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iShares Global Consumer Staples ETF (KXI) Institutional Ownership

iShares Global Consumer Staples ETF logo
$59.46 +0.43 (+0.73%)
As of 01/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Global Consumer Staples ETF (NYSEARCA:KXI)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$80.78M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$8.73M
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KXI Institutional Buying and Selling by Quarter

iShares Global Consumer Staples ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Avior Wealth Management LLC464$28K0.0%N/A0.003%
1/17/2025 Janney Montgomery Scott LLC3,544$214K0.0%+6.7%0.025%
1/15/2025 Financial & Tax Architects LLC7,488$451K0.1%+49.1%0.053%
12/26/2024JPMorgan Chase & Co.4,100$270K0.0%+153.1%0.029%
11/15/2024MML Investors Services LLC4,369$287K0.0%-49.4%0.031%
11/15/2024Jane Street Group LLC44,519$2.93M0.0%-44.8%0.312%
11/15/2024Integrated Wealth Concepts LLC3,641$239K0.0%-10.5%0.026%
11/15/2024HighTower Advisors LLC7,065$471K0.0%+4.0%0.050%
11/14/2024Flow Traders U.S. LLC28,311$1.86M0.1%+17.6%0.199%
11/13/2024BNP Paribas Financial Markets48,890$3.22M0.0%+43.5%0.343%
11/13/2024FMR LLC3,600$237K0.0%-18.3%0.025%
11/13/2024Fisher Asset Management LLC2,546,939$167.46M0.1%+13.2%17.873%
11/12/2024MGB Wealth Management LLC19,208$1.26M0.5%-4.9%0.135%
11/5/2024GSA Capital Partners LLP3,332$219K0.0%N/A0.023%
10/30/2024Madden Advisory Services Inc.3,168$208K0.1%N/A0.022%
10/28/2024Gladstone Institutional Advisory LLC28,107$1.85M0.1%-4.1%0.197%
10/25/2024Evermay Wealth Management LLC24,221$1.59M0.3%-8.4%0.170%
10/24/2024 Wealth Enhancement Advisory Services LLC4,155$273K0.0%-6.7%0.029%
10/23/2024Mirae Asset Global Investments Co. Ltd.13,430$885K0.0%N/A0.094%
10/22/2024 International Assets Investment Management LLC10,520$692K0.0%+6,475.0%0.074%
10/22/2024Private Advisor Group LLC4,654$306K0.0%+6.0%0.033%
10/18/2024Slow Capital Inc.28,408$1.87M0.3%+1.6%0.199%
10/18/2024Blue Trust Inc.1,000$60K0.0%+146.9%0.007%
10/16/2024McKinley Carter Wealth Services Inc.21,180$1.39M0.1%-10.6%0.149%
10/11/2024Creative Planning62,897$4.14M0.0%-5.2%0.441%
10/11/2024Patriot Investment Management Group Inc.14,931$982K0.1%-1.7%0.105%
10/9/2024Money Design Co. Ltd.85,197$5.60M0.3%-8.9%0.598%
10/8/2024Axiom Advisory LLC29,504$1.87M0.0%-20.8%0.207%
9/5/2024Sanctuary Advisors LLC32,585$1.96M0.0%N/A0.229%
8/22/2024Cetera Investment Advisers19,631$1.18M0.0%-3.3%0.138%
8/21/2024Truist Financial Corp44,929$2.70M0.0%+18.1%0.315%
8/16/2024Front Row Advisors LLC2,383$143K0.0%-14.8%0.017%
8/16/2024Creative Planning66,353$3.99M0.0%-3.1%0.466%
8/16/2024Susquehanna International Group LLP90,860$5.46M0.0%-8.1%0.638%
8/14/2024Bank of Montreal Can29,400$1.82M0.0%+3,575.0%0.206%
8/8/2024Envestnet Asset Management Inc.170,982$10.28M0.0%+3.4%1.200%
8/8/2024Morningstar Investment Management LLC176,434$10.61M1.1%+5.0%1.238%
8/6/2024Ellis Investment Partners LLC4,483$269K0.1%-3.6%0.031%
8/2/2024Founders Financial Securities LLC3,927$236K0.0%N/A0.028%
8/2/2024Evermay Wealth Management LLC26,433$1.59M0.3%-1.9%0.185%
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7/31/2024Aptus Capital Advisors LLC664$40K0.0%-28.4%0.005%
7/31/2024Commonwealth Equity Services LLC37,787$2.27M0.0%-4.3%0.265%
7/26/2024Signature Estate & Investment Advisors LLC15,975$960K0.0%N/A0.112%
7/26/2024Bank of New York Mellon Corp11,768$707K0.0%+3.8%0.083%
7/24/2024Family Firm Inc.1,300$78K0.0%N/A0.009%
