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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
Comerica Bank
76
Comerica Bank
Texas
$128K -$694 -11 -0.5%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$125K -$442 -7 -0.3%
BWM
78
BigSur Wealth Management
Florida
$96.5K
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$93.3K
AIM
80
Anchor Investment Management
South Carolina
$86.5K -$1.89K -30 -2%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$61.4K -$10.7K -169 -14%
GWM
82
Geneos Wealth Management
Colorado
$53.5K
AF
83
Allworth Financial
California
$52.7K
CJ
84
Caitlin John
Michigan
$50.2K
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$48.2K
TWC
86
TD Waterhouse Canada
Ontario, Canada
$48.2K +$50.5K +800 New
GEA
87
Glen Eagle Advisors
New Jersey
$42.2K
ACA
88
Aptus Capital Advisors
Alabama
$40K
AWM
89
AE Wealth Management
Kansas
$38.2K +$39.9K +633 New
CWM
90
Compass Wealth Management
Connecticut
$37.4K
AWM
91
Avior Wealth Management
Nebraska
$28K +$29.3K +464 New
KBFS
92
Kohmann Bosshard Financial Services
Ohio
$25.6K +$26.8K +425 New
OC
93
Oakworth Capital
Alabama
$24.1K
PTC
94
Private Trust Company
Ohio
$23.7K
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$21.9K +$126 +2 +0.6%
EWM
96
Evermay Wealth Management
Virginia
$19.1K -$1.51M -23,904 -99%
TH
97
TCTC Holdings
Texas
$18.8K
AIC
98
Archer Investment Corporation
Indiana
$18.8K +$315 +5 +2%
CPG
99
Cornerstone Planning Group
New Jersey
$17.1K +$252 +4 +1%
GTAM
100
Global Trust Asset Management
Florida
$16.6K -$4.42K -70 -20%

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.