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iShares US Consumer Staples ETF

89 hedge funds and large institutions have $300M invested in iShares US Consumer Staples ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $289M → $300M (+$11.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1.63% less ownership

Funds ownership: 159.27%157.64% (-1.6%)

3% less funds holding

Funds holding: 9289 (-3)

35% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 34

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
22
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.58M -$76K -1,959 -5%
SCA
27
Stillwater Capital Advisors
Pennsylvania
$1.5M -$105K -2,697 -7%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.45M +$268K +6,897 +23%
NPC
29
National Planning Corporation
California
$1.24M +$1.22M +31,500 New
CIBC World Market
30
CIBC World Market
Ontario, Canada
$1.21M -$719K -18,549 -38%
GWM
31
Geneos Wealth Management
Colorado
$1.09M -$17.2K -444 -2%
OWD
32
Osborn Williams & Donohoe
Ohio
$999K
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$934K
RJFSA
34
Raymond James Financial Services Advisors
Florida
$875K -$209K -5,385 -20%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$847K +$202K +5,214 +32%
MAS
36
Madden Advisory Services
Florida
$762K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$721K +$116 +3 +0%
SB
38
Suntrust Banks
Georgia
$679K +$116K +3,003 +20%
SB
39
Simmons Bank
Arkansas
$669K +$655K +16,890 New
HWA
40
HCR Wealth Advisors
California
$593K -$87.3K -2,250 -13%
IFS
41
Ifrah Financial Services
Arkansas
$578K +$566K +14,592 New
PIA
42
Peachtree Investment Advisors
Georgia
$553K -$59.9K -1,545 -10%
Stifel Financial
43
Stifel Financial
Missouri
$537K +$34.6K +891 +7%
FAAS
44
First Allied Advisory Services
California
$512K +$113K +2,919 +29%
CA
45
Cetera Advisors
Colorado
$486K -$9.54K -246 -2%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$486K +$52.1K +1,344 +12%
FA
47
FDx Advisors
Illinois
$424K -$2.56K -66 -0.6%
GT
48
Glenview Trust
Kentucky
$413K -$340K -8,772 -46%
AW
49
ACG Wealth
Georgia
$355K -$15.7K -405 -4%
MBT
50
Monroe Bank & Trust
Michigan
$304K -$23.3K -600 -7%