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iShares Global Consumer Discretionary ETF

70 hedge funds and large institutions have $117M invested in iShares Global Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% less funds holding

Funds holding: 7170 (-1)

8% less ownership

Funds ownership: 51.89%43.89% (-8%)

9% less capital invested

Capital invested by funds: $129M → $117M (-$11.6M)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
MAI Capital Management
Ohio
$115K +$112K +622 New
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$105K +$2.71K +15 +3%
Osaic Holdings
53
Osaic Holdings
Arizona
$92.2K -$1.03M -5,710 -92%
CFD
54
Creative Financial Designs
Indiana
$80.4K +$361 +2 +0.5%
TWC
55
TD Waterhouse Canada
Ontario, Canada
$78.3K
NA
56
NewEdge Advisors
Louisiana
$71.9K -$9.02K -50 -11%
Barclays
57
Barclays
United Kingdom
$63.4K
Fidelity Investments
58
Fidelity Investments
Massachusetts
$43.7K +$4.15K +23 +11%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$39.3K
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$24.1K -$517K -2,865 -96%
RFA
61
Register Financial Advisors
Georgia
$21.7K
LWANC
62
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.4K
WSFS
63
Wilmington Savings Fund Society
Delaware
$18.4K
AssetMark Inc
64
AssetMark Inc
California
$17.9K
ACA
65
Aptus Capital Advisors
Alabama
$14.9K +$14.6K +81 New
KWAG
66
Kiely Wealth Advisory Group
North Carolina
$8.61K
US Bancorp
67
US Bancorp
Minnesota
$7.37K
LFA
68
LGT Financial Advisors
Texas
$4.24K
CPBTD
69
Central Pacific Bank - Trust Division
Hawaii
$3.69K
SS
70
SBI Securities
Japan
$922 +$902 +5 New
FTUS
71
Flow Traders U.S.
New York
-$2.17M -12,200 Closed
GIA
72
Gladstone Institutional Advisory
Florida
-$352K -1,982 Closed
SB
73
Sunflower Bank
Texas
-$254K -1,434 Closed
SFCL
74
Strengthening Families & Communities LLC
Massachusetts
-$96.6K -544 Closed
TCM
75
TD Capital Management
Tennessee
-$23.6K -133 Closed

RXI Hedge Fund Activity: Q4 2024 in Review

70 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Discretionary ETF (RXI) for Q4 2024, worth a combined $117M — down 9% from $129M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RXI positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 25 trimmed.

The largest buyer was Advisors Preferred, opening a new position worth an estimated $910K. The largest seller was Jane Street, cutting an estimated $8M.

  • 70 institutional investors held iShares Global Consumer Discretionary ETF (RXI) as of Q4 2024, down from 71 in Q3 2024.
  • Funds reported $117M of iShares Global Consumer Discretionary ETF stock for Q4 2024, down 9% quarter-over-quarter.
  • 8 funds opened new iShares Global Consumer Discretionary ETF positions in Q4 2024 and 7 closed out, a net change of +1 holder.
  • The largest iShares Global Consumer Discretionary ETF buyer in Q4 2024 was Advisors Preferred, an estimated $910K added.
  • The largest iShares Global Consumer Discretionary ETF seller in Q4 2024 was Jane Street, an estimated $8M sold.

Based on aggregated 13F filings for Q4 2024.