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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 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.08B → $1.07B (-$10.7M)

1.17% less ownership

Funds ownership: 71.37%70.2% (-1.2%)

4% less funds holding

Funds holding: 154148 (-6)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

Holders
148
Holders Change
-6
Holders Change %
-3.9%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
35
Reduced
46
Closed
21
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
$373M +$16M +266,459 +5%
RBA
2
Richard Bernstein Advisors
New York
$211M +$9.41M +157,215 +5%
BlackRock
3
BlackRock
New York
$150M +$204K +3,413 +0.1%
Ameriprise
4
Ameriprise
Minnesota
$120M +$5.19M +86,697 +5%
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.3M +$108K +1,810 +0.3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$29.7M +$870K +14,529 +3%
Morgan Stanley
7
Morgan Stanley
New York
$16.1M -$3.05M -51,007 -16%
MD
8
Money Design
Japan
$13.3M -$2.53M -42,234 -16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.4M -$1.3M -21,654 -10%
LPL Financial
10
LPL Financial
California
$9.13M +$302K +5,048 +4%
Wells Fargo
11
Wells Fargo
California
$7.72M +$1M +16,762 +16%
UBS Group
12
UBS Group
Switzerland
$7.57M -$1.36M -22,678 -16%
FA
13
Fortis Advisors
Pennsylvania
$5.88M -$1.15M -19,160 -14%
Creative Planning
14
Creative Planning
Kansas
$4.41M -$16.8K -280 -0.4%
SC
15
Slow Capital
California
$3.34M -$132K -2,212 -4%
TCA
16
Transcend Capital Advisors
New Jersey
$3.18M -$8.14K -136 -0.3%
PAMS
17
Pictet Asset Management (Switzerland)
Switzerland
$2.98M -$35.2M -587,715 -92%
EWA
18
EP Wealth Advisors
California
$2.65M +$3.62M +60,408 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.56M +$101K +1,690 +4%
Bessemer Group
20
Bessemer Group
New Jersey
$2.54M -$6.34M -105,945 -72%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.23M +$293K +4,896 +16%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$2.12M -$5.75K -96 -0.3%
Fisher Asset Management
23
Fisher Asset Management
Washington
$2.05M -$57.7K -964 -3%
Truist Financial
24
Truist Financial
North Carolina
$1.98M -$270K -4,518 -12%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.79M +$86.6K +1,446 +5%

KXI Hedge Fund Activity: Q1 2023 in Review

148 of the 6,275 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 0.99% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KXI and 18 opened new positions — a net loss of 3 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 0.99% quarter-over-quarter.
  • 18 funds opened new iShares Global Consumer Staples ETF positions in Q1 2023 and 21 closed out, a net change of -3 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.