iShares Global Consumer Staples ETF
148 hedge funds and large institutions have $1.07B invested in iShares Global Consumer Staples ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 20 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.17% less ownership
Funds ownership: 71.37% → 70.2% (-1.2%)
4% less funds holding
Funds holding: 154 → 148 (-6)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
24% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 46
49% less capital inflows, than outflows
Capital inflows: $49.1M | Capital outflows: $95.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$16M |
| 2 |
Richard Bernstein Advisors
New York
|
+$9.41M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.19M |
| 4 |
EP Wealth Advisors
Torrance,
California
|
+$3.62M |
| 5 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$35.2M |
| 2 |
Jane Street
New York
|
-$22M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$6.34M |
| 4 |
Morgan Stanley
New York
|
-$3.05M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$3.05M |
KXI Hedge Fund Activity: Q1 2023 in Review
148 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q1 2023, worth a combined $1.07B — down 0.74% from $1.08B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of KXI and 18 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 35 added.
The largest buyer was Bank of America, adding an estimated $16M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $35.2M.
- 148 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q1 2023, down from 154 in Q4 2022.
- Funds reported $1.07B of iShares Global Consumer Staples ETF stock for Q1 2023, down 0.74% quarter-over-quarter.
- 18 funds opened new iShares Global Consumer Staples ETF positions in Q1 2023 and 20 closed out, a net change of -2 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q1 2023 was Bank of America, an estimated $16M added.
- The largest iShares Global Consumer Staples ETF seller in Q1 2023 was Pictet Asset Management (Switzerland), an estimated $35.2M sold.
Based on aggregated 13F filings for Q1 2023.