iShares Global Consumer Staples ETF
122 hedge funds and large institutions have $417M invested in iShares Global Consumer Staples ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
2.71% more ownership
Funds ownership: 57.76% → 60.48% (+2.7%)
2% more funds holding
Funds holding: 120 → 122 (+2)
3% less capital invested
Capital invested by funds: $432M → $417M (-$14.5M)
16% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$17M |
| 2 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$5.07M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.4M |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$3.36M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.3M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
-$2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.66M |
| 4 |
EWM
Evermay Wealth Management
Arlington,
Virginia
|
-$1.51M |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
-$1.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
126
Arrien Investments
Boise,
Idaho
| – | -$484K | -7,357 | Closed |
|
127
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$273K | -4,155 | Closed |
|
|
FS
128
Financial Symmetry
Raleigh,
North Carolina
| – | -$256K | -3,900 | Closed |
|
129
Citigroup
New York
| – | -$232K | -3,525 | Closed |
|
|
CVA
130
Central Valley Advisors
Sacramento,
California
| – | -$217K | -3,307 | Closed |
|
|
MAS
131
Madden Advisory Services
Jacksonville,
Florida
| – | -$208K | -3,168 | Closed |
|
|
NS
132
NBC Securities
Birmingham,
Alabama
| – | -$21K | -322 | Closed |
|
133
William Blair & Company
Chicago,
Illinois
| – | -$8.48K | -129 | Closed |
|
KXI Hedge Fund Activity: Q4 2024 in Review
122 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2024, worth a combined $417M — down 3.4% from $432M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new KXI positions and 11 closed out — a net gain of 5 holders — while 32 added to existing stakes and 38 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $17M. The largest seller was Jane Street, cutting an estimated $2.3M.
- 122 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q4 2024, up from 120 in Q3 2024.
- Funds reported $417M of iShares Global Consumer Staples ETF stock for Q4 2024, down 3.4% quarter-over-quarter.
- 16 funds opened new iShares Global Consumer Staples ETF positions in Q4 2024 and 11 closed out, a net change of +5 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q4 2024 was Fisher Asset Management, an estimated $17M added.
- The largest iShares Global Consumer Staples ETF seller in Q4 2024 was Jane Street, an estimated $2.3M sold.
Based on aggregated 13F filings for Q4 2024.