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iShares Global Consumer Staples ETF
KXI

Overview Fund Activity

137 hedge funds and large institutions have $564M invested in iShares Global Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
28
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$42.7M
2
FAIM
Financial Advocates Investment Management
Washington
+$5.12M
3
EWM
Evermay Wealth Management
Virginia
+$1.64M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$694K
5
UBS Group
UBS Group
Switzerland
+$641K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.89M
3
Bank of America
Bank of America
North Carolina
-$5.12M
4
LPL Financial
LPL Financial
California
-$4.84M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$4.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
126
TruNorth Capital Management
Michigan
$6.9K +$6.9K +113 New
FFA
127
Farther Finance Advisors
California
$6.36K – – –
CP
128
Castleview Partners
Texas
$6.35K – – –
FWP
129
FAS Wealth Partners
Kansas
$6.1K -$976 -16 -14%
CAL
130
Capital Analysts LLC
Pennsylvania
$5K +$5K +84 New
LWANC
131
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.66K – – –
RIA
132
Realta Investment Advisors
Delaware
$3.36K +$3.36K +55 New
TRCT
133
Tower Research Capital (TRC)
New York
$2.26K +$549 +9 +32%
NFSG
134
Newbridge Financial Services Group
Florida
$2.08K – – –
SWS
135
SYSTM Wealth Solutions
Illinois
$2.03K -$14.5K -236 -88%
S
136
SignatureFD
Georgia
$1.22K -$2.2K -36 -64%
MFC
137
Morris Financial Concepts
South Carolina
$854 +$854 +14 New
Citadel Advisors
138
Citadel Advisors
Florida
– -$1.01M -16,995 Closed
CA
139
Calton & Associates
Florida
– -$753K -12,694 Closed
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
– -$355K -5,983 Closed
FA
141
FDx Advisors
Illinois
– -$252K -4,258 Closed
FTA
142
Financial & Tax Architects
Missouri
– -$233K -3,934 Closed
SW
143
SVB Wealth
Massachusetts
– -$230K -3,877 Closed
SFFS
144
Stonehage Fleming Financial Services
Jersey
– -$200K -3,368 Closed
EWA
145
EP Wealth Advisors
California
– -$107K -1,806 Closed
AT
146
Arlington Trust
Alabama
– -$29.6K -500 Closed
TWM
147
Tradition Wealth Management
Minnesota
– -$20K -335 Closed
ASN
148
Advisory Services Network
Georgia
– -$12.4K -209 Closed
CIA
149
Cape Investment Advisory
Georgia
– -$11.9K -200 Closed
Citigroup
150
Citigroup
New York
– -$9.78K -165 Closed
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