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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.

New
Increased
Maintained
Reduced
Closed

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: 120122 (+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

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
32
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$170M +$17M +269,798 +11%
BlackRock
2
BlackRock
New York
$93.1M +$1.37M +21,731 +1%
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.9M +$3.36M +53,303 +13%
Morgan Stanley
4
Morgan Stanley
New York
$18.9M +$533K +8,450 +3%
MIM
5
Morningstar Investment Management
Illinois
$15.5M +$5.07M +80,425 +46%
UBS Group
6
UBS Group
Switzerland
$5.55M -$1.66M -26,254 -22%
LPL Financial
7
LPL Financial
California
$5.15M -$315K -4,987 -6%
MD
8
Money Design
Japan
$4.74M -$405K -6,419 -8%
Citadel Advisors
9
Citadel Advisors
Florida
$4.2M +$4.4M +69,698 New
FTUS
10
Flow Traders U.S.
New York
$3.98M +$2.38M +37,675 +133%
IPAM
11
ICICI Prudential Asset Management
India
$3.9M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.74M -$269K -4,269 -6%
Wells Fargo
13
Wells Fargo
California
$3.68M -$293K -4,638 -7%
Creative Planning
14
Creative Planning
Kansas
$3.61M -$187K -2,966 -5%
Bank of America
15
Bank of America
North Carolina
$3.32M -$421K -6,671 -11%
Truist Financial
16
Truist Financial
North Carolina
$3.23M +$214K +3,396 +7%
Goldman Sachs
17
Goldman Sachs
New York
$3.14M +$1.31M +20,737 +66%
Ameriprise
18
Ameriprise
Minnesota
$2.95M -$13.9K -221 -0.4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.83M -$857K -13,590 -22%
Raymond James Financial
20
Raymond James Financial
Florida
$2.51M +$2.63M +41,658 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.24M +$75.9K +1,203 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.11M +$22.6K +358 +1%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$1.99M -$999K -15,842 -32%
GIA
24
Gladstone Institutional Advisory
Florida
$1.74M +$47.2K +748 +3%
SC
25
Slow Capital
California
$1.68M -$35.2K -558 -2%

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.