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iShares Global Consumer Staples ETF

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: 12 (+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: 139154 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$343M +$127M +2,195,699 +62%
RBA
2
Richard Bernstein Advisors
New York
$194M +$72.4M +1,248,989 +62%
BlackRock
3
BlackRock
New York
$145M +$433K +7,469 +0.3%
Ameriprise
4
Ameriprise
Minnesota
$110M +$23.3M +402,574 +28%
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$37.9M -$5.27M -90,903 -13%
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.9M -$16M -275,974 -33%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$27.7M +$10.2M +175,626 +61%
Jane Street
8
Jane Street
New York
$22M +$12.8M +221,279 +150%
Morgan Stanley
9
Morgan Stanley
New York
$18.6M +$4.36M +75,280 +32%
MD
10
Money Design
Japan
$15.3M -$1.67M -28,777 -10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.2M +$4.27M +73,604 +50%
Bessemer Group
12
Bessemer Group
New Jersey
$8.76M +$4.62M +79,645 +118%
UBS Group
13
UBS Group
Switzerland
$8.64M +$20.9K +360 +0.2%
LPL Financial
14
LPL Financial
California
$8.49M +$361K +6,235 +5%
FA
15
Fortis Advisors
Pennsylvania
$6.87M -$770K -13,281 -9%
Wells Fargo
16
Wells Fargo
California
$6.43M +$849K +14,642 +16%
Creative Planning
17
Creative Planning
Kansas
$4.26M -$130K -2,236 -3%
Stifel Financial
18
Stifel Financial
Missouri
$4.17M +$2.55M +44,046 +170%
SC
19
Slow Capital
California
$3.35M +$895K +15,443 +38%
TCA
20
Transcend Capital Advisors
New Jersey
$3.07M +$1.17M +20,197 +65%
Fidelity International
21
Fidelity International
Bermuda
$3.05M -$27.5K -474 -0.9%
BPC
22
Banque Pictet & Cie
Switzerland
$2.62M -$1.08M -18,550 -30%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.62M -$14.9K -257 -0.6%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.37M +$2.01M +34,712 +699%
Truist Financial
25
Truist Financial
North Carolina
$2.17M +$190K +3,281 +10%

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.