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iShares Global Consumer Staples ETF (KXI) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$110.16M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$226.82M
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KXI Institutional Buying and Selling by Quarter

iShares Global Consumer Staples ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Interchange Capital Partners LLC6,031$372K0.3%+14.6%0.042%
5/3/2024 Patron Partners LLC3,377$206K0.1%-6.1%0.024%
5/2/2024 Salomon & Ludwin LLC3,427$209K0.0%+2,125.3%0.024%
5/1/2024 Janney Montgomery Scott LLC6,285$384K0.0%+78.7%0.044%
5/1/2024 BNP Paribas Financial Markets37,908$2.31M0.0%+6.4%0.266%
4/30/2024 WealthBridge Capital Management LLC11,069$676K0.2%-1.8%0.078%
4/29/2024Commonwealth Equity Services LLC39,493$2.41M0.0%-2.6%0.277%
4/23/2024 Raymond 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%
4/5/2024 CWM LLC2,410$147K0.0%+103.0%0.010%
3/5/2024 Fisher 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%
2/7/2024 McKinley Carter Wealth Services Inc.23,679$1.40M0.1%-11.6%0.095%
2/7/2024 BNP Paribas Financial Markets35,635$2.11M0.0%+2.9%0.143%
2/7/2024 Calton & Associates Inc.12,694$753K0.3%N/A0.051%
2/6/2024National Bank of Canada FI18,587$1.10M0.0%+2.1%0.074%
2/6/2024 Fisher Asset Management LLC1,187,433$70.40M0.0%+36.8%4.750%
2/5/2024 Transcend 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%
1/31/2024 Wetzel Investment Advisors Inc.1,908$113K0.1%N/A0.008%
1/31/2024 Slow Capital Inc.47,334$2.81M0.5%-2.9%0.189%
1/30/2024SVB Wealth LLC3,877$230K0.0%-15.8%0.016%
1/29/2024 Money 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%
1/25/2024 Financial & Tax Architects LLC3,934$233K0.1%-10.1%0.016%
1/24/2024 Arlington Trust Co LLC500$30K0.0%N/A0.002%
1/24/2024 International Assets Investment Management LLC9,486$562K0.0%N/A0.038%
1/19/2024 Fifth Third Bancorp1,548$92K0.0%-50.0%0.006%
1/19/2024 ICICI Prudential Asset Management Co Ltd64,710$3.84M0.4%+88.1%0.259%
1/18/2024 Patron Partners LLC3,595$213K0.1%-10.5%0.014%
1/17/2024 Patriot Investment Management Group Inc.16,445$975K0.1%-2.5%0.066%
1/16/2024 Raymond James Financial Services Advisors Inc.41,329$2.45M0.0%+2.6%0.165%
1/12/2024 Cedar Brook Financial Partners LLC16,705$993K0.2%+18.0%0.067%
1/9/2024 Interchange Capital Partners LLC5,262$342K0.3%-61.7%0.021%
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1/2/2024Anchor Investment Management LLC1,465$87K0.0%N/A0.006%
11/14/2023 Richard Bernstein Advisors LLC986,883$56.31M0.9%-71.6%3.948%
11/13/2023LPL Financial LLC184,452$10.53M0.0%+20.4%0.738%
11/13/2023 Madden Advisory Services Inc.3,875$221K0.1%-7.6%0.016%
11/13/2023Envestnet Asset Management Inc.189,433$10.81M0.0%-64.4%0.758%
11/13/2023PNC Financial Services Group Inc.454$26K0.0%+189.2%0.002%
11/9/2023UBS Group AG109,108$6.23M0.0%-9.3%0.436%
11/8/2023Aptus Capital Advisors LLC664$38K0.0%N/A0.003%
11/8/2023 Janney Montgomery Scott LLC8,016$457K0.0%-57.0%0.032%
11/8/2023Atria Wealth Solutions Inc.22,257$1.27M0.0%+12.6%0.089%
11/8/2023 WealthBridge Capital Management LLC11,909$680K0.3%+3.7%0.048%
11/8/2023J.P. Morgan Private Wealth Advisors LLC10,361$591K0.0%-68.5%0.041%
11/7/2023 Patron Partners LLC4,019$229K0.2%-65.6%0.016%
11/6/2023 Sigma Planning Corp4,344$248K0.0%-29.4%0.017%
11/3/2023 ICICI Prudential Asset Management Co Ltd34,410$1.96M0.3%-67.1%0.138%
11/2/2023 Venturi Wealth Management LLC768$44K0.0%-77.6%0.003%
11/2/2023 FDx Advisors Inc.4,571$261K0.0%-66.3%0.018%
11/1/2023 Ellis Investment Partners LLC4,284$244K0.1%-6.5%0.017%
10/30/2023 Darrow Company Inc.4,069$232K0.2%-6.0%0.016%
10/30/2023 Money Design Co. Ltd.128,333$7.32M0.4%-24.8%0.513%
10/24/2023 Bank of New York Mellon Corp13,732$784K0.0%-69.9%0.055%
10/24/2023 Raymond James Financial Services Advisors Inc.40,296$2.30M0.0%+13.4%0.161%
10/23/2023SVB Wealth LLC4,605$263K0.0%-76.2%0.018%
10/23/2023Commonwealth Equity Services LLC41,273$2.36M0.0%+4.7%0.165%
