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iShares Global Consumer Staples ETF

125 hedge funds and large institutions have $612M invested in iShares Global Consumer Staples ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $580M → $612M (+$31.8M)

1.07% more ownership

Funds ownership: 68.05%69.12% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

4% less funds holding

Funds holding: 130125 (-5)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
125
Holders Change
-5
Holders Change %
-3.85%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
33
Reduced
35
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
101
Global Trust Asset Management
Florida
$12.9K -$972 -15 -7%
NS
102
NBC Securities
Alabama
$12.9K
AIC
103
Archer Investment Corporation
Indiana
$12.8K -$7.58K -117 -37%
SIS
104
Sound Income Strategies
Florida
$12.4K +$12K +185 New
HI
105
Harbour Investments
Wisconsin
$12K -$7.32K -113 -38%
SAG
106
SageView Advisory Group
California
$12K +$12.1K +186 New
AC
107
AlphaCore Capital
California
$12K +$12K +185 New
TFA
108
Transamerica Financial Advisors
Florida
$11.5K +$11.5K +178 New
NFSG
109
Newbridge Financial Services Group
Florida
$11.3K +$130 +2 +1%
IAIM
110
International Assets Investment Management
Florida
$10.3K +$10.4K +160 New
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$9.88K +$130 +2 +1%
PMFA
112
Plante Moran Financial Advisors
Michigan
$9.18K
BL
113
Balentine LLC
Georgia
$7.56K
RIAS
114
Rachor Investment Advisory Services
Michigan
$7.43K +$7.45K +115 New
AT
115
Arlington Trust
Alabama
$6.46K
FWP
116
FAS Wealth Partners
Kansas
$6.46K
NA
117
NewEdge Advisors
Louisiana
$6.4K
US Bancorp
118
US Bancorp
Minnesota
$4.91K
LWANC
119
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.88K +$3.89K +60 New
QWM
120
Quaker Wealth Management
New Jersey
$3.69K +$3.69K +57 New
BTI
121
Blue Trust Inc
Georgia
$3.23K -$2.53K -39 -44%
RFP
122
Root Financial Partners
California
$2.52K -$2.53K -39 -50%
TCOT
123
Trust Company of Toledo
Ohio
$1.49K
RF
124
Rossby Financial
Florida
$259
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$194 -$842 -13 -81%

KXI Hedge Fund Activity: Q4 2025 in Review

125 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2025, worth a combined $612M — up 5.5% from $580M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KXI and 19 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 33 added.

The largest buyer was Fisher Asset Management, adding an estimated $51.4M. The largest seller was LPL Financial, cutting an estimated $15.9M.

  • 125 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2025, down from 130 in Q3 2025.
  • Funds reported $612M of iShares Global Consumer Staples ETF stock for Q4 2025, up 5.5% quarter-over-quarter.
  • 19 funds opened new iShares Global Consumer Staples ETF positions in Q4 2025 and 23 closed out, a net change of -4 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q4 2025 was Fisher Asset Management, an estimated $51.4M added.
  • The largest iShares Global Consumer Staples ETF seller in Q4 2025 was LPL Financial, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2025.