iShares US Consumer Staples ETF
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.
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%)
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$81.2M |
| 2 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$33.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$7.74M |
| 4 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$7.66M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
251
Centaurus Financial
Anaheim,
California
| – | -$220K | -3,435 | Closed |
|
|
LTI
252
Laffer Tengler Investments
Nashville,
Tennessee
| – | -$43.1K | -675 | Closed |
|
|
TWM
253
Tradition Wealth Management
Edina,
Minnesota
| – | -$22K | -345 | Closed |
|
|
CIA
254
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$19.2K | -300 | Closed |
|
|
NMG
255
New Millennium Group
Sandy,
Utah
| – | -$18.9K | -294 | Closed |
|
|
NFA
256
Northwest Financial Advisors
Herndon,
Virginia
| – | -$17.8K | -279 | Closed |
|
257
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$16.5K | -258 | Closed |
|
|
MSWM
258
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| – | -$14.8K | -231 | Closed |
|
|
IHWM
259
Iron Horse Wealth Management
Johston,
Iowa
| – | -$5.37K | -84 | Closed |
|
|
PS
260
Planned Solutions
Folsom,
California
| – | -$2.3K | -36 | Closed |
|
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.