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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
EH
51
Equitable Holdings
New York
$465K +$41K +675 +10%
AI
52
Arrien Investments
Idaho
$451K +$13.1K +216 +3%
SWA
53
SOA Wealth Advisors
New York
$449K -$18K -297 -4%
MHS
54
M Holdings Securities
Oregon
$417K +$419K +6,892 New
HighTower Advisors
55
HighTower Advisors
Illinois
$410K -$8.2K -135 -2%
CI
56
CX Institutional
Indiana
$405K +$409K +6,733 New
FFN
57
Focus Financial Network
Minnesota
$388K -$76.3K -1,256 -17%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$373K -$4.86K -80 -1%
ICP
59
Interchange Capital Partners
Pennsylvania
$371K +$8.87K +146 +2%
IFS
60
Intelligent Financial Strategies
Minnesota
$341K – – –
Barclays
61
Barclays
United Kingdom
$313K – – –
BSW
62
Buckingham Strategic Wealth
Missouri
$304K -$167K -2,754 -35%
AF
63
Affiance Financial
Minnesota
$299K – – –
PGFC
64
Peapack-Gladstone Financial Corp
New Jersey
$283K – – –
GWS
65
Glassman Wealth Services
Virginia
$283K – – –
M&T Bank
66
M&T Bank
New York
$274K -$330K -5,440 -54%
EIP
67
Ellis Investment Partners
Pennsylvania
$269K -$10.1K -166 -4%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$268K +$10.6K +175 +4%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$265K +$64.5K +1,061 +32%
PAG
70
Private Advisor Group
New Jersey
$264K -$4.86K -80 -2%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$251K -$32.4K -534 -11%
IWC
72
Integrated Wealth Concepts
Massachusetts
$244K – – –
SMWM
73
Silvia McColl Wealth Management
California
$240K – – –
Comerica Bank
74
Comerica Bank
Texas
$239K +$790 +13 +0.3%
FFS
75
Founders Financial Securities
Maryland
$236K +$239K +3,927 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.