IYK icon

iShares US Consumer Staples ETF
IYK

Overview Fund Activity

242 hedge funds and large institutions have $982M 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, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-19
Holders Change %
-7.28%
% of All Funds
3.87%
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
80
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$21.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$26.8M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$23.7M
4
SI
4
Stephens Inc
Arkansas
$8.12M
5
HF
5
HRT Financial
New York
$5.21M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.76M
2
Wells Fargo
2
Wells Fargo
California
$51M
3
LPL Financial
3
LPL Financial
California
$38.6M
4
MOS
4
MGO One Seven
Ohio
$5.13M
5
WWM
5
WJ Wealth Management
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
226
Valley National Advisers
Pennsylvania
$22K – – –
TF
227
TimeScale Financial
Massachusetts
$15.8K +$200 +3 +1%
Commonwealth Equity Services
228
Commonwealth Equity Services
Massachusetts
$14K +$992 +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 -$5.58K -84 -34%
S
233
SignatureFD
Georgia
$5.47K +$5.47K +81 New
PFA
234
Pathway Financial Advisers
Indiana
$5.18K – – –
AF
235
Advisornet Financial
Minnesota
$4.98K -$1.99K -30 -29%
PFG
236
Piershale Financial Group
Illinois
$4.98K – – –
CAL
237
Capital Advisors Ltd
Ohio
$4K -$15.4K -243 -79%
WWM
238
Wagner Wealth Management
South Carolina
$3.99K – – –
EWM
239
EPG Wealth Management
Georgia
$2.99K – – –
C
240
Covestor
United Kingdom
$2K +$2K +30 New
OC
241
Oakworth Capital
Alabama
$1.4K – – –
PPWM
242
PFG Private Wealth Management
Florida
$598 -$3.73M -56,085 -100%
RFA
243
Register Financial Advisors
Georgia
$598 +$598 +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
8 9
10
11 12