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iShares Global Consumer Staples ETF
KXI

135 hedge funds and large institutions have $554M invested in iShares Global Consumer Staples ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

0.61% more ownership

Funds ownership: 64.69% → 65.3% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $564M → $554M (-$10.4M)

1% less funds holding

Funds holding: 137 → 135 (-2)

47% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 47

Holders
135
Holders Change
-2
Holders Change %
-1.46%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
25
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$22.1M
2
CAM
Cresset Asset Management
Illinois
+$2.41M
3
AA
Axiom Advisory
California
+$2.26M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.74M
5
IFG
Independent Financial Group
California
+$1.54M

Top Sellers

1
Jane Street
Jane Street
New York
-$8.53M
2
Bank of America
Bank of America
North Carolina
-$5.79M
3
Ameriprise
Ameriprise
Minnesota
-$5.77M
4
FAIM
Financial Advocates Investment Management
Washington
-$5.12M
5
RBA
Richard Bernstein Advisors
New York
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
126
FAS Wealth Partners
Kansas
$6.01K – – –
Simplex Trading
127
Simplex Trading
Illinois
$6K +$6.08K +100 New
US Bancorp
128
US Bancorp
Minnesota
$4.57K -$5.22K -86 -53%
LWANC
129
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.61K – – –
RIA
130
Realta Investment Advisors
Delaware
$3.31K – – –
NFSG
131
Newbridge Financial Services Group
Florida
$2.04K – – –
SWS
132
SYSTM Wealth Solutions
Illinois
$2.02K +$61 +1 +3%
TRCT
133
Tower Research Capital (TRC)
New York
$1.74K -$486 -8 -22%
S
134
SignatureFD
Georgia
$1.2K – – –
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$180 +$182 +3 New
FAIM
136
Financial Advocates Investment Management
Washington
– -$5.12M -60,646 Closed
PFS
137
Prospera Financial Services
Texas
– -$1.73M -28,401 Closed
CBFP
138
Cedar Brook Financial Partners
Ohio
– -$1.03M -16,810 Closed
BWM
139
Bulltick Wealth Management
Florida
– -$423K -6,936 Closed
GCP
140
GSA Capital Partners
United Kingdom
– -$325K -5,322 Closed
FA
141
Fiducient Advisors
Illinois
– -$265K -4,348 Closed
SPC
142
Sigma Planning Corp
Michigan
– -$222K -3,641 Closed
CVA
143
Central Valley Advisors
California
– -$222K -3,634 Closed
KAS
144
Kestra Advisory Services
Texas
– -$215K -3,515 Closed
PP
145
Patron Partners
Texas
– -$206K -3,377 Closed
MCM
146
MAI Capital Management
Ohio
– -$201K -3,291 Closed
MAWCM
147
Mine & Arao Wealth Creation & Management
California
– -$129K -2,107 Closed
BWM
148
BigSur Wealth Management
Florida
– -$97.6K -1,600 Closed
WA
149
Waverly Advisors
Alabama
– -$72.5K -1,188 Closed
RA
150
Rise Advisors
New York
– -$12.9K -211 Closed
3 4 5
6
7

KXI Hedge Fund Activity: Q2 2024 in Review

135 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q2 2024, worth a combined $554M — down 1.8% from $564M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KXI positions and 18 closed out — a net gain of 2 holders — while 25 added to existing stakes and 47 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $22.1M. The largest seller was Jane Street, cutting an estimated $8.53M.

  • 135 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q2 2024, down from 137 in Q1 2024.
  • Funds reported $554M of iShares Global Consumer Staples ETF stock for Q2 2024, down 1.8% quarter-over-quarter.
  • 20 funds opened new iShares Global Consumer Staples ETF positions in Q2 2024 and 18 closed out, a net change of +2 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q2 2024 was Fisher Asset Management, an estimated $22.1M added.
  • The largest iShares Global Consumer Staples ETF seller in Q2 2024 was Jane Street, an estimated $8.53M sold.

Based on aggregated 13F filings for Q2 2024.