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iShares Global Consumer Staples ETF (KXI) Institutional Ownership

iShares Global Consumer Staples ETF logo
$67.25 -0.06 (-0.09%)
As of 01:06 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Global Consumer Staples ETF (NYSEARCA:KXI)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$116.62M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$34.79M
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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
10/2/2026 CX Institutional619$41K0.0%-30.8%0.004%
9/23/2026Envestnet Asset Management Inc.19,728$1.33M0.0%-45.4%0.116%
8/22/2026TD Waterhouse Canada Inc.1,605$108K0.0%-27.2%0.010%
7/2/2026 CX Institutional894$60K0.0%-86.0%0.006%
5/19/2026Bank of America Corp DE99,039$6.64M0.0%+69.8%0.671%
5/18/2026Royal Bank of Canada32,744$2.19M0.0%-8.0%0.222%
5/14/2026Morningstar Investment Management LLC260,487$17.46M1.1%-11.3%1.766%
5/13/2026Cetera Investment Advisers7,877$528K0.0%+7.7%0.053%
5/6/2026Bessemer Group Inc.34,732$2.33M0.0%-16.2%0.235%
5/5/2026Northstar Financial Companies Inc.23,433$1.57M1.2%+63.2%0.159%
5/4/2026Northland Securities Inc.48,730$3.27M3.1%+4.3%0.330%
5/4/2026Y.D. More Investments Ltd17,500$1.17M0.0%N/A0.119%
5/1/2026Fifth Third Bancorp2,187$147K0.0%+73.0%0.015%
4/29/2026Intelligent Financial Strategies3,481$233K0.1%-6.3%0.024%
3/17/2026Rockefeller Capital Management L.P.4,786$309K0.0%+3.2%0.034%
2/17/2026Cetera Investment Advisers7,313$473K0.0%-57.4%0.052%
2/17/2026Equitable Holdings Inc.10,091$652K0.0%+65.3%0.072%
2/17/2026Osaic Holdings Inc.11,251$727K0.0%-19.6%0.080%
2/17/2026Royal Bank of Canada35,582$2.30M0.0%-6.3%0.253%
2/17/2026Bluedoor Private Wealth LLC4,275$276K0.1%N/A0.030%
2/13/2026Kestra Advisory Services LLC556$36K0.0%N/A0.004%
2/13/2026Stifel Financial Corp11,736$759K0.0%+18.6%0.084%
2/13/2026Wells Fargo & Company MN45,250$2.93M0.0%-0.5%0.322%
2/12/2026Federation des caisses Desjardins du Quebec221,505$14.32M0.1%-13.4%1.577%
2/12/2026Commonwealth Equity Services LLC33,359$2.16M0.0%-0.6%0.237%
2/11/2026LPL Financial LLC85,599$5.53M0.0%-74.2%0.609%
2/10/2026Calton & Associates Inc.11,787$762K0.1%+14.0%0.084%
2/10/2026Founders Financial Securities LLC3,927$254K0.0%N/A0.028%
2/9/2026M3 Wealth Management LLC14,081$910K0.7%N/A0.100%
2/9/2026Fisher Asset Management LLC6,032,649$390.01M0.1%+15.2%42.937%
2/6/2026Signature Estate & Investment Advisors LLC16,214$1.05M0.0%+1.2%0.115%
2/6/2026McKinley Carter Wealth Services Inc.13,852$896K0.1%-19.6%0.099%
2/3/2026GRIMES & Co WEALTH MANAGEMENT LLC38,526$2.49M0.1%N/A0.276%
2/2/2026Truist Financial Corp37,178$2.40M0.0%+0.9%0.267%
2/2/2026Fifth Third Bancorp1,264$82K0.0%-18.3%0.009%
1/30/2026Kohmann Bosshard Financial Services LLC426$27K0.0%N/A0.003%
1/30/2026M&T Bank Corp4,060$262K0.0%-11.0%0.029%
1/29/2026Comerica Bank1,118$72K0.0%-23.3%0.008%
1/29/2026Kestra Private Wealth Services LLC29,872$1.93M0.0%-5.5%0.214%
1/29/2026UBS Group AG89,898$5.81M0.0%-12.0%0.644%
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1/27/2026TD Waterhouse Canada Inc.2,429$157K0.0%-18.4%0.017%
1/26/2026Slow Capital Inc.3,456$223K0.0%-14.5%0.025%
1/23/2026Northland Securities Inc.46,736$3.02M2.9%N/A0.335%
1/21/2026WealthBridge Capital Management LLC10,250$663K0.2%-4.0%0.073%
1/21/2026Financial & Tax Architects LLC3,775$244K0.1%N/A0.027%
12/23/2025Triumph Capital Management1,585$102K0.0%N/A0.012%
12/2/2025Allworth Financial LP1,202$77K0.0%+27.1%0.009%
12/2/2025IFP Advisors Inc2,487$160K0.0%-9.6%0.018%
11/18/2025Advisory Services Network LLC500$32K0.0%N/A0.004%
11/17/2025Morningstar Investment Management LLC293,821$18.91M0.7%+24.4%2.168%
11/17/2025Kestra Private Wealth Services LLC31,627$2.04M0.0%+4.0%0.233%
11/17/2025Triumph Capital Management1,585$102K0.0%N/A0.012%
11/17/2025Susquehanna International Group LLP10,343$666K0.0%-74.9%0.076%
11/17/2025National Bank of Canada FI24,851$1.60M0.0%+13.5%0.183%
11/17/2025Citadel Advisors LLC4,491$289K0.0%-93.8%0.033%
11/17/2025Bank of America Corp DE56,204$3.62M0.0%-2.2%0.415%
11/17/2025Ameriprise Financial Inc.3,847$248K0.0%-6.4%0.028%
11/14/2025Raymond James Financial Inc.71,687$4.61M0.0%+7.7%0.529%
11/14/2025Equitable Holdings Inc.6,104$393K0.0%-10.7%0.045%
11/14/2025Comerica Bank1,458$94K0.0%-12.9%0.011%
11/13/2025BOKF NA578$37K0.0%N/A0.004%
11/13/2025UBS Group AG102,166$6.58M0.0%-5.1%0.754%
11/12/2025Orion Porfolio Solutions LLC7,471$481K0.0%-4.1%0.055%
11/12/2025Cresset Asset Management LLC14,320$922K0.0%+34.0%0.106%
11/12/2025Fisher Asset Management LLC5,238,785$337.22M0.1%+16.3%38.663%
11/12/2025Caitlin John LLC832$54K0.0%N/A0.006%
11/7/2025Calton & Associates Inc.10,341$666K0.1%+25.0%0.076%
11/6/2025Cibc World Market Inc.3,336$215K0.0%N/A0.025%
11/5/2025Signature Estate & Investment Advisors LLC16,025$1.03M0.0%-5.3%0.118%
11/5/2025Envestnet Asset Management Inc.50,555$3.25M0.0%-29.7%0.373%
11/3/2025Tidemark LLC6,511$419K0.1%+18.8%0.048%
11/3/2025TD Waterhouse Canada Inc.2,976$191K0.0%+120.4%0.022%
11/3/2025Truist Financial Corp36,832$2.37M0.0%-35.0%0.272%
10/29/2025Slow Capital Inc.4,041$260K0.0%-15.2%0.030%
10/23/2025 CX Institutional716$46K0.0%-85.2%0.005%
10/22/2025Gladstone Institutional Advisory LLC32,918$2.12M0.1%+6.9%0.243%
10/15/2025Patriot Investment Management Group Inc.15,364$989K0.1%+4.1%0.113%
8/27/2025Orion Porfolio Solutions LLC7,790$509K0.0%N/A0.060%
8/18/2025Geneos Wealth Management Inc.2,664$174K0.0%+200.0%0.020%
8/15/2025Orion Porfolio Solutions LLC7,790$509K0.0%N/A0.060%
8/15/2025Bank of America Corp DE57,445$3.76M0.0%-52.1%0.440%
8/15/2025Ameriprise Financial Inc.4,112$269K0.0%-88.6%0.032%
8/14/2025MGB Wealth Management LLC17,301$1.13M0.4%-1.7%0.133%
8/14/2025Jane Street Group LLC36,199$2.37M0.0%+32.3%0.277%
8/14/2025Raymond James Financial Inc.66,555$4.35M0.0%+44.2%0.510%
8/13/2025Flow Traders U.S. LLC158,122$10.34M0.4%N/A1.212%
8/13/2025Cresset Asset Management LLC10,683$698K0.0%-30.8%0.082%
8/13/2025Fisher Asset Management LLC4,505,566$294.57M0.1%+31.5%34.525%
8/13/2025Northwestern Mutual Wealth Management Co.870$57K0.0%-17.4%0.007%
8/12/2025Laurel Wealth Advisors LLC3,923$256K0.0%+6,438.3%0.030%
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8/12/2025WealthBridge Capital Management LLC10,675$698K0.2%-4.5%0.082%
8/11/2025TD Waterhouse Canada Inc.1,350$89K0.0%N/A0.010%
8/8/2025Cetera Investment Advisers16,135$1.06M0.0%+168.2%0.124%
8/6/2025AE Wealth Management LLC1,016$66K0.0%+60.5%0.008%
8/6/2025KCM Investment Advisors LLC3,948$258K0.0%N/A0.030%
8/1/2025Envestnet Asset Management Inc.71,885$4.70M0.0%+18.9%0.551%
7/31/2025Money Design Co. Ltd.72,081$4.71M0.2%-3.5%0.552%
7/29/2025Signature Estate & Investment Advisors LLC16,922$1.11M0.0%+3.9%0.130%
7/29/2025Private Trust Co. NA1,594$104K0.0%+305.6%0.012%
7/28/2025Mutual Advisors LLC3,102$203K0.0%N/A0.024%


