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iShares US Consumer Staples ETF
IYK

61 hedge funds and large institutions have $181M invested in iShares US Consumer Staples ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

22% more funds holding

Funds holding: 50 → 61 (+11)

1% more capital invested

Capital invested by funds: $179M → $181M (+$1.52M)

4.95% less ownership

Funds ownership: 114.36% → 109.41% (-5%)

Holders
61
Holders Change
+11
Holders Change %
+22%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
21
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.78M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.37M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.33M
4
TH
Timber Hill
Connecticut
+$769K
5
VKH
Virtu KCG Holdings
New York
+$490K

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$17.8M
2
Bank of America
Bank of America
North Carolina
-$4.61M
3
Morgan Stanley
Morgan Stanley
New York
-$1.28M
4
JP Morgan Chase
JP Morgan Chase
New York
-$990K
5
AIG
American International Group
New York
-$90.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WESPAC Advisors
California
$756K +$27.5K +885 +4%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$623K +$57K +1,830 +10%
AIG
28
American International Group
New York
$588K -$90.7K -2,913 -14%
NES
29
New England Securities
New York
$550K +$13.1K +420 +2%
PAG
30
Pinnacle Advisory Group
Maryland
$458K – – –
CWM
31
Concert Wealth Management
California
$451K +$83.9K +2,694 +24%
MBT
32
Monroe Bank & Trust
Michigan
$420K -$7.66K -246 -2%
AW
33
ACG Wealth
Georgia
$414K +$404K +12,981 New
FAAS
34
First Allied Advisory Services
California
$352K +$18.7K +600 +6%
CS
35
Credit Suisse
Switzerland
$350K +$341K +10,965 New
MCM
36
Maryland Capital Management
Maryland
$344K -$28.9K -930 -8%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$315K +$3.64K +117 +1%
NPC
38
National Planning Corporation
California
$272K +$265K +8,508 New
MAS
39
Madden Advisory Services
Florida
$192K +$129K +4,137 +219%
LWM
40
LBA Wealth Management
Florida
$178K +$173K +5,565 New
PSUF
41
People's United Financial
Connecticut
$167K – – –
Ameriprise
42
Ameriprise
Minnesota
$141K +$13.8K +444 +11%
WA
43
WFG Advisors
Texas
$136K -$41.5K -1,332 -24%
MFS
44
MSI Financial Services
Massachusetts
$126K -$11.2K -360 -8%
Creative Planning
45
Creative Planning
Kansas
$118K – – –
JIR
46
James Investment Research
Ohio
$105K +$103K +3,300 New
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$72K – – –
WEC
48
Winslow Evans & Crocker
Massachusetts
$64K +$62.1K +1,995 New
SFSIG
49
San Francisco Sentry Investment Group
California
$62K +$60.7K +1,950 New
HNB
50
Huntington National Bank
Ohio
$59K – – –
1
2
3

IYK Hedge Fund Activity: Q4 2013 in Review

61 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q4 2013, worth a combined $181M — up 0.85% from $179M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IYK positions and 1 closed out — a net gain of 13 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.78M. The largest seller was SG Americas Securities, cutting an estimated $17.8M.

  • 61 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q4 2013, up from 50 in Q3 2013.
  • Funds reported $181M of iShares US Consumer Staples ETF stock for Q4 2013, up 0.85% quarter-over-quarter.
  • 14 funds opened new iShares US Consumer Staples ETF positions in Q4 2013 and 1 closed out, a net change of +13 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q4 2013 was Susquehanna International Group, an estimated $2.78M added.
  • The largest iShares US Consumer Staples ETF seller in Q4 2013 was SG Americas Securities, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2013.