We are live on ! Find out more
RXI icon

iShares Global Consumer Discretionary ETF

62 hedge funds and large institutions have $130M invested in iShares Global Consumer Discretionary ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $96.6M → $130M (+$33.3M)

5.8% more ownership

Funds ownership: 37.43%43.23% (+5.8%)

6% less funds holding

Funds holding: 6662 (-4)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$50.7M -$36.4K -261 -0.1%
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$30.2M +$29M +207,960 New
PCH
3
PGIM Custom Harvest
New Jersey
$7.29M +$24.3K +174 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$7.08M +$3.03M +21,711 +80%
SC
5
Slow Capital
California
$4.35M -$26.8K -192 -0.6%
Bessemer Group
6
Bessemer Group
New Jersey
$4.08M -$13M -93,224 -77%
Bank of America
7
Bank of America
North Carolina
$3.48M -$546K -3,913 -14%
Wells Fargo
8
Wells Fargo
California
$3.1M +$66K +473 +2%
Jane Street
9
Jane Street
New York
$2.78M +$2.43M +17,373 +975%
CAN
10
Cetera Advisor Networks
California
$1.36M
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.36M -$7.54K -54 -0.6%
SC
12
Scotia Capital
Ontario, Canada
$1.19M -$35.9K -257 -3%
LPL Financial
13
LPL Financial
California
$1.11M -$187K -1,342 -15%
T
14
TCWP
Ohio
$1.05M -$424K -3,036 -30%
Corient Private Wealth
15
Corient Private Wealth
Florida
$1.03M +$484K +3,468 +96%
FRA
16
Frank Rimerman Advisors
California
$936K
LWM
17
Laidlaw Wealth Management
New York
$815K -$2.09K -15 -0.3%
OCPWS
18
One Charles Private Wealth Services
Massachusetts
$688K +$134K +958 +25%
CBFP
19
Cedar Brook Financial Partners
Ohio
$670K +$5.72K +41 +0.9%
IWC
20
Integrated Wealth Concepts
Massachusetts
$608K
UBS Group
21
UBS Group
Switzerland
$583K +$395K +2,826 +238%
SB
22
Sunflower Bank
Texas
$474K -$53.1K -380 -10%
HighTower Advisors
23
HighTower Advisors
Illinois
$387K +$374K +2,677 New
JP Morgan Chase
24
JP Morgan Chase
New York
$337K -$88.5K -634 -21%
FPCP
25
Fort Point Capital Partners
California
$336K -$18.2K -130 -5%

RXI Hedge Fund Activity: Q1 2023 in Review

62 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Discretionary ETF (RXI) for Q1 2023, worth a combined $130M — up 35% from $96.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RXI and 4 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 12 added.

The largest buyer was Pictet Asset Management (Switzerland), opening a new position worth an estimated $29M. The largest seller was Bessemer Group, cutting an estimated $13M.

  • 62 institutional investors held iShares Global Consumer Discretionary ETF (RXI) as of Q1 2023, down from 66 in Q4 2022.
  • Funds reported $130M of iShares Global Consumer Discretionary ETF stock for Q1 2023, up 35% quarter-over-quarter.
  • 4 funds opened new iShares Global Consumer Discretionary ETF positions in Q1 2023 and 8 closed out, a net change of -4 holders.
  • The largest iShares Global Consumer Discretionary ETF buyer in Q1 2023 was Pictet Asset Management (Switzerland), an estimated $29M added.
  • The largest iShares Global Consumer Discretionary ETF seller in Q1 2023 was Bessemer Group, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2023.