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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
SS
101
Sunbelt Securities
Texas
$14.2K -$6.31K -100 -30%
SWM
102
Spire Wealth Management
Virginia
$12.1K
WT
103
Whittier Trust
California
$12.1K
SIM
104
Synergy Investment Management
Florida
$12.1K +$12.6K +200 New
HI
105
Harbour Investments
Wisconsin
$11K +$189 +3 +2%
NFSG
106
Newbridge Financial Services Group
Florida
$10.4K +$10.8K +172 New
KB
107
Kimelman & Baird
New York
$9.71K
PMFA
108
Plante Moran Financial Advisors
Michigan
$8.56K
SAM
109
Synergy Asset Management
Washington
$8.09K +$7.76K +123 New
BL
110
Balentine LLC
Georgia
$7.05K
PS
111
Principal Securities
Iowa
$6.33K -$10.1K -160 -60%
FFA
112
Farther Finance Advisors
California
$6.33K
FWP
113
FAS Wealth Partners
Kansas
$6.03K
NA
114
NewEdge Advisors
Louisiana
$5.97K +$6.25K +99 New
Simplex Trading
115
Simplex Trading
Illinois
$5K
US Bancorp
116
US Bancorp
Minnesota
$4.58K
LWANC
117
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.62K
BTI
118
Blue Trust Inc
Georgia
$3.02K -$59.9K -950 -95%
YDMI
119
Y.D. More Investments
Israel
$3.02K -$10.2K -161 -76%
TRCT
120
Tower Research Capital (TRC)
New York
$1.57K
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$603
KWM
122
Kiker Wealth Management
Georgia
$603 +$631 +10 New
LJAC
123
L.J. Altfest & Co
New York
-$2M -30,355 Closed
AWS
124
Atria Wealth Solutions
New York
-$748K -11,372 Closed
IAIM
125
International Assets Investment Management
Florida
-$160 -10,520 Closed

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.