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iShares US Consumer Staples ETF

50 hedge funds and large institutions have $179M invested in iShares US Consumer Staples ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.48% more ownership

Funds ownership: 112.89%114.36% (+1.5%)

5% more capital invested

Capital invested by funds: $171M → $179M (+$8.21M)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

12% less funds holding

Funds holding: 5750 (-7)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
50
Holders Change
-7
Holders Change %
-12.28%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Pinnacle Advisory Group
Maryland
$458K +$670K +22,380 New
MBT
27
Monroe Bank & Trust
Michigan
$400K -$41.8K -1,395 -9%
MCM
28
Maryland Capital Management
Maryland
$349K +$7.64K +255 +2%
CWM
29
Concert Wealth Management
California
$340K +$342K +11,412 New
VKH
30
Virtu KCG Holdings
New York
$338K +$341K +11,370 New
FAAS
31
First Allied Advisory Services
California
$308K
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$291K +$293K +9,768 New
WA
33
WFG Advisors
Texas
$167K +$40.2K +1,341 +31%
PSUF
34
People's United Financial
Connecticut
$156K -$1.53K -51 -1%
MFS
35
MSI Financial Services
Massachusetts
$128K -$4.31K -144 -3%
Ameriprise
36
Ameriprise
Minnesota
$121K +$16.1K +537 +16%
Creative Planning
37
Creative Planning
Kansas
$110K
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$77K -$1.82M -60,876 -96%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$68K
MAS
40
Madden Advisory Services
Florida
$56K +$90 +3 +0.2%
WRM
41
Westport Resources Management
Connecticut
$41K
Citigroup
42
Citigroup
New York
$22K
LNB
43
Ledyard National Bank
$21K
AA
44
AlphaMark Advisors
Kentucky
$18K -$90 -3 -0.5%
RFA
45
Reilly Financial Advisors
California
$13K
MWAM
46
Mariner Wealth Advisors (Madison)
Kansas
$13K +$13.3K +444 New
Invesco
47
Invesco
Georgia
$12K
PAS
48
Partnervest Advisory Services
California
$8K
RIA
49
Regal Investment Advisors
Michigan
$8K
DAM
50
Delta Asset Management
Tennessee
$3K