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iShares Global Consumer Staples ETF
KXI

122 hedge funds and large institutions have $417M invested in iShares Global Consumer Staples ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

2.71% more ownership

Funds ownership: 57.76% → 60.48% (+2.7%)

2% more funds holding

Funds holding: 120 → 122 (+2)

3% less capital invested

Capital invested by funds: $432M → $417M (-$14.5M)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
32
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$17M
2
MIM
Morningstar Investment Management
Illinois
+$5.07M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.4M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$3.36M
5
FTUS
Flow Traders U.S.
New York
+$2.38M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.3M
2
LJAC
L.J. Altfest & Co
New York
-$2M
3
UBS Group
UBS Group
Switzerland
-$1.66M
4
EWM
Evermay Wealth Management
Virginia
-$1.51M
5
IFG
Independent Financial Group
California
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
26
Independent Advisor Alliance
North Carolina
$1.53M +$1.6M +25,386 New
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$1.29M +$127K +2,007 +10%
CGA
28
Crescent Grove Advisors
Illinois
$1.25M – – –
Bessemer Group
29
Bessemer Group
New Jersey
$1.24M +$128K +2,035 +11%
MWM
30
MGB Wealth Management
Texas
$1.17M +$8.14K +129 +0.7%
MCWS
31
McKinley Carter Wealth Services
West Virginia
$1.16M -$124K -1,970 -9%
SEIA
32
Signature Estate & Investment Advisors
California
$980K +$13.8K +219 +1%
CAM
33
Cresset Asset Management
Illinois
$905K -$921K -14,602 -49%
PIMG
34
Patriot Investment Management Group
Tennessee
$901K +$505 +8 +0.1%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$772K -$37.2K -590 -4%
CI
36
CX Institutional
Indiana
$743K +$777K +12,323 New
WCM
37
WealthBridge Capital Management
Ohio
$674K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$488K -$123K -1,950 -19%
Jane Street
39
Jane Street
New York
$484K -$2.3M -36,491 -82%
EH
40
Equitable Holdings
New York
$470K +$68.2K +1,082 +16%
FBB
41
Fulton Breakefield Broenniman
Maryland
$463K +$484K +7,680 New
SWA
42
SOA Wealth Advisors
New York
$453K +$6.62K +105 +1%
FTA
43
Financial & Tax Architects
Missouri
$451K +$155K +2,465 +49%
HighTower Advisors
44
HighTower Advisors
Illinois
$446K +$20.6K +326 +5%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$416K -$58.7K -930 -12%
FFN
46
Focus Financial Network
Minnesota
$381K +$5.55K +88 +1%
SS
47
SBI Securities
Japan
$346K +$362K +5,740 New
IFS
48
Intelligent Financial Strategies
Minnesota
$342K – – –
Barclays
49
Barclays
United Kingdom
$314K – – –
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$300K – – –
1
2
3 4 5

KXI Hedge Fund Activity: Q4 2024 in Review

122 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2024, worth a combined $417M — down 3.4% from $432M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KXI positions and 11 closed out — a net gain of 5 holders — while 32 added to existing stakes and 38 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $17M. The largest seller was Jane Street, cutting an estimated $2.3M.

  • 122 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2024, up from 120 in Q3 2024.
  • Funds reported $417M of iShares Global Consumer Staples ETF stock for Q4 2024, down 3.4% quarter-over-quarter.
  • 16 funds opened new iShares Global Consumer Staples ETF positions in Q4 2024 and 11 closed out, a net change of +5 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q4 2024 was Fisher Asset Management, an estimated $17M added.
  • The largest iShares Global Consumer Staples ETF seller in Q4 2024 was Jane Street, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2024.