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iShares Global Consumer Staples ETF
KXI

Overview Fund Activity

144 hedge funds and large institutions have $550M invested in iShares Global Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
31
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.6M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$70.4M
3
Jane Street
3
Jane Street
New York
$13.3M
4
MIM
4
Morningstar Investment Management
Illinois
$9.96M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$11.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$97.1M
2
Bank of America
2
Bank of America
North Carolina
$93.3M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
RBA
4
Richard Bernstein Advisors
New York
$53.3M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$69.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
76
MAI Capital Management
Ohio
$228K +$228K +3,839 New
PP
77
Patron Partners
Texas
$213K -$25.1K -424 -11%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$209K -$267K -4,499 -56%
KAS
79
Kestra Advisory Services
Texas
$206K +$206K +3,481 New
SFFS
80
Stonehage Fleming Financial Services
Jersey
$200K – – –
FRA
81
Front Row Advisors
California
$166K – – –
Fidelity Investments
82
Fidelity Investments
Massachusetts
$145K -$6.11K -103 -4%
MAWCM
83
Mine & Arao Wealth Creation & Management
California
$135K +$889 +15 +0.7%
MCM
84
Manchester Capital Management
Vermont
$127K – – –
SPIA
85
Steward Partners Investment Advisory
New York
$126K – – –
WIA
86
Wetzel Investment Advisors
Indiana
$113K +$113K +1,908 New
EWA
87
EP Wealth Advisors
California
$107K +$107K +1,806 New
BWM
88
BigSur Wealth Management
Florida
$94.9K +$94.9K +1,600 New
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$91.8K -$92K -1,551 -50%
AIM
90
Anchor Investment Management
South Carolina
$86.9K +$57.2K +965 +193%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$70K -$7.31K -124 -9%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$69.6K -$3.43M -57,809 -98%
GWM
93
Geneos Wealth Management
Colorado
$69.2K – – –
AF
94
Allworth Financial
California
$58.8K – – –
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$51.6K -$18.7K -315 -27%
CJ
96
Caitlin John
Michigan
$49.3K +$49.3K +832 New
VWM
97
Venturi Wealth Management
Texas
$41.7K -$3.85K -65 -8%
CHA
98
Carmichael Hill & Associates
Maryland
$41.5K – – –
GEA
99
Glen Eagle Advisors
New Jersey
$41.5K – – –
ACA
100
Aptus Capital Advisors
Alabama
$39.4K – – –
2 3
4
5 6