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iShares Global Consumer Staples ETF
KXI

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
149
Holders Change
+35
Holders Change %
+30.7%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
44
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$150M
2
RBA
Richard Bernstein Advisors
New York
+$82.1M
3
Ameriprise
Ameriprise
Minnesota
+$59.2M
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$16M
5
MD
Money Design
Japan
+$10.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$16M
2
Goldman Sachs
Goldman Sachs
New York
-$5.34M
3
Morgan Stanley
Morgan Stanley
New York
-$4.07M
4
Barclays
Barclays
United Kingdom
-$1.52M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$163M +$150M +2,418,903 +2,286%
BlackRock
2
BlackRock
New York
$115M +$2.43M +39,163 +2%
RBA
3
Richard Bernstein Advisors
New York
$94.1M +$82.1M +1,321,574 +1,004%
LPL Financial
4
LPL Financial
California
$74.2M +$1.25M +20,125 +2%
Ameriprise
5
Ameriprise
Minnesota
$62.8M +$59.2M +954,177 +6,102%
PAMS
6
Pictet Asset Management (Switzerland)
Switzerland
$16.7M +$16M +257,700 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$15M +$8.96M +144,358 +165%
Morgan Stanley
8
Morgan Stanley
New York
$13M -$4.07M -65,567 -25%
MD
9
Money Design
Japan
$11.9M +$10.6M +169,991 +1,112%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.69M +$4.31M +69,370 +141%
UBS Group
11
UBS Group
Switzerland
$6.41M +$190K +3,053 +3%
CS
12
Credit Suisse
Switzerland
$5.64M +$4.98M +80,160 +1,145%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$5.37M +$5.16M +83,160 New
CFM
14
Capricorn Fund Managers
United Kingdom
$5.19M +$4.98M +80,160 New
Creative Planning
15
Creative Planning
Kansas
$4.87M -$55.2K -889 -1%
RJA
16
Raymond James & Associates
Florida
$4.69M +$179K +2,887 +4%
FA
17
Fortis Advisors
Pennsylvania
$4.39M +$108K +1,735 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.12M +$3.41M +54,873 +621%
Wells Fargo
19
Wells Fargo
California
$3.46M +$281K +4,523 +9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.23M -$39.9K -643 -1%
SC
21
Slow Capital
California
$3.17M +$8.76K +141 +0.3%
BPC
22
Banque Pictet & Cie
Switzerland
$3.08M +$2.96M +47,600 New
Fisher Asset Management
23
Fisher Asset Management
Washington
$2.84M -$92.8K -1,495 -3%
MCWS
24
McKinley Carter Wealth Services
West Virginia
$2.25M -$18.6K -300 -0.9%
VFA
25
Voya Financial Advisors
Connecticut
$2.21M +$1.08M +17,463 +104%
1
2 3 4 5

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.