KXI Institutional Ownership - Frequently Asked Questions

During the previous two years, 105 institutional investors and hedge funds held shares of iShares Global Consumer Staples ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($390.01M), Morningstar Investment Management LLC ($17.46M), Federation des caisses Desjardins du Quebec ($14.32M), Flow Traders U.S. LLC ($10.34M), Bank of America Corp DE ($6.64M), UBS Group AG ($5.81M), and LPL Financial LLC ($5.53M).Learn more on iShares Global Consumer Staples ETF's institutional investors.

Of the 79 institutional investors that purchased iShares Global Consumer Staples ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($3.17M), Morningstar Investment Management LLC ($374.25K), Flow Traders U.S. LLC ($162.37K), Raymond James Financial Inc. ($113.35K), Citadel Advisors LLC ($69.70K), Northland Securities Inc. ($48.73K), and Bank of America Corp DE ($40.71K).

Institutional investors have bought a total of 1,804,852 shares in the last 24 months. This purchase volume represents approximately $116.62M in transactions.

Of the 30 institutional investors that sold iShares Global Consumer Staples ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($245.73K), Citadel Advisors LLC ($68.53K), Envestnet Asset Management Inc. ($37.72K), Federation des caisses Desjardins du Quebec ($34.24K), Morningstar Investment Management LLC ($33.33K), Susquehanna International Group LLP ($30.83K), and Truist Financial Corp ($19.87K).

Institutional investors have sold a total of 536,148 shares in the last 24 months. This volume of shares sold represents approximately $34.79M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:KXI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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