iShares Global Consumer Staples ETF
144 hedge funds and large institutions have $532M 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.
20.71% more ownership
Funds ownership: 40.06% → 60.77% (+21%)
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)
15% less capital invested
Capital invested by funds: $625M → $532M (-$93.5M)
43% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$18.3M |
| 2 |
Jane Street
New York
|
+$9.36M |
| 3 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$7.61M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.49M |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$5.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$38.8M |
| 2 |
Bank of America
Charlotte,
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
Toronto,
Ontario, Canada
|
-$3.33M |
KXI Hedge Fund Activity: Q4 2023 in Review
144 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q4 2023, worth a combined $532M — down 15% 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 Fisher Asset Management, adding an estimated $18.3M. 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 $532M of iShares Global Consumer Staples ETF stock for Q4 2023, down 15% 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 Fisher Asset Management, an estimated $18.3M 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.