7/24/2024Slow Capital Inc.27,954$1.68M0.3%-0.7%0.196%
7/22/2024Focus Financial Network Inc.6,226$388K0.0%-16.8%0.044%
7/17/2024SOA Wealth Advisors LLC.7,468$449K0.1%-3.8%0.052%
7/16/2024 Wealth Enhancement Advisory Services LLC4,452$268K0.0%+4.1%0.031%
7/15/2024Patriot Investment Management Group Inc.15,196$913K0.1%-5.9%0.107%
7/11/2024CX Institutional6,733$405K0.0%N/A0.047%
7/10/2024CWM LLC2,086$125K0.0%-13.4%0.015%
7/10/2024Financial Symmetry Inc3,900$234K0.2%N/A0.027%
7/2/2024Transcend Capital Advisors LLC13,189$793K0.1%-1.3%0.093%
5/24/2024Cetera Advisors LLC7,491$457K0.0%+35.4%0.053%
5/17/2024Comerica Bank3,959$242K0.0%-6.7%0.028%
5/16/2024Jane Street Group LLC220,989$13.49M0.0%-1.7%1.551%
5/14/2024Evermay Wealth Management LLC26,941$1.64M0.2%N/A0.189%
5/13/2024Bessemer Group Inc.18,584$1.13M0.0%-23.9%0.130%
5/10/2024Fiducient Advisors LLC4,348$265K0.1%N/A0.031%
5/9/2024Interchange Capital Partners LLC6,031$372K0.3%+14.6%0.042%
5/3/2024Patron Partners LLC3,377$206K0.1%-6.1%0.024%
5/2/2024Salomon & Ludwin LLC3,427$209K0.0%+2,125.3%0.024%
5/1/2024 Janney Montgomery Scott LLC6,285$384K0.0%+78.7%0.044%
5/1/2024BNP Paribas Financial Markets37,908$2.31M0.0%+6.4%0.266%
4/30/2024WealthBridge Capital Management LLC11,069$676K0.2%-1.8%0.078%
4/29/2024Commonwealth Equity Services LLC39,493$2.41M0.0%-2.6%0.277%
4/23/2024Raymond James Financial Services Advisors Inc.31,219$1.91M0.0%-24.5%0.219%
4/15/2024 Ehrlich Financial Group6,011$367K0.3%-19.4%0.042%
4/12/2024 Central Valley Advisors LLC3,634$222K0.1%N/A0.026%
4/5/2024CWM LLC2,410$147K0.0%+103.0%0.010%
3/5/2024Fisher Asset Management LLC1,186,560$70.35M0.0%+36.7%4.746%
2/28/2024EP Wealth Advisors LLC1,806$107K0.0%N/A0.007%
2/13/2024Morningstar Investment Management LLC168,014$9.96M1.1%+242.8%0.672%
2/12/2024Focus Financial Network Inc. ADV7,718$458K0.0%N/A0.031%
2/9/2024Gladstone Institutional Advisory LLC19,825$1.18M0.1%+16.9%0.079%
2/9/2024UBS Group AG101,966$6.05M0.0%-6.5%0.408%
2/7/2024McKinley Carter Wealth Services Inc.23,679$1.40M0.1%-11.6%0.095%
2/7/2024BNP Paribas Financial Markets35,635$2.11M0.0%+2.9%0.143%
2/7/2024Calton & Associates Inc.12,694$753K0.3%N/A0.051%
2/6/2024National Bank of Canada FI18,587$1.10M0.0%+2.1%0.074%
2/6/2024Fisher Asset Management LLC1,187,433$70.40M0.0%+36.8%4.750%
2/5/2024Transcend Capital Advisors LLC13,937$826K0.1%-10.3%0.056%
2/2/2024Truist Financial Corp40,062$2.38M0.0%+0.4%0.160%
2/2/2024Atria Wealth Solutions Inc.18,892$1.12M0.0%-15.1%0.076%
1/31/2024Wetzel Investment Advisors Inc.1,908$113K0.1%N/A0.008%
1/31/2024Slow Capital Inc.47,334$2.81M0.5%-2.9%0.189%
1/30/2024SVB Wealth LLC3,877$230K0.0%-15.8%0.016%
1/29/2024Money Design Co. Ltd.115,979$6.88M0.4%-9.6%0.464%
1/25/2024 International Assets Investment Management LLC9,486$562K0.0%N/A0.038%
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1/25/2024 Financial & Tax Architects LLC3,934$233K0.1%-10.1%0.016%
1/24/2024Arlington Trust Co LLC500$30K0.0%N/A0.002%
1/24/2024 International Assets Investment Management LLC9,486$562K0.0%N/A0.038%
1/19/2024Fifth Third Bancorp1,548$92K0.0%-50.0%0.006%
1/19/2024ICICI Prudential Asset Management Co Ltd64,710$3.84M0.4%+88.1%0.259%
1/18/2024Patron Partners LLC3,595$213K0.1%-10.5%0.014%
1/17/2024Patriot Investment Management Group Inc.16,445$975K0.1%-2.5%0.066%
1/16/2024Raymond James Financial Services Advisors Inc.41,329$2.45M0.0%+2.6%0.165%
1/12/2024Cedar Brook Financial Partners LLC16,705$993K0.2%+18.0%0.067%
1/9/2024Interchange Capital Partners LLC5,262$342K0.3%-61.7%0.021%
(Data available from 1/1/2016 forward)

