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iShares US Consumer Staples ETF
IYK

142 hedge funds and large institutions have $306M invested in iShares US Consumer Staples ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

30% more capital invested

Capital invested by funds: $235M → $306M (+$70.7M)

10% more funds holding

Funds holding: 129 → 142 (+13)

1.48% more ownership

Funds ownership: 122.83% → 124.31% (+1.5%)

Holders
142
Holders Change
+13
Holders Change %
+10.08%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
45
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$8.92M
2
FI
FormulaFolio Investments
Michigan
+$6.44M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.62M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.17M
5
KAS
Kestra Advisory Services
Texas
+$3.79M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$9.34M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$7.61M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.81M
4
RJA
Raymond James & Associates
Florida
-$3.78M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$3.02M -$746K -14,061 -21%
JIP
27
Jaffetilchin Investment Partners
Florida
$2.94M +$107K +2,022 +4%
PFS
28
Prospera Financial Services
Texas
$2.93M +$5.25K +99 +0.2%
CCA
29
Conservest Capital Advisors
Pennsylvania
$2.87M -$136K -2,556 -5%
RIG
30
RiverFront Investment Group
Virginia
$2.77M -$9.34M -175,935 -79%
FCFC
31
First Citizens Financial Corp
Iowa
$2.37M -$1.59K -30 -0.1%
DFG
32
Demars Financial Group
Washington
$1.88M +$1.73M +32,547 New
CWP
33
Concord Wealth Partners
Virginia
$1.81M +$1.66M +31,377 New
Truist Financial
34
Truist Financial
North Carolina
$1.8M +$319K +6,006 +24%
NA
35
NewEdge Advisors
Louisiana
$1.5M +$134K +2,517 +11%
GC
36
Grace Capital
Massachusetts
$1.49M +$159K +3,000 +13%
SFPG
37
Stonebridge Financial Planning Group
Florida
$1.34M +$24.2K +456 +2%
SCA
38
Stillwater Capital Advisors
Pennsylvania
$1.22M -$2.07K -39 -0.2%
OWA
39
Outlook Wealth Advisors
Texas
$1.19M +$1.09M +20,568 New
PAG
40
Private Advisor Group
New Jersey
$1.17M -$235K -4,422 -18%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.15M -$272K -5,121 -21%
GT
42
Glenview Trust
Kentucky
$1.15M +$12.9K +243 +1%
SB
43
Simmons Bank
Arkansas
$1M – – –
CA
44
Calton & Associates
Florida
$977K +$610K +11,505 +213%
Bessemer Group
45
Bessemer Group
New Jersey
$920K – – –
CI
46
CX Institutional
Indiana
$895K +$821K +15,480 New
COCM
47
Charter Oak Capital Management
New Hampshire
$848K +$779K +14,676 New
IWM
48
IHT Wealth Management
Illinois
$811K +$1.91K +36 +0.3%
DC
49
Davenport & Co
Virginia
$785K +$172K +3,240 +31%
EH
50
Equitable Holdings
New York
$769K -$217K -4,086 -24%
1
2
3 4 5

IYK Hedge Fund Activity: Q4 2020 in Review

142 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q4 2020, worth a combined $306M — up 30% from $235M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYK positions and 13 closed out — a net gain of 16 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $8.92M. The largest seller was RiverFront Investment Group, cutting an estimated $9.34M.

  • 142 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q4 2020, up from 129 in Q3 2020.
  • Funds reported $306M of iShares US Consumer Staples ETF stock for Q4 2020, up 30% quarter-over-quarter.
  • 29 funds opened new iShares US Consumer Staples ETF positions in Q4 2020 and 13 closed out, a net change of +16 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q4 2020 was Goldman Sachs, an estimated $8.92M added.
  • The largest iShares US Consumer Staples ETF seller in Q4 2020 was RiverFront Investment Group, an estimated $9.34M sold.

Based on aggregated 13F filings for Q4 2020.