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iShares Global Consumer Staples ETF
KXI

135 hedge funds and large institutions have $554M invested in iShares Global Consumer Staples ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

0.61% more ownership

Funds ownership: 64.69% → 65.3% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $564M → $554M (-$10.4M)

1% less funds holding

Funds holding: 137 → 135 (-2)

47% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 47

Holders
135
Holders Change
-2
Holders Change %
-1.46%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
25
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$22.1M
2
CAM
Cresset Asset Management
Illinois
+$2.41M
3
AA
Axiom Advisory
California
+$2.26M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.74M
5
IFG
Independent Financial Group
California
+$1.54M

Top Sellers

1
Jane Street
Jane Street
New York
-$8.53M
2
Bank of America
Bank of America
North Carolina
-$5.79M
3
Ameriprise
Ameriprise
Minnesota
-$5.77M
4
FAIM
Financial Advocates Investment Management
Washington
-$5.12M
5
RBA
Richard Bernstein Advisors
New York
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$1.96M +$1.98M +32,585 New
Goldman Sachs
27
Goldman Sachs
New York
$1.82M +$111K +1,828 +6%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$1.82M +$1.74M +28,600 +3,575%
GIA
29
Gladstone Institutional Advisory
Florida
$1.76M +$98.4K +1,619 +6%
SC
30
Slow Capital
California
$1.68M -$12.5K -206 -0.7%
EWM
31
Evermay Wealth Management
Virginia
$1.59M -$30.9K -508 -2%
IFG
32
Independent Financial Group
California
$1.52M +$1.54M +25,309 New
FTUS
33
Flow Traders U.S.
New York
$1.45M +$1.46M +24,066 New
MCWS
34
McKinley Carter Wealth Services
West Virginia
$1.42M – – –
CGA
35
Crescent Grove Advisors
Illinois
$1.24M – – –
MWM
36
MGB Wealth Management
Texas
$1.24M -$11.1K -182 -0.9%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.18M -$41K -675 -3%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$1.15M +$8.63K +142 +0.7%
Bessemer Group
39
Bessemer Group
New Jersey
$1.12M – – –
SEIA
40
Signature Estate & Investment Advisors
California
$960K +$971K +15,975 New
PIMG
41
Patriot Investment Management Group
Tennessee
$913K -$57.7K -949 -6%
TCA
42
Transcend Capital Advisors
New Jersey
$793K -$10.1K -167 -1%
AWS
43
Atria Wealth Solutions
New York
$712K +$402K +6,609 +126%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$707K +$26.4K +434 +4%
WCM
45
WealthBridge Capital Management
Ohio
$665K – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$651K -$27.2K -448 -4%
Osaic Holdings
47
Osaic Holdings
Arizona
$618K -$144K -2,373 -19%
Stifel Financial
48
Stifel Financial
Missouri
$562K -$43.4K -714 -7%
MML Investors Services
49
MML Investors Services
Massachusetts
$519K -$2.55K -42 -0.5%
AI
50
Atria Investments
North Carolina
$486K +$491K +8,086 New
1
2
3 4 5

KXI Hedge Fund Activity: Q2 2024 in Review

135 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q2 2024, worth a combined $554M — down 1.8% from $564M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KXI positions and 18 closed out — a net gain of 2 holders — while 25 added to existing stakes and 47 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $22.1M. The largest seller was Jane Street, cutting an estimated $8.53M.

  • 135 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q2 2024, down from 137 in Q1 2024.
  • Funds reported $554M of iShares Global Consumer Staples ETF stock for Q2 2024, down 1.8% quarter-over-quarter.
  • 20 funds opened new iShares Global Consumer Staples ETF positions in Q2 2024 and 18 closed out, a net change of +2 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q2 2024 was Fisher Asset Management, an estimated $22.1M added.
  • The largest iShares Global Consumer Staples ETF seller in Q2 2024 was Jane Street, an estimated $8.53M sold.

Based on aggregated 13F filings for Q2 2024.