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iShares Global Consumer Staples ETF
KXI

Overview Fund Activity

137 hedge funds and large institutions have $564M invested in iShares Global Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
28
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$115M
2
FAIM
Financial Advocates Investment Management
Washington
$5.12M
3
EWM
Evermay Wealth Management
Virginia
$1.64M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.24M
5
UBS Group
UBS Group
Switzerland
$6.86M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$19.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.03M
3
Bank of America
Bank of America
North Carolina
$90.9M
4
LPL Financial
LPL Financial
California
$5.46M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
101
Highlander Capital Management
New Jersey
$39.7K – – –
CWM
102
Compass Wealth Management
Connecticut
$37.8K – – –
PCMC
103
Private Capital Management (Colorado)
Colorado
$31K – – –
BTI
104
Blue Trust Inc
Georgia
$24.7K +$7.08K +116 +40%
OC
105
Oakworth Capital
Alabama
$24.4K – – –
PTC
106
Private Trust Company
Ohio
$24K – – –
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$22K -$61 -1 -0.3%
GTAM
108
Global Trust Asset Management
Florida
$21.1K – – –
NS
109
NBC Securities
Alabama
$21K +$7.6K +122 +57%
HI
110
Harbour Investments
Wisconsin
$20.8K +$10.8K +177 +109%
TH
111
TCTC Holdings
Texas
$19K – – –
AIC
112
Archer Investment Corporation
Indiana
$18.6K – – –
PS
113
Principal Securities
Iowa
$18.3K – – –
SS
114
Sunbelt Securities
Texas
$16.7K -$18.3K -300 -52%
CPG
115
Cornerstone Planning Group
New Jersey
$16.4K – – –
IA
116
IFP Advisors
Florida
$13.8K -$2.44K -40 -15%
RA
117
Rise Advisors
New York
$12.9K – – –
YDMI
118
Y.D. More Investments
Israel
$12.9K – – –
TSWM
119
Tyler-Stone Wealth Management
Ohio
$12.3K – – –
SWM
120
Spire Wealth Management
Virginia
$12.2K – – –
WT
121
Whittier Trust
California
$12.2K – – –
William Blair & Company
122
William Blair & Company
Illinois
$11.4K +$4.27K +70 +60%
US Bancorp
123
US Bancorp
Minnesota
$9.89K +$5.25K +86 +113%
PMFA
124
Plante Moran Financial Advisors
Michigan
$8.67K – – –
BL
125
Balentine LLC
Georgia
$7.14K – – –
3 4
5
6 7