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iShares US Consumer Staples ETF

227 hedge funds and large institutions have $758M invested in iShares US Consumer Staples ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+16
Holders Change %
+7.58%
% of All Funds
3.93%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
38
Increased
84
Reduced
49
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
226
Wagner Wealth Management
South Carolina
$4K
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$3.9K +$2.8K +43,572 +254%
EWM
228
EPG Wealth Management
Georgia
$3K +$3K +45 New
FHC
229
First Heartland Consultants
Missouri
$952 -$1.42K -23,754 -60%
EF
230
Empowered Funds
Pennsylvania
-$40.5M -622,986 Closed
OC
231
Oppenheimer & Co
New York
-$10.9M -167,580 Closed
OPOWM
232
One Plus One Wealth Management
Florida
-$2.2M -33,783 Closed
RIA
233
Regal Investment Advisors
Michigan
-$1.58M -24,306 Closed
WEG
234
World Equity Group
Illinois
-$873K -13,428 Closed
Marshall Wace
235
Marshall Wace
United Kingdom
-$448K -6,900 Closed
SW
236
Signify Wealth
Missouri
-$407K -6,267 Closed
LWM
237
Laidlaw Wealth Management
New York
-$288K -4,437 Closed
EWA
238
EP Wealth Advisors
California
-$225K -3,465 Closed
TSA
239
Tri-Star Advisors
Texas
-$206K -3,120 Closed
WMP
240
Wealth Management Partners
Arizona
-$201K -3,000 Closed
CI
241
CX Institutional
Indiana
-$194K -2,991 Closed
AW
242
ACG Wealth
Georgia
-$140K -2,157 Closed
VVP
243
Venture Visionary Partners
Ohio
-$78K -1,200 Closed
GFP
244
Gryphon Financial Partners
Ohio
-$55K -840 Closed
SWM
245
SeaCrest Wealth Management
New York
-$41K -630 Closed
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
-$34K -525 Closed
HFS
247
Heritage Financial Services
Massachusetts
-$19K -300 Closed
RA
248
Rise Advisors
New York
-$8K -123 Closed
BW
249
Bison Wealth
Georgia
-$7K -114 Closed
WOSD
250
WFA of San Diego
California
-$2K -30 Closed