We are live on ! Find out more
IYK icon

iShares US Consumer Staples ETF
IYK

254 hedge funds and large institutions have $831M invested in iShares US Consumer Staples ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

32% more capital invested

Capital invested by funds: $629M → $831M (+$202M)

4.55% more ownership

Funds ownership: 50.04% → 54.59% (+4.5%)

2% more funds holding

Funds holding: 249 → 254 (+5)

1% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 79

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
80
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$67.8M
2
Fidelity International
Fidelity International
Bermuda
+$18.3M
3
OPAM
Ocean Park Asset Management
California
+$18.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14.5M
5
LPL Financial
LPL Financial
California
+$9.66M

Top Sellers

1
BA
Bellwether Advisors
Nebraska
-$13.6M
2
PCP
Perbak Capital Partners
United Kingdom
-$9.08M
3
Goldman Sachs
Goldman Sachs
New York
-$6.23M
4
GC
Grimes & Company
Massachusetts
-$3.23M
5
Morgan Stanley
Morgan Stanley
New York
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
226
FWL Investment Management
Texas
$21.5K – – –
PSB
227
Piscataqua Savings Bank
New Hampshire
$21.5K – – –
CFO
228
Capitol Family Office
Oregon
$21.3K +$20.2K +297 New
CTB
229
Country Trust Bank
Illinois
$17.2K +$16.3K +240 New
NMG
230
New Millennium Group
Utah
$16.6K -$1.76K -26 -10%
NWM
231
Nova Wealth Management
Florida
$15.1K +$2.72K +40 +23%
PP
232
Pacifica Partners
Canada
$14.8K – – –
TCM
233
Tradewinds Capital Management
Washington
$14.6K – – –
SS
234
Sunbelt Securities
Texas
$14.3K -$412K -6,072 -97%
CAL
235
Capital Analysts LLC
Pennsylvania
$14K -$30.8K -453 -70%
NB
236
NBT Bank
New York
$14K – – –
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$13K -$543 -8 -4%
CSC
238
Caldwell Sutter Capital
California
$11.8K -$16.1K -237 -59%
FGA
239
Fortis Group Advisors
New Jersey
$9.02K -$8.56K -126 -50%
CIAS
240
CBIZ Investment Advisory Services
Ohio
$7.62K +$7.27K +107 New
MSG
241
Main Street Group
Virginia
$7.3K – – –
FGAM
242
Financial Gravity Asset Management
Texas
$6.87K +$6.52K +96 New
S
243
SignatureFD
Georgia
$6.2K +$68 +1 +1%
Simplex Trading
244
Simplex Trading
Illinois
$6K +$6.59K +97 New
BTI
245
Blue Trust Inc
Georgia
$5.37K – – –
FFA
246
Founders Financial Alliance
North Carolina
$4.61K – – –
ACA
247
Aptus Capital Advisors
Alabama
$3.65K +$3.46K +51 New
EWM
248
EPG Wealth Management
Georgia
$3.22K – – –
OW
249
Olistico Wealth
Oklahoma
$2.79K -$1.63K -24 -38%
C
250
Covestor
United Kingdom
$2K – – –
8 9
10
11 12

IYK Hedge Fund Activity: Q1 2025 in Review

254 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2025, worth a combined $831M — up 32% from $629M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IYK positions and 28 closed out — a net gain of 10 holders — while 80 added to existing stakes and 79 trimmed.

The largest buyer was HSBC Holdings, opening a new position worth an estimated $67.8M. The largest seller was Bellwether Advisors, cutting an estimated $13.6M.

  • 254 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2025, up from 249 in Q4 2024.
  • Funds reported $831M of iShares US Consumer Staples ETF stock for Q1 2025, up 32% quarter-over-quarter.
  • 38 funds opened new iShares US Consumer Staples ETF positions in Q1 2025 and 28 closed out, a net change of +10 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q1 2025 was HSBC Holdings, an estimated $67.8M added.
  • The largest iShares US Consumer Staples ETF seller in Q1 2025 was Bellwether Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2025.