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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
BlackRock
1
BlackRock
New York
$54.7M -$2.25M -12,476 -4%
Morgan Stanley
2
Morgan Stanley
New York
$11.6M +$52.3K +290 +0.5%
PCH
3
PGIM Custom Harvest
New Jersey
$6.97M -$711K -3,943 -9%
GS
4
GTS Securities
New York
$3.93M -$778K -4,311 -17%
Wells Fargo
5
Wells Fargo
California
$3.14M +$209K +1,160 +7%
Bank of America
6
Bank of America
North Carolina
$3.03M -$1.37M -7,590 -32%
Jane Street
7
Jane Street
New York
$2.95M -$8M -44,335 -73%
SC
8
Slow Capital
California
$2.69M -$47.1K -261 -2%
CAM
9
Cresset Asset Management
Illinois
$2.21M -$368K -2,040 -15%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.11M -$278K -1,540 -12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.77M -$79.2K -439 -4%
JP Morgan Chase
12
JP Morgan Chase
New York
$1.55M +$501K +2,775 +49%
Citadel Advisors
13
Citadel Advisors
Florida
$1.34M -$272K -1,507 -17%
QCM
14
Quantinno Capital Management
New York
$1.19M +$44.9K +249 +4%
SC
15
Scotia Capital
Ontario, Canada
$1.17M +$22.7K +126 +2%
FRA
16
Frank Rimerman Advisors
California
$1.14M -$19.1K -106 -2%
Raymond James Financial
17
Raymond James Financial
Florida
$947K +$926K +5,135 New
OCPWS
18
One Charles Private Wealth Services
Massachusetts
$942K -$2.17K -12 -0.2%
AP
19
Advisors Preferred
Maryland
$920K +$910K +5,042 New
SEIA
20
Signature Estate & Investment Advisors
California
$884K +$1.26K +7 +0.1%
LPL Financial
21
LPL Financial
California
$878K -$27.8K -154 -3%
LWM
22
Laidlaw Wealth Management
New York
$758K -$1.26K -7 -0.2%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$758K +$742K +4,113 New
BWM
24
Bulltick Wealth Management
Florida
$649K +$153K +848 +32%
Bessemer Group
25
Bessemer Group
New Jersey
$623K +$11.7K +65 +2%

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.