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iShares Global Consumer Staples ETF
KXI

144 hedge funds and large institutions have $550M invested in iShares Global Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

22.86% more ownership

Funds ownership: 40.06% → 62.92% (+23%)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 142 → 144 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12% less capital invested

Capital invested by funds: $625M → $550M (-$74.7M)

43% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 54

Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
31
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$20.5M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$18.3M
3
Jane Street
Jane Street
New York
+$9.36M
4
MIM
Morningstar Investment Management
Illinois
+$7.61M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.49M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$38.8M
2
Bank of America
Bank of America
North Carolina
-$17.9M
3
FTUS
Flow Traders U.S.
New York
-$8.12M
4
RBA
Richard Bernstein Advisors
New York
-$5.06M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
126
Citigroup
New York
$9.78K +$3.17K +55 +50%
HI
127
Harbour Investments
Wisconsin
$9.66K – – –
PFA
128
Pathway Financial Advisers
Indiana
$8.99K – – –
SL
129
Salomon & Ludwin
Virginia
$8.79K – – –
PMFA
130
Plante Moran Financial Advisors
Michigan
$8.42K -$6.68K -116 -45%
William Blair & Company
131
William Blair & Company
Illinois
$6.94K -$7.14K -124 -51%
BL
132
Balentine LLC
Georgia
$6.94K – – –
FWP
133
FAS Wealth Partners
Kansas
$6.88K +$921 +16 +16%
FFA
134
Farther Finance Advisors
California
$6.22K – – –
CP
135
Castleview Partners
Texas
$6.17K – – –
HR
136
Howe & Rusling
New York
$4.74K +$4.61K +80 New
US Bancorp
137
US Bancorp
Minnesota
$4.51K – – –
GFPC
138
Global Financial Private Client
Florida
$3.68K – – –
LWANC
139
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.56K – – –
S
140
SignatureFD
Georgia
$3.32K -$1.32K -23 -29%
RFA
141
Register Financial Advisors
Georgia
$2.36K +$58 +1 +3%
NFSG
142
Newbridge Financial Services Group
Florida
$2.02K – – –
TRCT
143
Tower Research Capital (TRC)
New York
$1.66K -$1.9K -33 -54%
TF
144
Tompkins Financial
New York
$593 +$576 +10 New
FTUS
145
Flow Traders U.S.
New York
– -$8.12M -142,351 Closed
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
– -$1.07M -18,701 Closed
OMC
147
Old Mission Capital
Illinois
– -$924K -16,192 Closed
Pictet Asset Management
148
Pictet Asset Management
Switzerland
– -$827K -14,500 Closed
Baird Financial Group
149
Baird Financial Group
Wisconsin
– -$762K -13,359 Closed
SSWM
150
Sheets Smith Wealth Management
North Carolina
– -$707K -12,388 Closed
3 4 5
6
7

KXI Hedge Fund Activity: Q4 2023 in Review

144 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2023, worth a combined $550M — down 12% from $625M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KXI positions and 16 closed out — a net gain of 3 holders — while 31 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.5M. The largest seller was BlackRock, cutting an estimated $38.8M.

  • 144 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2023, up from 142 in Q3 2023.
  • Funds reported $550M of iShares Global Consumer Staples ETF stock for Q4 2023, down 12% quarter-over-quarter.
  • 19 funds opened new iShares Global Consumer Staples ETF positions in Q4 2023 and 16 closed out, a net change of +3 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q4 2023 was Morgan Stanley, an estimated $20.5M added.
  • The largest iShares Global Consumer Staples ETF seller in Q4 2023 was BlackRock, an estimated $38.8M sold.

Based on aggregated 13F filings for Q4 2023.