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iShares Global Consumer Staples ETF

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: 120122 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Affiance Financial
Minnesota
$291K -$10.1K -160 -3%
GWS
52
Glassman Wealth Services
Virginia
$283K
M&T Bank
53
M&T Bank
New York
$275K
RBA
54
Richard Bernstein Advisors
New York
$271K -$3.03K -48 -1%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$266K +$73.8K +1,170 +36%
PAG
56
Private Advisor Group
New Jersey
$264K -$17K -270 -6%
MML Investors Services
57
MML Investors Services
Massachusetts
$263K -$252 -4 -0.1%
EIP
58
Ellis Investment Partners
Pennsylvania
$261K -$9.52K -151 -3%
CIBC World Market
59
CIBC World Market
Ontario, Canada
$250K +$1.7K +27 +0.7%
SMWM
60
Silvia McColl Wealth Management
California
$241K
IWC
61
Integrated Wealth Concepts
Massachusetts
$237K +$18.5K +294 +8%
PGFC
62
Peapack-Gladstone Financial Corp
New Jersey
$237K -$44.2K -700 -15%
MCM
63
MAI Capital Management
Ohio
$232K +$41.8K +663 +21%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$227K -$16.7K -265 -7%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$215K -$2.4K -38 -1%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$214K +$14K +222 +7%
IFG
67
Independent Financial Group
California
$211K -$1.49M -23,678 -87%
JP Morgan Chase
68
JP Morgan Chase
New York
$209K -$40K -634 -15%
SFFS
69
Stonehage Fleming Financial Services
Jersey
$203K
KCM
70
Kendall Capital Management
Maryland
$201K +$211K +3,339 New
GCP
71
GSA Capital Partners
United Kingdom
$201K
IA
72
IFP Advisors
Florida
$150K +$143K +2,261 +1,000%
FRA
73
Front Row Advisors
California
$141K -$3.15K -50 -2%
SPIA
74
Steward Partners Investment Advisory
New York
$139K +$9.9K +157 +7%
MCM
75
Manchester Capital Management
Vermont
$130K

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.