We are live on ! Find out more
IYK icon

iShares US Consumer Staples ETF

152 hedge funds and large institutions have $314M invested in iShares US Consumer Staples ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

7% more funds holding

Funds holding: 142152 (+10)

3% more capital invested

Capital invested by funds: $306M → $314M (+$8.63M)

3.28% less ownership

Funds ownership: 124.31%121.04% (-3.3%)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
152
Holders Change
+10
Holders Change %
+7.04%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
38
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
26
RiverFront Investment Group
Virginia
$2.78M -$45.3K -774 -2%
FCFC
27
First Citizens Financial Corp
Iowa
$2.3M -$123K -2,106 -5%
Truist Financial
28
Truist Financial
North Carolina
$2.16M +$323K +5,511 +18%
KA
29
Kovack Advisors
Florida
$1.9M +$1.89M +32,196 New
CS
30
Credit Suisse
Switzerland
$1.87M -$1.98M -33,855 -52%
DFG
31
Demars Financial Group
Washington
$1.84M -$80.8K -1,380 -4%
SG
32
StoneX Group
New York
$1.78M +$1.77M +30,246 New
APW
33
Aurora Private Wealth
New Jersey
$1.6M +$1.38M +23,490 +639%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.55M -$6.56M -111,981 -81%
NA
35
NewEdge Advisors
Louisiana
$1.55M +$23.9K +408 +2%
GC
36
Grace Capital
Massachusetts
$1.52M
SFPG
37
Stonebridge Financial Planning Group
Florida
$1.39M -$7.03K -120 -0.5%
OWA
38
Outlook Wealth Advisors
Texas
$1.23M +$15.1K +258 +1%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.23M +$57.4K +981 +5%
PAG
40
Private Advisor Group
New Jersey
$1.2M +$7.2K +123 +0.6%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.12M +$969K +16,548 +682%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.11M +$526K +8,976 +92%
KAS
43
Kestra Advisory Services
Texas
$1.09M -$3.11M -53,106 -74%
GT
44
Glenview Trust
Kentucky
$1.09M -$81.5K -1,392 -7%
MCC
45
Money Concepts Capital
Florida
$1.07M +$1.06M +18,150 New
SB
46
Simmons Bank
Arkansas
$1.01M -$9.48K -162 -0.9%
Bessemer Group
47
Bessemer Group
New Jersey
$939K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$907K -$4.08M -69,699 -82%
COCM
49
Charter Oak Capital Management
New Hampshire
$876K +$10.2K +174 +1%
SCA
50
Stillwater Capital Advisors
Pennsylvania
$869K -$375K -6,405 -30%