iShares Global Consumer Staples ETF
120 hedge funds and large institutions have $432M invested in iShares Global Consumer Staples ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 24 closing their positions.
7.54% less ownership
Funds ownership: 65.3% → 57.76% (-7.5%)
11% less funds holding
Funds holding: 135 → 120 (-15)
22% less capital invested
Capital invested by funds: $554M → $432M (-$122M)
49% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 45
58% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 24
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$18.9M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
+$1.92M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$958K |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$939K |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$851K |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$84.4M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$52.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.63M |
| 5 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$4.14M |
KXI Hedge Fund Activity: Q3 2024 in Review
120 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2024, worth a combined $432M — down 22% from $554M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of KXI and 10 opened new positions — a net loss of 14 holders — while 45 trimmed existing stakes and 23 added.
The largest buyer was Fisher Asset Management, adding an estimated $18.9M. The largest seller was Bank of America, cutting an estimated $84.4M.
- 120 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2024, down from 135 in Q2 2024.
- Funds reported $432M of iShares Global Consumer Staples ETF stock for Q3 2024, down 22% quarter-over-quarter.
- 10 funds opened new iShares Global Consumer Staples ETF positions in Q3 2024 and 24 closed out, a net change of -14 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q3 2024 was Fisher Asset Management, an estimated $18.9M added.
- The largest iShares Global Consumer Staples ETF seller in Q3 2024 was Bank of America, an estimated $84.4M sold.
Based on aggregated 13F filings for Q3 2024.