10/20/2023 Slow Capital Inc.48,754$2.78M0.5%-11.4%0.195%
10/11/2023 Ronald Blue Trust Inc.1,352$83K0.0%+210.8%0.005%
10/11/2023 CWM LLC1,311$75K0.0%+123.7%0.005%
8/11/2023 Richard Bernstein Advisors LLC3,479,352$212.90M4.5%+2.1%13.917%
8/10/2023Bessemer Group Inc.39,979$2.45M0.0%-2.4%0.160%
8/10/2023Commonwealth Equity Services LLC39,420$2.41M0.0%-7.2%0.158%
8/10/2023 Cary Street Partners Asset Management LLC9,378$574K0.1%N/A0.038%
8/10/2023Stonehage Fleming Financial Services Holdings Ltd3,368$206K0.0%N/A0.013%
8/10/2023Cetera Advisors LLC15,440$945K0.0%+17.4%0.062%
8/10/2023Cambria Investment Management L.P.223,296$13.66M1.1%N/A0.893%
8/10/2023Cetera Advisor Networks LLC17,033$1.04M0.0%+7.4%0.068%
8/9/2023 BNP Paribas Arbitrage SNC39,049$2.39M0.0%+78.8%0.156%
8/9/2023 Altfest L J & Co. Inc.4,105$251K0.0%-5.3%0.016%
8/8/2023 Fisher Asset Management LLC32,518$1.99M0.0%-1.6%0.130%
8/8/2023 Interchange Capital Partners LLC13,905$851K0.6%-6.8%0.056%
8/8/2023Prospera Financial Services Inc30,330$1.86M0.1%N/A0.121%
8/7/2023 TrinityPoint Wealth LLC5,817$356K0.1%+11.0%0.023%
8/4/2023Envestnet Asset Management Inc.532,200$32.57M0.0%+10.9%2.129%
8/4/2023Atria Investments Inc19,782$1.21M0.0%-4.6%0.079%
8/3/2023Atria Wealth Solutions Inc.19,769$1.21M0.0%+208.4%0.079%
8/3/2023 Bank of New York Mellon Corp45,597$2.79M0.0%+26.5%0.182%
8/3/2023 McKinley Carter Wealth Services Inc.26,960$1.65M0.1%-3.1%0.108%
8/2/2023Bank of Montreal Can800$50K0.0%N/A0.003%
8/2/2023 Sigma Planning Corp6,153$377K0.0%-17.6%0.025%
8/1/2023Truist Financial Corp38,007$2.33M0.0%+19.1%0.152%
8/1/2023 WealthBridge Capital Management LLC11,489$703K0.3%-3.5%0.046%
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7/31/2023LPL Financial LLC153,226$9.38M0.0%+4.0%0.613%
7/28/2023First Republic Investment Management Inc.32,863$2.01M0.0%-4.0%0.131%
7/28/2023 Money Design Co. Ltd.170,719$10.45M0.6%-20.3%0.683%
7/26/2023 Janney Montgomery Scott LLC18,657$1.14M0.0%-4.1%0.075%
7/26/2023National Bank of Canada FI18,337$1.12M0.0%+5.5%0.073%
7/25/2023 Raymond James Financial Services Advisors Inc.35,530$2.17M0.0%+22.8%0.142%
7/25/2023 Financial & Tax Architects LLC4,369$267K0.1%N/A0.017%
7/24/2023SVB Wealth LLC19,309$1.18M0.0%-10.2%0.077%
7/24/2023 Mayfair Advisory Group LLC6,160$372K0.4%-5.9%0.025%
7/24/2023 Venturi Wealth Management LLC3,421$209K0.0%+44.5%0.014%
(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, 110 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), Ameriprise Financial Inc. ($119.94M), Fisher Asset Management LLC ($70.35M), Richard Bernstein Advisors LLC ($56.31M), Cambria Investment Management L.P. ($13.66M), Envestnet Asset Management Inc. ($10.81M), 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 88 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 ($2.29M), Aaron Wealth Advisors LLC ($1.04M), Richard Bernstein Advisors LLC ($743.72K), Fisher Asset Management LLC ($637.85K), Envestnet Asset Management Inc. ($327.76K), Pictet Asset Management SA ($244.71K), and Cambria Investment Management L.P. ($223.30K).

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

Institutional investors have bought a total of 7,001,670 shares in the last 24 months. This purchase volume represents approximately $417.99M in transactions.

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

Of the 59 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), Aaron Wealth Advisors LLC ($1.04M), Pictet Asset Management SA ($587.72K), Envestnet Asset Management Inc. ($342.77K), Money Design Co. Ltd. ($168.98K), Bank of Montreal Can ($113.72K), and Bessemer Group Inc. ($106.95K).

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

Institutional investors have sold a total of 5,474,722 shares in the last 24 months. This volume of shares sold represents approximately $318.36M in transactions.


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This page (NYSEARCA:KXI) was last updated on 5/10/2024 by MarketBeat.com Staff

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