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iShares US Consumer Staples ETF
IYK

230 hedge funds and large institutions have $687M invested in iShares US Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 241 → 230 (-11)

7% less capital invested

Capital invested by funds: $742M → $687M (-$55.1M)

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 87

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

122.14% less ownership

Funds ownership: 173.26% → 51.12% (-122%)

Holders
230
Holders Change
-11
Holders Change %
-4.56%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
64
Reduced
87
Closed
29
Calls
$703K
Puts
–
Net Calls
+$703K
Net Calls Change
+$147K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$44.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.19M
3
BA
Bellwether Advisors
Nebraska
+$4.25M
4
GWA
GGM Wealth Advisors
Maryland
+$3.82M
5
LPL Financial
LPL Financial
California
+$3.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$81.2M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$33.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$7.74M
4
CW
Connectus Wealth
Ohio
-$7.66M
5
Wells Fargo
Wells Fargo
California
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
226
Pathway Financial Advisers
Indiana
$4.27K – – –
EWM
227
EPG Wealth Management
Georgia
$3.04K – – –
C
228
Covestor
United Kingdom
$2K – – –
OC
229
Oakworth Capital
Alabama
$1.42K – – –
Kayne Anderson Rudnick Investment Management
230
Kayne Anderson Rudnick Investment Management
California
$1.01K – – –
RFA
231
Register Financial Advisors
Georgia
$609 – – –
GBWM
232
Granite Bay Wealth Management
New Hampshire
– -$33.8M -550,194 Closed
CW
233
Connectus Wealth
Ohio
– -$7.66M -119,505 Closed
AWM
234
AE Wealth Management
Kansas
– -$3.59M -56,046 Closed
CRI
235
Commonwealth Retirement Investments
Virginia
– -$1.58M -24,714 Closed
Renaissance Technologies
236
Renaissance Technologies
New York
– -$1.13M -17,700 Closed
NF
237
Nikulski Financial
Iowa
– -$969K -15,159 Closed
AAS
238
Ameritas Advisory Services
Nebraska
– -$682K -10,668 Closed
TSS
239
Two Sigma Securities
New York
– -$446K -6,972 Closed
OIA
240
OneDigital Investment Advisors
Kansas
– -$379K -5,937 Closed
JWCA
241
J.W. Cole Advisors
Florida
– -$267K -4,185 Closed
UCFA
242
United Capital Financial Advisors
Texas
– -$245K -3,834 Closed
Mercer Global Advisors
243
Mercer Global Advisors
Colorado
– -$245K -3,828 Closed
SFI
244
SPC Financial Inc
Maryland
– -$245K -3,828 Closed
BIA
245
Biondo Investment Advisors
Pennsylvania
– -$242K -3,780 Closed
TW
246
TritonPoint Wealth
Maryland
– -$239K -3,735 Closed
WAS
247
WESPAC Advisors SoCal
California
– -$232K -3,630 Closed
Pathstone Holdings
248
Pathstone Holdings
New Jersey
– -$226K -3,540 Closed
NPFS
249
Novak & Powell Financial Services
Florida
– -$229K -3,534 Closed
HTC
250
Haverford Trust Company
Pennsylvania
– -$222K -3,474 Closed
7 8 9
10
11

IYK Hedge Fund Activity: Q1 2024 in Review

230 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2024, worth a combined $687M — down 7.4% from $742M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of IYK and 21 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 64 added.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $44.5M. The largest seller was Morgan Stanley, cutting an estimated $81.2M.

  • 230 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2024, down from 241 in Q4 2023.
  • Funds reported $687M of iShares US Consumer Staples ETF stock for Q1 2024, down 7.4% quarter-over-quarter.
  • 21 funds opened new iShares US Consumer Staples ETF positions in Q1 2024 and 29 closed out, a net change of -8 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $44.5M added.
  • The largest iShares US Consumer Staples ETF seller in Q1 2024 was Morgan Stanley, an estimated $81.2M sold.

Based on aggregated 13F filings for Q1 2024.