iShares Global Consumer Staples ETF
144 hedge funds and large institutions have $729M 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, 38 reducing their positions, and 11 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 38
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
12% more capital invested
Capital invested by funds: $649M → $729M (+$80.8M)
3.79% more ownership
Funds ownership: 63.44% → 67.23% (+3.8%)
2% more funds holding
Funds holding: 141 → 144 (+3)
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 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$3.82M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.09M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.98M |
| 4 |
Morgan Stanley
New York
|
-$1.01M |
| 5 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
-$902K |
KXI Hedge Fund Activity: Q2 2022 in Review
144 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q2 2022, worth a combined $729M — up 12% from $649M 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 38 trimmed.
The largest buyer was Bank of America, adding an estimated $53.2M. The largest seller was National Bank of Canada, cutting an estimated $3.82M.
- 144 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q2 2022, up from 141 in Q1 2022.
- Funds reported $729M of iShares Global Consumer Staples ETF stock for Q2 2022, up 12% 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 National Bank of Canada, an estimated $3.82M sold.
Based on aggregated 13F filings for Q2 2022.