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iShares US Consumer Staples ETF
IYK

Overview Fund Activity

235 hedge funds and large institutions have $876M invested in iShares US Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-9
Holders Change %
-3.69%
% of All Funds
3.75%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
57
Reduced
87
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$100M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$36.5M
3
BA
3
Bellwether Advisors
Nebraska
$12.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$28.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13.3M

Top Sellers

1
PG
1
Prostatis Group
Maryland
$272K
2
Bank of America
2
Bank of America
North Carolina
$54.1M
3
MWM
3
MinichMacGregor Wealth Management
New York
$202K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$5.77M
5
Morgan Stanley
5
Morgan Stanley
New York
$76M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
EPG Wealth Management
Georgia
$2.8K – – –
C
227
Covestor
United Kingdom
$2K – – –
WM
228
Wyrmwood Management
New York
$1.91K +$1.91K +30 New
GC
229
Gilfoyle & Co
California
$1.9K +$1.9K +30 New
WOSD
230
WFA of San Diego
California
$1.87K – – –
BWL
231
Bogart Wealth LLC
Virginia
$1.68K – – –
OC
232
Oakworth Capital
Alabama
$1.31K – – –
VF
233
VitalStone Financial
Texas
$1K -$13K -156 -93%
Kayne Anderson Rudnick Investment Management
234
Kayne Anderson Rudnick Investment Management
California
$933 +$933 +15 New
LOIP
235
Live Oak Investment Partners
Texas
$746 – – –
PPWM
236
PFG Private Wealth Management
Florida
$560 – – –
RFA
237
Register Financial Advisors
Georgia
$560 – – –
Baird Financial Group
238
Baird Financial Group
Wisconsin
– -$3.31M -49,512 Closed
CCT
239
Chemung Canal Trust
New York
– -$3.24M -48,486 Closed
Jane Street
240
Jane Street
New York
– -$2.92M -43,749 Closed
FFP
241
Forbes Financial Planning
Rhode Island
– -$2.09M -31,371 Closed
AI
242
Atria Investments
North Carolina
– -$1.63M -24,441 Closed
KM
243
Kalos Management
Georgia
– -$1.21M -18,066 Closed
Cerity Partners
244
Cerity Partners
New York
– -$1.07M -16,053 Closed
CCA
245
Cadent Capital Advisors
Oklahoma
– -$670K -10,035 Closed
CWP
246
Concord Wealth Partners
Virginia
– -$584K -8,754 Closed
TA
247
TFB Advisors
Kansas
– -$427K -6,387 Closed
TFF
248
The Family Firm
Maryland
– -$415K -6,213 Closed
RL
249
Retireful LLC
Michigan
– -$413K -6,192 Closed
CFO
250
Capitol Family Office
Oregon
– -$350K -5,247 Closed
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