We are live on ! Find out more
IYK icon

iShares US Consumer Staples ETF

242 hedge funds and large institutions have $984M invested in iShares US Consumer Staples ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.33% more ownership

Funds ownership: 176.3%178.63% (+2.3%)

4% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 81

7% less funds holding

Funds holding: 261242 (-19)

9% less capital invested

Capital invested by funds: $1.08B → $984M (-$98.4M)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

33% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 39

Holders
242
Holders Change
-19
Holders Change %
-7.28%
% of All Funds
3.86%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.21%
New
26
Increased
84
Reduced
81
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
226
Valley National Advisers
Pennsylvania
$22K
TF
227
TimeScale Financial
Massachusetts
$15.8K +$196 +3 +1%
Commonwealth Equity Services
228
Commonwealth Equity Services
Massachusetts
$14K +$978K +14,943 +8%
CAL
229
Capital Analysts LLC
Pennsylvania
$13K
FFA
230
Founders Financial Alliance
North Carolina
$11.7K
TIM
231
Tortoise Investment Management
New York
$11K
BWL
232
Bogart Wealth LLC
Virginia
$10.8K -$5.5K -84 -34%
S
233
SignatureFD
Georgia
$5.47K +$5.3K +81 New
PFA
234
Pathway Financial Advisers
Indiana
$5.18K
AF
235
Advisornet Financial
Minnesota
$4.98K -$1.96K -30 -29%
PFG
236
Piershale Financial Group
Illinois
$4.98K
CAL
237
Capital Advisors Ltd
Ohio
$4K -$15.9K -243 -79%
WWMSC
238
Wagner Wealth Management (South Carolina)
South Carolina
$3.98K
EWM
239
EPG Wealth Management
Georgia
$2.99K
C
240
Covestor
United Kingdom
$2K +$1.96K +30 New
OC
241
Oakworth Capital
Alabama
$1.4K
PPWM
242
PFG Private Wealth Management
Florida
$598 -$3.67M -56,085 -100%
RFA
243
Register Financial Advisors
Georgia
$598 +$589 +9 New
WWM
244
WJ Wealth Management
Arizona
-$8.63M -127,740 Closed
VF
245
VitalStone Financial
Texas
-$3.09M -46,068 Closed
FEM
246
Fulcrum Equity Management
Texas
-$2.79M -41,337 Closed
FA
247
Fermata Advisors
California
-$2.72M -40,182 Closed
CW
248
Connectus Wealth
Ohio
-$2.13M -31,440 Closed
AC
249
Allstate Corporation
Illinois
-$1.22M -18,018 Closed
SG
250
StoneX Group
New York
-$1.14M -16,830 Closed

IYK Hedge Fund Activity: Q1 2023 in Review

242 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2023, worth a combined $984M — down 9.1% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IYK and 26 opened new positions — a net loss of 13 holders — while 81 trimmed existing stakes and 84 added.

The largest buyer was Money Concepts Capital, adding an estimated $28.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $23.6M.

  • 242 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2023, down from 261 in Q4 2022.
  • Funds reported $984M of iShares US Consumer Staples ETF stock for Q1 2023, down 9.1% quarter-over-quarter.
  • 26 funds opened new iShares US Consumer Staples ETF positions in Q1 2023 and 39 closed out, a net change of -13 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $28.6M added.
  • The largest iShares US Consumer Staples ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2023.