KXI icon

iShares Global Consumer Staples ETF
KXI

Overview Fund Activity

142 hedge funds and large institutions have $625M invested in iShares Global Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-8
Holders Change %
-5.33%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
24
Reduced
54
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$49.5M
2
FTUS
Flow Traders U.S.
New York
$8.12M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.52M
5
MIM
Morningstar Investment Management
Illinois
$2.04M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$112M
2
Bank of America
Bank of America
North Carolina
$107M
3
RBA
Richard Bernstein Advisors
New York
$56.3M
4
Jane Street
Jane Street
New York
$3.56M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
126
Pathway Financial Advisers
Indiana
$8.66K +$8.66K +152 New
BL
127
Balentine LLC
Georgia
$6.68K – – –
Citigroup
128
Citigroup
New York
$6.28K – – –
FFA
129
Farther Finance Advisors
California
$5.99K – – –
CP
130
Castleview Partners
Texas
$5.93K – – –
FWP
131
FAS Wealth Partners
Kansas
$5.71K – – –
WWM
132
Wolff Wiese Magana
California
$4.97K -$11.1K -194 -69%
S
133
SignatureFD
Georgia
$4.51K -$12.4K -218 -73%
US Bancorp
134
US Bancorp
Minnesota
$4.34K – – –
GFPC
135
Global Financial Private Client
Florida
$3.5K – – –
TRCT
136
Tower Research Capital (TRC)
New York
$3.48K +$913 +16 +36%
LWANC
137
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.42K – – –
RIA
138
Realta Investment Advisors
Delaware
$3.37K – – –
RFA
139
Register Financial Advisors
Georgia
$2.23K +$2.23K +39 New
IFAM
140
Institutional & Family Asset Management
Colorado
$2.11K -$5.99K -105 -74%
NFSG
141
Newbridge Financial Services Group
Florida
$1.94K – – –
SFCL
142
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
CIM
143
Cambria Investment Management
California
– -$13.7M -223,296 Closed
FMP
144
Financial Management Professionals
Texas
– -$1.84M -30,129 Closed
EWA
145
EP Wealth Advisors
California
– -$303K -23,538 Closed
AI
146
Atria Investments
North Carolina
– -$1.21M -19,782 Closed
VAS
147
Vestmark Advisory Solutions
Massachusetts
– -$1.14M -18,550 Closed
LFASL
148
Lugano Financial Advisors SA (LFA)
Switzerland
– -$922K -15,062 Closed
CA
149
Calton & Associates
Florida
– -$823K -13,448 Closed
AC
150
ASB Consultores
Florida
– -$808K -13,207 Closed
3 4 5
6
7