iShares Global Consumer Staples ETF
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.
22.86% more ownership
Funds ownership: 40.06% → 62.92% (+23%)
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
1% more funds holding
Funds holding: 142 → 144 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less capital invested
Capital invested by funds: $625M → $550M (-$74.7M)
43% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.5M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$18.3M |
| 3 |
Jane Street
New York
|
+$9.36M |
| 4 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$7.61M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$38.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$17.9M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$8.12M |
| 4 |
RBA
Richard Bernstein Advisors
New York
|
-$5.06M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.33M |
KXI Hedge Fund Activity: Q4 2023 in Review
144 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2023, worth a combined $550M — down 12% from $625M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new KXI positions and 16 closed out — a net gain of 3 holders — while 31 added to existing stakes and 54 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.5M. The largest seller was BlackRock, cutting an estimated $38.8M.
- 144 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2023, up from 142 in Q3 2023.
- Funds reported $550M of iShares Global Consumer Staples ETF stock for Q4 2023, down 12% quarter-over-quarter.
- 19 funds opened new iShares Global Consumer Staples ETF positions in Q4 2023 and 16 closed out, a net change of +3 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q4 2023 was Morgan Stanley, an estimated $20.5M added.
- The largest iShares Global Consumer Staples ETF seller in Q4 2023 was BlackRock, an estimated $38.8M sold.
Based on aggregated 13F filings for Q4 2023.