iShares Global Consumer Staples ETF
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.
1.77% more ownership
Funds ownership: 62.92% → 64.69% (+1.8%)
2% more capital invested
Capital invested by funds: $550M → $564M (+$13.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 144 → 137 (-7)
39% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 18
46% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$41.8M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$3.63M |
| 3 |
EWM
Evermay Wealth Management
Arlington,
Virginia
|
+$1.61M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$680K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$628K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$18.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.77M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.01M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.74M |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$4.36M |
KXI Hedge Fund Activity: Q1 2024 in Review
137 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q1 2024, worth a combined $564M — up 2.5% from $550M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of KXI and 11 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 28 added.
The largest buyer was Fisher Asset Management, adding an estimated $41.8M. The largest seller was Morgan Stanley, cutting an estimated $18.4M.
- 137 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q1 2024, down from 144 in Q4 2023.
- Funds reported $564M of iShares Global Consumer Staples ETF stock for Q1 2024, up 2.5% quarter-over-quarter.
- 11 funds opened new iShares Global Consumer Staples ETF positions in Q1 2024 and 18 closed out, a net change of -7 holders.
- The largest iShares Global Consumer Staples ETF buyer in Q1 2024 was Fisher Asset Management, an estimated $41.8M added.
- The largest iShares Global Consumer Staples ETF seller in Q1 2024 was Morgan Stanley, an estimated $18.4M sold.
Based on aggregated 13F filings for Q1 2024.