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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
Fisher Asset Management
1
Fisher Asset Management
Washington
$135M +$22.1M +363,072 +19%
BlackRock
2
BlackRock
New York
$94.5M -$1.64M -26,921 -2%
Bank of America
3
Bank of America
North Carolina
$83.8M -$5.79M -95,272 -6%
RBA
4
Richard Bernstein Advisors
New York
$50.2M -$2.21M -36,448 -4%
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.7M -$1.31M -21,549 -5%
Ameriprise
6
Ameriprise
Minnesota
$22.2M -$5.77M -95,006 -20%
Morgan Stanley
7
Morgan Stanley
New York
$19.4M -$180K -2,968 -0.9%
MIM
8
Morningstar Investment Management
Illinois
$10.6M +$512K +8,420 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.3M +$343K +5,648 +3%
UBS Group
10
UBS Group
Switzerland
$6.21M -$561K -9,228 -8%
MD
11
Money Design
Japan
$5.62M -$707K -11,642 -11%
LPL Financial
12
LPL Financial
California
$5.56M +$189K +3,108 +3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.46M -$486K -7,992 -8%
Jane Street
14
Jane Street
New York
$4.85M -$8.53M -140,382 -64%
Wells Fargo
15
Wells Fargo
California
$4.3M -$416K -6,850 -9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.29M -$221K -3,634 -5%
FA
17
Fortis Advisors
Pennsylvania
$4.14M -$3.28K -54 -0.1%
Creative Planning
18
Creative Planning
Kansas
$3.99M -$129K -2,118 -3%
IPAM
19
ICICI Prudential Asset Management
India
$3.88M – – –
Truist Financial
20
Truist Financial
North Carolina
$2.7M +$419K +6,898 +18%
CAM
21
Cresset Asset Management
Illinois
$2.39M +$2.41M +39,686 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.27M -$104K -1,706 -4%
AA
23
Axiom Advisory
California
$2.26M +$2.26M +37,264 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.16M +$283K +4,655 +15%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$2.05M -$233K -3,835 -10%
1
2 3 4 5

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.