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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.

New
Increased
Maintained
Reduced
Closed

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: 141144 (+3)

2.45% less ownership

Funds ownership: 69.68%67.23% (-2.5%)

Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
49
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$202M +$53.2M +878,329 +33%
BlackRock
2
BlackRock
New York
$127M +$3.27M +54,048 +3%
RBA
3
Richard Bernstein Advisors
New York
$114M +$28.9M +477,436 +32%
Ameriprise
4
Ameriprise
Minnesota
$80.6M +$23.6M +389,976 +39%
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$40.3M +$13M +214,382 +44%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15M +$3.33M +55,065 +27%
MD
7
Money Design
Japan
$13.4M +$1.61M +26,671 +13%
Morgan Stanley
8
Morgan Stanley
New York
$13M -$1.01M -16,640 -7%
LPL Financial
9
LPL Financial
California
$9.54M -$421K -6,950 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.9M +$1.75M +28,909 +27%
FA
11
Fortis Advisors
Pennsylvania
$7.76M +$3.76M +62,105 +64%
UBS Group
12
UBS Group
Switzerland
$6.97M +$716K +11,836 +11%
CS
13
Credit Suisse
Switzerland
$6.78M +$936K +15,460 +15%
CFM
14
Capricorn Fund Managers
United Kingdom
$4.63M
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$4.57M
Creative Planning
16
Creative Planning
Kansas
$4.26M -$87.3K -1,443 -2%
LJAC
17
L.J. Altfest & Co
New York
$3.75M +$3.92M +64,767 New
Wells Fargo
18
Wells Fargo
California
$3.47M +$284K +4,699 +9%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.39M -$2.09M -34,602 -37%
SC
20
Slow Capital
California
$3.05M -$128K -2,113 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.79M -$578K -9,551 -17%
Fisher Asset Management
22
Fisher Asset Management
Washington
$2.65M -$230K -3,802 -8%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.61M +$2.18M +35,985 +393%
WSTAM
24
Wilbanks Smith & Thomas Asset Management
Virginia
$2.07M
TCA
25
Transcend Capital Advisors
New Jersey
$1.82M +$498K +8,233 +35%

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.