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iShares US Consumer Staples ETF
IYK

109 hedge funds and large institutions have $179M invested in iShares US Consumer Staples ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

10% more capital invested

Capital invested by funds: $163M → $179M (+$16.8M)

6.34% more ownership

Funds ownership: 105.33% → 111.67% (+6.3%)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 110 → 109 (-1)

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
29
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.38M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.87M
3
FEM
Fulcrum Equity Management
Texas
+$3.66M
4
CS
Credit Suisse
Switzerland
+$3.03M
5
SCP
Syntal Capital Partners
Texas
+$2.12M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$3.67M
2
AWM
AE Wealth Management
Kansas
-$3.5M
3
Wells Fargo
Wells Fargo
California
-$1.04M
4
PPA
Parametric Portfolio Associates
Washington
-$846K
5
AG
Advisor Group
Arizona
-$709K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Grace Capital
Massachusetts
$1.13M +$74.4K +1,800 +7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.09M -$82.5K -1,995 -7%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$865K -$92.7K -2,244 -10%
GWM
29
Geneos Wealth Management
Colorado
$832K -$5.95K -144 -0.7%
MAS
30
Madden Advisory Services
Florida
$803K – – –
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$785K +$167K +4,050 +28%
SPIA
32
Steward Partners Investment Advisory
New York
$768K +$6.57K +159 +0.9%
IWM
33
IHT Wealth Management
Illinois
$760K +$9.55K +231 +1%
TC
34
TownSquare Capital
Utah
$754K +$194K +4,704 +36%
SB
35
Simmons Bank
Arkansas
$730K -$14.9K -360 -2%
SCA
36
Stillwater Capital Advisors
Pennsylvania
$722K – – –
DI
37
DFPG Investments
Utah
$714K +$209K +5,058 +41%
Bessemer Group
38
Bessemer Group
New Jersey
$671K – – –
JP Morgan Chase
39
JP Morgan Chase
New York
$587K +$8.68K +210 +2%
BTS
40
BB&T Securities
Virginia
$576K -$3.6K -87 -0.6%
FAAS
41
First Allied Advisory Services
California
$538K +$17.7K +429 +3%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$528K -$9.3K -225 -2%
BF
43
Blankinship & Foster
California
$520K – – –
FWCM
44
Ferguson Wellman Capital Management
Oregon
$520K – – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$486K +$7.69K +186 +2%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$477K -$9.79K -237 -2%
TFF
47
The Family Firm
Maryland
$463K -$20K -483 -4%
CBA
48
Coastal Bridge Advisors
Connecticut
$443K -$20K -483 -4%
HNB
49
Huntington National Bank
Ohio
$424K – – –
DC
50
Davenport & Co
Virginia
$422K -$25K -606 -5%
1
2
3 4 5

IYK Hedge Fund Activity: Q3 2019 in Review

109 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2019, worth a combined $179M — up 10% from $163M a quarter earlier.

Fund positioning in IYK was balanced in Q3 2019: 12 funds opened new positions, 12 closed out, 29 added to existing stakes and 28 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $4.38M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $3.67M sold.

  • 109 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2019, down from 110 in Q2 2019.
  • Funds reported $179M of iShares US Consumer Staples ETF stock for Q3 2019, up 10% quarter-over-quarter.
  • 12 funds opened new iShares US Consumer Staples ETF positions in Q3 2019 and 12 closed out, a net change of 0 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q3 2019 was Susquehanna International Group, an estimated $4.38M added.
  • The largest iShares US Consumer Staples ETF seller in Q3 2019 was Simplicity Solutions, an estimated $3.67M sold.

Based on aggregated 13F filings for Q3 2019.