iShares US Consumer Staples ETF
IYK
61 hedge funds and large institutions have $181M invested in iShares US Consumer Staples ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 1 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
22% more funds holding
Funds holding: 50 → 61 (+11)
1% more capital invested
Capital invested by funds: $179M → $181M (+$1.52M)
4.95% less ownership
Funds ownership: 114.36% → 109.41% (-5%)
Top Buyers
Top Sellers
| 1 |
SG Americas Securities
New York
|
-$17.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.61M |
| 3 |
Morgan Stanley
New York
|
-$1.28M |
| 4 |
JP Morgan Chase
New York
|
-$990K |
| 5 |
AIG
American International Group
New York
|
-$90.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
51
Advisory Services Network
Atlanta,
Georgia
| $50K | +$49K | +1,575 | New |
|
|
WRM
52
Westport Resources Management
Westport,
Connecticut
| $44K | – | – | – |
|
|
QCMC
53
Quantum Capital Management (California)
San Francisco,
California
| $43K | +$41.6K | +1,335 | New |
|
|
PFA
54
Paradigm Financial Advisors
Des Peres,
Missouri
| $29K | +$28.5K | +915 | New |
|
|
V
55
Veritable
Wilmington,
Delaware
| $24K | +$23.3K | +750 | New |
|
|
AA
56
AlphaMark Advisors
Ft. Wright,
Kentucky
| $20K | – | – | – |
|
57
Citigroup
New York
| $19K | -$4.67K | -150 | -20% |
|
|
RFA
58
Reilly Financial Advisors
La Mesa,
California
| $14K | – | – | – |
|
|
LNB
59
Ledyard National Bank
| $13K | -$9.34K | -300 | -42% |
|
|
PAS
60
Partnervest Advisory Services
Santa Barbara,
California
| $9K | – | – | – |
|
|
RIA
61
Regal Investment Advisors
Kentwood,
Michigan
| $9K | – | – | – |
|
|
DAM
62
Delta Asset Management
Memphis,
Tennessee
| $3K | – | – | – |
|
63
Invesco
Atlanta,
Georgia
| – | -$12K | -405 | Closed |
|
IYK Hedge Fund Activity: Q4 2013 in Review
61 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q4 2013, worth a combined $181M — up 0.85% from $179M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IYK positions and 1 closed out — a net gain of 13 holders — while 21 added to existing stakes and 14 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.78M. The largest seller was SG Americas Securities, cutting an estimated $17.8M.
- 61 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q4 2013, up from 50 in Q3 2013.
- Funds reported $181M of iShares US Consumer Staples ETF stock for Q4 2013, up 0.85% quarter-over-quarter.
- 14 funds opened new iShares US Consumer Staples ETF positions in Q4 2013 and 1 closed out, a net change of +13 holders.
- The largest iShares US Consumer Staples ETF buyer in Q4 2013 was Susquehanna International Group, an estimated $2.78M added.
- The largest iShares US Consumer Staples ETF seller in Q4 2013 was SG Americas Securities, an estimated $17.8M sold.
Based on aggregated 13F filings for Q4 2013.