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iShares US Consumer Staples ETF
IYK

211 hedge funds and large institutions have $703M invested in iShares US Consumer Staples ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 1 → 8 (+7)

90% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 39

81% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 31

52% more capital invested

Capital invested by funds: $463M → $703M (+$240M)

16.16% more ownership

Funds ownership: 144.11% → 160.27% (+16%)

13% more funds holding

Funds holding: 187 → 211 (+24)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $430K

Holders
211
Holders Change
+24
Holders Change %
+12.83%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.13%
New
56
Increased
74
Reduced
39
Closed
31
Calls
–
Puts
$430K
Net Calls
-$430K
Net Calls Change
-$430K

Top Buyers

1
EF
Empowered Funds
Pennsylvania
+$41.9M
2
Bank of America
Bank of America
North Carolina
+$31.4M
3
Wells Fargo
Wells Fargo
California
+$21M
4
LPL Financial
LPL Financial
California
+$20.1M
5
MWM
MinichMacGregor Wealth Management
New York
+$17.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$24M
2
BWM
Bulltick Wealth Management
Florida
-$12.1M
3
Goldman Sachs
Goldman Sachs
New York
-$8.95M
4
WA
Wealthstar Advisors
Texas
-$4.12M
5
FTUS
Flow Traders U.S.
New York
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$6.12M +$32.5K +483 +0.5%
AWM
27
AE Wealth Management
Kansas
$5.82M -$825K -12,270 -12%
FIM
28
Fernwood Investment Management
Massachusetts
$5.5M -$50.2K -747 -0.9%
Prudential Financial
29
Prudential Financial
New Jersey
$5.27M -$89.5K -1,332 -2%
BCM
30
Brookstone Capital Management
Illinois
$4.95M -$643K -9,570 -11%
WWM
31
WJ Wealth Management
Arizona
$4.92M +$5.08M +75,585 New
PFS
32
Prospera Financial Services
Texas
$4.88M +$77K +1,146 +2%
Truist Financial
33
Truist Financial
North Carolina
$4.46M -$1.14M -16,926 -20%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$4.02M +$3.15M +46,902 +314%
NMG
35
New Millennium Group
Utah
$3.67M -$1.5M -22,248 -28%
AAS
36
Ameritas Advisory Services
Nebraska
$3.67M +$3.42M +50,883 +913%
KA
37
Kovack Advisors
Florida
$3.51M +$3.2M +47,586 +733%
HI
38
Harbour Investments
Wisconsin
$3.37M +$3.49M +51,906 New
CCA
39
Conservest Capital Advisors
Pennsylvania
$3.36M -$3.02K -45 -0.1%
EH
40
Equitable Holdings
New York
$3.33M +$2.59M +38,589 +306%
CCT
41
Chemung Canal Trust
New York
$3.3M +$3.41M +50,799 New
NA
42
NewEdge Advisors
Louisiana
$3.21M +$3.31M +49,317 New
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$3.06M +$3.17M +47,109 New
KNW
44
Kesler Norman & Wride
Utah
$3.05M +$3.15M +46,926 New
Allianz Asset Management
45
Allianz Asset Management
Germany
$3.01M +$1.61M +23,970 +107%
FEM
46
Fulcrum Equity Management
Texas
$2.99M +$349K +5,196 +13%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$2.94M +$888K +13,218 +41%
IWA
48
IBEX Wealth Advisors
New Jersey
$2.86M -$72.6K -1,080 -2%
FHC
49
First Heartland Consultants
Missouri
$2.58M -$137K -2,043 -5%
FCFC
50
First Citizens Financial Corp
Iowa
$2.55M -$56.1K -834 -2%
1
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3 4 5

IYK Hedge Fund Activity: Q2 2022 in Review

211 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q2 2022, worth a combined $703M — up 52% from $463M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYK positions and 31 closed out — a net gain of 25 holders — while 74 added to existing stakes and 39 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $41.9M. The largest seller was Bank of Montreal, cutting an estimated $24M.

  • 211 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q2 2022, up from 187 in Q1 2022.
  • Funds reported $703M of iShares US Consumer Staples ETF stock for Q2 2022, up 52% quarter-over-quarter.
  • 56 funds opened new iShares US Consumer Staples ETF positions in Q2 2022 and 31 closed out, a net change of +25 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q2 2022 was Empowered Funds, an estimated $41.9M added.
  • The largest iShares US Consumer Staples ETF seller in Q2 2022 was Bank of Montreal, an estimated $24M sold.

Based on aggregated 13F filings for Q2 2022.