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iShares Global Consumer Discretionary ETF
RXI

68 hedge funds and large institutions have $156M invested in iShares Global Consumer Discretionary ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

10% more funds holding

Funds holding: 62 → 68 (+6)

9.24% more ownership

Funds ownership: 48.68% → 57.92% (+9.2%)

16% less capital invested

Capital invested by funds: $186M → $156M (-$30.5M)

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$14.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.78M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.76M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.34M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
-$41.3M
2
Morgan Stanley
Morgan Stanley
New York
-$7.65M
3
BlackRock
BlackRock
New York
-$4.32M
4
PCH
PGIM Custom Harvest
New Jersey
-$1,000K
5
Bessemer Group
Bessemer Group
New Jersey
-$710K
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
26
Advisors Preferred
Maryland
$714K +$689K +4,289 New
WSTAM
27
Wilbanks Smith & Thomas Asset Management
Virginia
$672K -$515K -3,209 -45%
Cerity Partners
28
Cerity Partners
New York
$661K -$10.1K -63 -2%
Fisher Asset Management
29
Fisher Asset Management
Washington
$617K -$14.4K -90 -2%
Bessemer Group
30
Bessemer Group
New Jersey
$556K -$710K -4,425 -57%
JP Morgan Chase
31
JP Morgan Chase
New York
$540K -$12.5K -78 -2%
UBS Group
32
UBS Group
Switzerland
$369K -$260K -1,619 -42%
IWC
33
Integrated Wealth Concepts
Massachusetts
$346K +$34.5K +215 +12%
GIA
34
Gladstone Institutional Advisory
Florida
$326K +$311K +1,940 New
FRA
35
Front Row Advisors
California
$309K – – –
FPCP
36
Fort Point Capital Partners
California
$290K -$77.1K -480 -22%
JEST
37
JTC Employer Solutions Trustee
Jersey
$254K – – –
WTC
38
WhitTier Trust Company
Nevada
$252K – – –
CWA
39
Continuum Wealth Advisors
New York
$247K -$63.6K -396 -21%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$242K -$3.21K -20 -1%
SB
41
Sunflower Bank
Texas
$241K -$269K -1,675 -54%
PIMG
42
Patriot Investment Management Group
Tennessee
$218K -$144K -895 -41%
FAM
43
Family Asset Management
South Carolina
$214K +$161 +1 +0.1%
MML Investors Services
44
MML Investors Services
Massachusetts
$211K +$202K +1,257 New
HighTower Advisors
45
HighTower Advisors
Illinois
$207K +$196K +1,221 New
GT
46
Greenleaf Trust
Michigan
$206K +$197K +1,226 New
VCP
47
Vista Capital Partners
Oregon
$204K +$195K +1,214 New
NA
48
NewEdge Advisors
Louisiana
$175K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$143K – – –
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$111K +$963 +6 +0.9%
1
2
3

RXI Hedge Fund Activity: Q1 2024 in Review

68 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Discretionary ETF (RXI) for Q1 2024, worth a combined $156M — down 16% from $186M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RXI positions and 4 closed out — a net gain of 7 holders — while 15 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $14.7M. The largest seller was Phoenix Financial, cutting an estimated $41.3M.

  • 68 institutional investors held iShares Global Consumer Discretionary ETF (RXI) as of Q1 2024, up from 62 in Q4 2023.
  • Funds reported $156M of iShares Global Consumer Discretionary ETF stock for Q1 2024, down 16% quarter-over-quarter.
  • 11 funds opened new iShares Global Consumer Discretionary ETF positions in Q1 2024 and 4 closed out, a net change of +7 holders.
  • The largest iShares Global Consumer Discretionary ETF buyer in Q1 2024 was Jane Street, an estimated $14.7M added.
  • The largest iShares Global Consumer Discretionary ETF seller in Q1 2024 was Phoenix Financial, an estimated $41.3M sold.

Based on aggregated 13F filings for Q1 2024.