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iShares Global Consumer Staples ETF
KXI

120 hedge funds and large institutions have $432M invested in iShares Global Consumer Staples ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.54% less ownership

Funds ownership: 65.3% → 57.76% (-7.5%)

11% less funds holding

Funds holding: 135 → 120 (-15)

22% less capital invested

Capital invested by funds: $554M → $432M (-$122M)

49% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 45

58% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
120
Holders Change
-15
Holders Change %
-11.11%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
23
Reduced
45
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$18.9M
2
LJAC
L.J. Altfest & Co
New York
+$1.92M
3
UBS Group
UBS Group
Switzerland
+$958K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$939K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$851K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$84.4M
2
RBA
Richard Bernstein Advisors
New York
-$52.6M
3
Ameriprise
Ameriprise
Minnesota
-$20.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.63M
5
FA
Fortis Advisors
Pennsylvania
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
101
Archer Investment Corporation
Indiana
$20.2K – – –
PS
102
Principal Securities
Iowa
$17.4K -$2.22K -35 -12%
CPG
103
Cornerstone Planning Group
New Jersey
$17.2K – – –
IA
104
IFP Advisors
Florida
$14.9K – – –
YDMI
105
Y.D. More Investments
Israel
$13.9K – – –
SWM
106
Spire Wealth Management
Virginia
$13.2K – – –
WT
107
Whittier Trust
California
$13.2K – – –
HI
108
Harbour Investments
Wisconsin
$11.8K – – –
KB
109
Kimelman & Baird
New York
$10.6K – – –
PMFA
110
Plante Moran Financial Advisors
Michigan
$9.34K – – –
William Blair & Company
111
William Blair & Company
Illinois
$8.48K +$697 +11 +9%
BL
112
Balentine LLC
Georgia
$7.69K – – –
FFA
113
Farther Finance Advisors
California
$6.9K – – –
FWP
114
FAS Wealth Partners
Kansas
$6.58K – – –
Simplex Trading
115
Simplex Trading
Illinois
$6K -$317 -5 -5%
US Bancorp
116
US Bancorp
Minnesota
$5K – – –
LWANC
117
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.94K – – –
TRCT
118
Tower Research Capital (TRC)
New York
$1.71K -$190 -3 -10%
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$646 +$443 +7 +233%
IAIM
120
International Assets Investment Management
Florida
$160 +$656K +10,360 +6,475%
FA
121
Fortis Advisors
Pennsylvania
– -$4.14M -68,942 Closed
SA
122
Sanctuary Advisors
Indiana
– -$1.96M -32,585 Closed
TCA
123
Transcend Capital Advisors
New Jersey
– -$793K -13,189 Closed
Bank of New York Mellon
124
Bank of New York Mellon
New York
– -$707K -11,768 Closed
Stifel Financial
125
Stifel Financial
Missouri
– -$562K -9,347 Closed
2 3 4
5
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KXI Hedge Fund Activity: Q3 2024 in Review

120 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2024, worth a combined $432M — down 22% from $554M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of KXI and 10 opened new positions — a net loss of 14 holders — while 45 trimmed existing stakes and 23 added.

The largest buyer was Fisher Asset Management, adding an estimated $18.9M. The largest seller was Bank of America, cutting an estimated $84.4M.

  • 120 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2024, down from 135 in Q2 2024.
  • Funds reported $432M of iShares Global Consumer Staples ETF stock for Q3 2024, down 22% quarter-over-quarter.
  • 10 funds opened new iShares Global Consumer Staples ETF positions in Q3 2024 and 24 closed out, a net change of -14 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q3 2024 was Fisher Asset Management, an estimated $18.9M added.
  • The largest iShares Global Consumer Staples ETF seller in Q3 2024 was Bank of America, an estimated $84.4M sold.

Based on aggregated 13F filings for Q3 2024.