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iShares Global Consumer Staples ETF
KXI

Overview Fund Activity

137 hedge funds and large institutions have $564M invested in iShares Global Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
28
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$115M
2
FAIM
Financial Advocates Investment Management
Washington
$5.12M
3
EWM
Evermay Wealth Management
Virginia
$1.64M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.24M
5
UBS Group
UBS Group
Switzerland
$6.86M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$19.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.03M
3
Bank of America
Bank of America
North Carolina
$90.9M
4
LPL Financial
LPL Financial
California
$5.46M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$1.73M -$78.2K -1,282 -4%
SC
27
Slow Capital
California
$1.72M -$1.17M -19,174 -41%
GIA
28
Gladstone Institutional Advisory
Florida
$1.69M +$480K +7,863 +40%
EWM
29
Evermay Wealth Management
Virginia
$1.64M +$1.64M +26,941 New
MCWS
30
McKinley Carter Wealth Services
West Virginia
$1.45M – – –
CGA
31
Crescent Grove Advisors
Illinois
$1.26M – – –
MWM
32
MGB Wealth Management
Texas
$1.24M – – –
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.24M +$694K +11,380 +127%
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$1.19M +$38.9K +628 +3%
Bessemer Group
35
Bessemer Group
New Jersey
$1.13M -$356K -5,833 -24%
CBFP
36
Cedar Brook Financial Partners
Ohio
$1.03M +$6.41K +105 +0.6%
PIMG
37
Patriot Investment Management Group
Tennessee
$985K -$18.3K -300 -2%
TCA
38
Transcend Capital Advisors
New Jersey
$815K -$35.5K -581 -4%
Osaic Holdings
39
Osaic Holdings
Arizona
$772K -$8.3K -136 -1%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$692K -$1.95K -32 -0.3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$688K +$35.9K +589 +6%
WCM
42
WealthBridge Capital Management
Ohio
$676K -$12.2K -200 -2%
Stifel Financial
43
Stifel Financial
Missouri
$614K -$64.9K -1,064 -10%
M&T Bank
44
M&T Bank
New York
$610K – – –
MML Investors Services
45
MML Investors Services
Massachusetts
$530K +$11.4K +186 +2%
BSW
46
Buckingham Strategic Wealth
Missouri
$477K – – –
SWA
47
SOA Wealth Advisors
New York
$474K – – –
CA
48
Cetera Advisors
Colorado
$457K +$119K +1,957 +35%
AI
49
Arrien Investments
Idaho
$444K -$252K -4,131 -36%
FFN
50
Focus Financial Network
Minnesota
$439K -$13.8K -236 -3%
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