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iShares US Consumer Staples ETF
IYK

Overview Fund Activity

240 hedge funds and large institutions have $741M invested in iShares US Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 51 increasing their positions, 89 reducing their positions, and 40 closing their positions.

Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
48
Increased
51
Reduced
89
Closed
40
Calls
$556K
Puts
–
Net Calls
+$556K
Net Calls Change
+$556K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$136M
2
CW
2
Connectus Wealth
Ohio
$7.66M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.83M
4
WC
4
Waterloo Capital
Texas
$2.33M
5
LPL Financial
5
LPL Financial
California
$51.9M

Top Sellers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$33.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.7M
3
Bank of America
3
Bank of America
North Carolina
$40.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$844K
5
UBS Group
5
UBS Group
Switzerland
$31.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$4.36M 22,719 +9,586 +73%
Stifel Financial
27
Stifel Financial
Missouri
$4.32M 22,510 -45,961 -67%
RCAG
28
Rehmann Capital Advisory Group
Michigan
$4.05M 21,120 +1,706 +9%
AWM
29
AE Wealth Management
Kansas
$3.59M 18,682 +3,607 +24%
RJA
30
Raymond James & Associates
Florida
$3.26M 17,011 -19,214 -53%
MOS
31
MGO One Seven
Ohio
$3.19M 16,665 -3,702 -18%
AAS
32
Avantax Advisory Services
Texas
$3.17M 16,523 -1,472 -8%
CCA
33
Conservest Capital Advisors
Pennsylvania
$3.14M 16,376 -342 -2%
ASN
34
Advisory Services Network
Georgia
$2.91M 15,205 +3,897 +34%
FCFC
35
First Citizens Financial Corp
Iowa
$2.91M 15,168 +35 +0.2%
GWM
36
Geneos Wealth Management
Colorado
$2.69M 14,038 +34 +0.2%
EH
37
Equitable Holdings
New York
$2.67M 13,924 -4,765 -25%
PS
38
Principal Securities
Iowa
$2.67M 13,923 +13,923 New
SA
39
SFI Advisors
New Jersey
$2.52M 13,167 -4,365 -25%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$2.48M 12,950 -1,441 -10%
CFGS
41
Concourse Financial Group Securities
Alabama
$2.42M 12,634 +320 +3%
PWM
42
Penobscot Wealth Management
Maine
$2.37M 12,342 +527 +4%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$2.34M 12,184 -13,507 -53%
WC
44
Waterloo Capital
Texas
$2.33M 12,149 +12,149 New
PAG
45
Private Advisor Group
New Jersey
$1.93M 10,067 +3,836 +62%
WAM
46
Wakefield Asset Management
Colorado
$1.89M 9,841 +9,841 New
LNC
47
Lincoln National Corp
Pennsylvania
$1.81M 9,440 -240 -2%
Truist Financial
48
Truist Financial
North Carolina
$1.74M 9,074 +219 +2%
SPIA
49
Steward Partners Investment Advisory
New York
$1.74M 9,064 -6,922 -43%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$1.71M 8,901 +1,375 +18%
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