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iShares US Consumer Staples ETF

227 hedge funds and large institutions have $760M invested in iShares US Consumer Staples ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8% more capital invested

Capital invested by funds: $703M → $760M (+$57.1M)

8% more funds holding

Funds holding: 211227 (+16)

3.61% more ownership

Funds ownership: 160.27%163.88% (+3.6%)

Holders
227
Holders Change
+16
Holders Change %
+7.58%
% of All Funds
3.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
38
Increased
85
Reduced
49
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$6.96M -$41.8K -636 -0.5%
WWM
27
WJ Wealth Management
Arizona
$6.81M +$2.51M +38,214 +51%
PFS
28
Prospera Financial Services
Texas
$6.75M +$2.46M +37,461 +50%
UCFA
29
United Capital Financial Advisors
Texas
$5.52M -$134K -2,043 -2%
AWM
30
AE Wealth Management
Kansas
$5.43M +$77.2K +1,176 +1%
FIM
31
Fernwood Investment Management
Massachusetts
$4.98M -$95.5K -1,455 -2%
Prudential Financial
32
Prudential Financial
New Jersey
$4.65M -$304K -4,632 -6%
Two Sigma Investments
33
Two Sigma Investments
New York
$4.39M +$3.09M +47,100 +180%
BCM
34
Brookstone Capital Management
Illinois
$4.26M -$370K -5,637 -7%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$3.69M +$954K +14,523 +31%
AAS
36
Ameritas Advisory Services
Nebraska
$3.59M +$229K +3,489 +6%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$3.39M +$3.72M +56,610 New
Two Sigma Advisers
38
Two Sigma Advisers
New York
$3.38M +$1.56M +23,700 +72%
HI
39
Harbour Investments
Wisconsin
$3.37M
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$3.36M +$3.68M +56,049 New
PPWM
41
PFG Private Wealth Management
Florida
$3.34M +$3.66M +55,758 New
KNW
42
Kesler Norman & Wride
Utah
$3.31M +$550K +8,379 +18%
NA
43
NewEdge Advisors
Louisiana
$3.24M +$316K +4,806 +10%
NMG
44
New Millennium Group
Utah
$3.17M -$236K -3,597 -6%
CCT
45
Chemung Canal Trust
New York
$3.16M +$124K +1,890 +4%
CCA
46
Conservest Capital Advisors
Pennsylvania
$3.08M -$3.39M -51,681 Closed
Truist Financial
47
Truist Financial
North Carolina
$2.98M -$1.24M -18,909 -28%
EH
48
Equitable Holdings
New York
$2.98M -$97.7K -1,488 -3%
WDL
49
Well Done LLC
Michigan
$2.97M +$3.26M +49,620 New
WIP
50
WealthCare Investment Partners
Rhode Island
$2.73M +$1.46M +22,245 +95%