.