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iShares US Consumer Staples ETF
IYK

187 hedge funds and large institutions have $463M invested in iShares US Consumer Staples ETF in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 15

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

59% more capital invested

Capital invested by funds: $291M → $463M (+$172M)

30.64% more ownership

Funds ownership: 113.47% → 144.11% (+31%)

13% more funds holding

Funds holding: 165 → 187 (+22)

Holders
187
Holders Change
+22
Holders Change %
+13.33%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
61
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$24.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.5M
3
CIAS
CFS Investment Advisory Services
New Jersey
+$18M
4
BWM
Bulltick Wealth Management
Florida
+$12.1M
5
MCC
Money Concepts Capital
Florida
+$10.2M

Top Sellers

1
SAM
Synergy Asset Management
Washington
-$5.24M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.24M
3
DFG
Demars Financial Group
Washington
-$2.17M
4
NA
NewEdge Advisors
Louisiana
-$1.67M
5
Citigroup
Citigroup
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
NMG
26
New Millennium Group
Utah
$5.26M +$5.25M +78,765 New
PFS
27
Prospera Financial Services
Texas
$4.94M +$4.65M +69,789 +1,649%
WA
28
Wealthstar Advisors
Texas
$4.12M +$4.12M +61,815 New
FTUS
29
Flow Traders U.S.
New York
$3.68M +$3.67M +55,137 New
CCA
30
Conservest Capital Advisors
Pennsylvania
$3.46M +$141K +2,112 +4%
FPCP
31
Fort Point Capital Partners
California
$3.18M +$3.18M +47,676 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$3.02M -$918K -13,788 -23%
IWA
33
IBEX Wealth Advisors
New Jersey
$3.01M +$3M +45,063 New
FHC
34
First Heartland Consultants
Missouri
$2.78M +$2.78M +41,685 New
FEM
35
Fulcrum Equity Management
Texas
$2.73M +$2.72M +40,869 New
FCFC
36
First Citizens Financial Corp
Iowa
$2.67M +$78.3K +1,176 +3%
APW
37
Aurora Private Wealth
New Jersey
$2.5M +$220K +3,309 +10%
SPIA
38
Steward Partners Investment Advisory
New York
$2.17M +$2.06M +30,852 +1,915%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$2.13M -$309K -4,638 -13%
EL
40
Essex LLC
Illinois
$2.09M -$82.9K -1,245 -4%
Bank of Nova Scotia
41
Bank of Nova Scotia
Ontario, Canada
$2.03M +$2.03M +30,450 New
JWCA
42
J.W. Cole Advisors
Florida
$1.78M +$138K +2,070 +8%
Renaissance Technologies
43
Renaissance Technologies
New York
$1.76M +$1.76M +26,400 New
MML Investors Services
44
MML Investors Services
Massachusetts
$1.64M -$90.1K -1,353 -5%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.56M +$19K +285 +1%
Allianz Asset Management
46
Allianz Asset Management
Germany
$1.49M +$1.49M +22,350 New
SFPG
47
Stonebridge Financial Planning Group
Florida
$1.47M -$15.2K -228 -1%
KAS
48
Kestra Advisory Services
Texas
$1.45M +$47.4K +711 +3%
SG
49
StoneX Group
New York
$1.43M -$162K -2,439 -10%
CMANY
50
Capital Management Associates (New York)
New York
$1.28M +$1.28M +19,200 New
1
2
3 4 5

IYK Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2022, worth a combined $463M — up 59% from $291M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IYK positions and 15 closed out — a net gain of 28 holders — while 61 added to existing stakes and 35 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $24.8M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $5.24M sold.

  • 187 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2022, up from 165 in Q4 2021.
  • Funds reported $463M of iShares US Consumer Staples ETF stock for Q1 2022, up 59% quarter-over-quarter.
  • 43 funds opened new iShares US Consumer Staples ETF positions in Q1 2022 and 15 closed out, a net change of +28 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q1 2022 was Bank of Montreal, an estimated $24.8M added.
  • The largest iShares US Consumer Staples ETF seller in Q1 2022 was Synergy Asset Management, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2022.