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iShares US Consumer Staples ETF
IYK

129 hedge funds and large institutions have $235M invested in iShares US Consumer Staples ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

21% more funds holding

Funds holding: 107 → 129 (+22)

17% more capital invested

Capital invested by funds: $200M → $235M (+$34.4M)

2.25% more ownership

Funds ownership: 120.57% → 122.83% (+2.3%)

3% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
129
Holders Change
+22
Holders Change %
+20.56%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
32
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
Redhawk Wealth Advisors
Minnesota
+$7.3M
2
Osaic Holdings
Osaic Holdings
Arizona
+$4.81M
3
BCM
Brookstone Capital Management
Illinois
+$3.87M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.58M
5
FEM
Fulcrum Equity Management
Texas
+$2.81M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.14M
2
RFM
Royal Fund Management
Florida
-$4.05M
3
Morgan Stanley
Morgan Stanley
New York
-$3.08M
4
KM
Kalos Management
Georgia
-$2.95M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
26
Atria Investments
North Carolina
$2M +$1.91M +40,110 New
UCFA
27
United Capital Financial Advisors
Texas
$1.94M -$45.8K -960 -2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.68M +$118K +2,475 +8%
Truist Financial
29
Truist Financial
North Carolina
$1.25M +$190K +3,972 +19%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.24M -$1.87M -39,165 -61%
PAG
31
Private Advisor Group
New Jersey
$1.22M -$18.8K -393 -2%
SFPG
32
Stonebridge Financial Planning Group
Florida
$1.17M +$429 +9 +0%
NA
33
NewEdge Advisors
Louisiana
$1.16M -$35.2K -738 -3%
GC
34
Grace Capital
Massachusetts
$1.14M -$344K -7,200 -24%
SCA
35
Stillwater Capital Advisors
Pennsylvania
$1.05M – – –
GT
36
Glenview Trust
Kentucky
$974K -$311K -6,525 -25%
AWM
37
AE Wealth Management
Kansas
$962K +$922K +19,314 New
TFA
38
Teamwork Financial Advisors
Texas
$935K +$897K +18,786 New
KAS
39
Kestra Advisory Services
Texas
$931K +$14.3K +300 New
EH
40
Equitable Holdings
New York
$865K +$68.9K +1,443 +9%
SB
41
Simmons Bank
Arkansas
$864K -$1.43K -30 -0.2%
Bessemer Group
42
Bessemer Group
New Jersey
$792K – – –
NA
43
Navellier & Associates
Nevada
$747K +$716K +15,000 New
GWM
44
Geneos Wealth Management
Colorado
$708K -$79K -1,656 -10%
IWM
45
IHT Wealth Management
Illinois
$697K +$12K +252 +2%
FAAS
46
First Allied Advisory Services
California
$635K -$7.16K -150 -1%
AF
47
Advisornet Financial
Minnesota
$607K +$587K +12,306 +82,040%
CAG
48
Csenge Advisory Group
Florida
$543K +$195K +4,092 +60%
TFF
49
The Family Firm
Maryland
$516K +$2.58K +54 +0.5%
DC
50
Davenport & Co
Virginia
$515K -$55.3K -1,158 -10%
1
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3 4 5

IYK Hedge Fund Activity: Q3 2020 in Review

129 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2020, worth a combined $235M — up 17% from $200M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IYK positions and 8 closed out — a net gain of 23 holders — while 32 added to existing stakes and 31 trimmed.

The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $7.3M. The largest seller was Jane Street, exiting entirely with an estimated $4.14M sold.

  • 129 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2020, up from 107 in Q2 2020.
  • Funds reported $235M of iShares US Consumer Staples ETF stock for Q3 2020, up 17% quarter-over-quarter.
  • 31 funds opened new iShares US Consumer Staples ETF positions in Q3 2020 and 8 closed out, a net change of +23 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q3 2020 was Redhawk Wealth Advisors, an estimated $7.3M added.
  • The largest iShares US Consumer Staples ETF seller in Q3 2020 was Jane Street, an estimated $4.14M sold.

Based on aggregated 13F filings for Q3 2020.