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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
FS
76
Financial Symmetry
North Carolina
$234K +$237K +3,900 New
EFG
77
Ehrlich Financial Group
California
$223K -$140K -2,298 -38%
TSS
78
Two Sigma Securities
New York
$203K +$205K +3,377 New
SFFS
79
Stonehage Fleming Financial Services
Jersey
$202K +$205K +3,368 New
SL
80
Salomon & Ludwin
Virginia
$197K -$9.54K -157 -5%
FRA
81
Front Row Advisors
California
$143K -$25.2K -414 -15%
SPIA
82
Steward Partners Investment Advisory
New York
$131K +$2.61K +43 +2%
MCM
83
Manchester Capital Management
Vermont
$129K – – –
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$125K -$19.7K -324 -13%
WIA
85
Wetzel Investment Advisors
Indiana
$120K – – –
JP Morgan Chase
86
JP Morgan Chase
New York
$97.4K -$273K -4,488 -73%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$93K – – –
AIM
88
Anchor Investment Management
South Carolina
$88.1K – – –
TFF
89
The Family Firm
Maryland
$78.2K +$79K +1,300 New
GWM
90
Geneos Wealth Management
Colorado
$65.4K – – –
AF
91
Allworth Financial
California
$61.3K – – –
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$55.6K +$3.34K +55 +6%
CJ
93
Caitlin John
Michigan
$50K – – –
VWM
94
Venturi Wealth Management
Texas
$42.3K – – –
GEA
95
Glen Eagle Advisors
New Jersey
$42.1K – – –
ACA
96
Aptus Capital Advisors
Alabama
$39.9K -$16K -264 -28%
Jones Financial Companies
97
Jones Financial Companies
Missouri
$39.8K +$40.3K +663 New
CWM
98
Compass Wealth Management
Connecticut
$37.3K – – –
CHA
99
Carmichael Hill & Associates
Maryland
$33.1K -$9.11K -150 -21%
PCMC
100
Private Capital Management (Colorado)
Colorado
$30.6K – – –
2 3
4
5 6

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.