KXI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KXI shares?

During the previous two years, 120 institutional investors and hedge funds held shares of iShares Global Consumer Staples ETF. The most heavily invested institutionals were Bank of America Corp DE ($343.28M), Fisher Asset Management LLC ($167.46M), Ameriprise Financial Inc. ($119.94M), Richard Bernstein Advisors LLC ($56.31M), Cambria Investment Management L.P. ($13.66M), Morningstar Investment Management LLC ($10.61M), and LPL Financial LLC ($10.53M).Learn more on KXI's institutional investors.

Which institutional investors have been buying iShares Global Consumer Staples ETF stock?

Of the 86 institutional investors that purchased iShares Global Consumer Staples ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($2.20M), Fisher Asset Management LLC ($935.70K), Envestnet Asset Management Inc. ($248.31K), Richard Bernstein Advisors LLC ($227.22K), Cambria Investment Management L.P. ($223.30K), ICICI Prudential Asset Management Co Ltd ($134.91K), and Morningstar Investment Management LLC ($127.43K).

How much institutional buying is happening at iShares Global Consumer Staples ETF?

Institutional investors have bought a total of 4,930,685 shares in the last 24 months. This purchase volume represents approximately $297.66M in transactions.

Which iShares Global Consumer Staples ETF major shareholders have been selling company stock?

Of the 67 institutional investors that sold iShares Global Consumer Staples ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Richard Bernstein Advisors LLC ($2.49M), Pictet Asset Management SA ($587.72K), Envestnet Asset Management Inc. ($342.77K), Money Design Co. Ltd. ($177.25K), Bank of Montreal Can ($113.72K), Bessemer Group Inc. ($112.78K), and ICICI Prudential Asset Management Co Ltd ($79.49K).

How much institutional selling is happening at iShares Global Consumer Staples ETF?

Institutional investors have sold a total of 4,383,349 shares in the last 24 months. This volume of shares sold represents approximately $256.09M in transactions.



This page (NYSEARCA:KXI) was last updated on 1/21/2025 by MarketBeat.com Staff
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