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iShares US Consumer Staples ETF
IYK

233 hedge funds and large institutions have $673M invested in iShares US Consumer Staples ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

140.34% more ownership

Funds ownership: 48.19% → 188.52% (+140%)

16% more capital invested

Capital invested by funds: $582M → $673M (+$91.2M)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding

Funds holding: 232 → 233 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

Holders
233
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
65
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$1.85B
2
Ameriprise
Ameriprise
Minnesota
+$31.3M
3
Fidelity International
Fidelity International
Bermuda
+$27.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$6.9M
5
BA
Bellwether Advisors
Nebraska
+$3.83M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.54M
2
Wells Fargo
Wells Fargo
California
-$4.3M
3
Jane Street
Jane Street
New York
-$2.24M
4
PCP
Perbak Capital Partners
United Kingdom
-$2.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
26
Rehmann Capital Advisory Group
Michigan
$3.33M -$1.15M -16,618 -26%
CCA
27
Conservest Capital Advisors
Pennsylvania
$3.28M – – –
FCFC
28
First Citizens Financial Corp
Iowa
$3.2M -$1.31K -19 -0%
PS
29
Principal Securities
Iowa
$3.11M +$499K +7,237 +20%
WSFG
30
Wall Street Financial Group
Illinois
$2.9M +$1.23M +17,857 +77%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.61M -$451K -6,546 -15%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$2.39M +$659K +9,549 +39%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.05M -$49.3K -715 -2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.01M +$1.39M +20,169 +245%
MCC
35
Money Concepts Capital
Florida
$1.92M -$212K -3,069 -10%
ASN
36
Advisory Services Network
Georgia
$1.85M – – –
MGIA
37
Matthew Goff Investment Advisor
Texas
$1.81M +$103K +1,496 +6%
WAM
38
Wakefield Asset Management
Colorado
$1.77M +$7.45K +108 +0.4%
EH
39
Equitable Holdings
New York
$1.7M -$1.38M -20,053 -45%
CCT
40
Chemung Canal Trust
New York
$1.66M -$588K -8,520 -27%
Creative Planning
41
Creative Planning
Kansas
$1.65M -$140K -2,032 -8%
AAS
42
Avantax Advisory Services
Texas
$1.61M -$29.3K -425 -2%
GT
43
Glenview Trust
Kentucky
$1.58M -$7.31K -106 -0.5%
PJSIMP
44
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.54M -$31.2K -453 -2%
PAG
45
Private Advisor Group
New Jersey
$1.5M -$532K -7,709 -27%
OIA
46
OneDigital Investment Advisors
Kansas
$1.46M +$1.43M +20,707 New
SPIA
47
Steward Partners Investment Advisory
New York
$1.42M +$23K +333 +2%
BRWA
48
B. Riley Wealth Advisors
Florida
$1.38M +$289K +4,187 +27%
JP Morgan Chase
49
JP Morgan Chase
New York
$1.3M -$91.9K -1,333 -7%
WC
50
Waterloo Capital
Texas
$1.27M +$12.3K +178 +1%
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IYK Hedge Fund Activity: Q3 2024 in Review

233 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2024, worth a combined $673M — up 16% from $582M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IYK positions and 22 closed out — a net gain of 2 holders — while 65 added to existing stakes and 75 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.85B. The largest seller was Commonwealth Equity Services, cutting an estimated $6.54M.

  • 233 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2024, up from 232 in Q2 2024.
  • Funds reported $673M of iShares US Consumer Staples ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 24 funds opened new iShares US Consumer Staples ETF positions in Q3 2024 and 22 closed out, a net change of +2 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $1.85B added.
  • The largest iShares US Consumer Staples ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $6.54M sold.

Based on aggregated 13F filings for Q3 2024.