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iShares US Consumer Staples ETF

244 hedge funds and large institutions have $934M invested in iShares US Consumer Staples ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
3.85%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
32
Increased
79
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
226
Realta Investment Advisors
Delaware
$12K +$12K +180 New
FFA
227
Founders Financial Alliance
North Carolina
$11.8K
BTI
228
Blue Trust Inc
Georgia
$11K +$11K +168 New
VF
229
VitalStone Financial
Texas
$11K +$11K +168 New
CAS
230
Coppell Advisory Solutions
Texas
$9.01K +$9.01K +135 New
FFA
231
Farther Finance Advisors
California
$5.61K +$5.61K +84 New
S
232
SignatureFD
Georgia
$5.53K +$198 +3 +4%
TFP
233
Tilia Fiduciary Partners
North Carolina
$5.41K +$5.41K +81 New
HWA
234
HHM Wealth Advisors
Tennessee
$5.21K +$5.21K +78 New
AF
235
Advisornet Financial
Minnesota
$5.01K
CAL
236
Capital Advisors Ltd
Ohio
$4K -$200 -3 -5%
SS
237
Sunbelt Securities
Texas
$3.81K +$3.81K +57 New
EWM
238
EPG Wealth Management
Georgia
$3K
ODG
239
O'Dell Group
Ohio
$2.48K +$2.48K +36 New
WOSD
240
WFA of San Diego
California
$2K +$2K +30 New
C
241
Covestor
United Kingdom
$2K
BWL
242
Bogart Wealth LLC
Virginia
$1.8K -$9.02K -135 -83%
OC
243
Oakworth Capital
Alabama
$1.4K
PPWM
244
PFG Private Wealth Management
Florida
$601
RFA
245
Register Financial Advisors
Georgia
$601
MCM
246
Mainstay Capital Management
Michigan
-$35.4M -532,551 Closed
ACA
247
Aspire Capital Advisors
Washington
-$5.7M -85,764 Closed
HF
248
HRT Financial
New York
-$5.21M -78,414 Closed
FPCP
249
Fort Point Capital Partners
California
-$4.06M -61,062 Closed
IP
250
Ignite Planners
California
-$4.09M -60,939 Closed