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iShares US Consumer Staples ETF
IYK

Overview Fund Activity

71 hedge funds and large institutions have $214M invested in iShares US Consumer Staples ETF in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 3 closing their positions.

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
21
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.5M
3
BTS
3
BB&T Securities
Virginia
$16.6M
4
SG Americas Securities
4
SG Americas Securities
New York
$4.31M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$2.61M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.42M
2
VKH
2
Virtu KCG Holdings
New York
$1.65M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.14M
4
LPL Financial
4
LPL Financial
California
$4.38M
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$124K 1,246 +14 +1%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$109K 1,094 -452 -29%
SFSIG
53
San Francisco Sentry Investment Group
California
$100K 1,005 – –
MFS
54
MSI Financial Services
Massachusetts
$99K 998 -76 -7%
WEC
55
Winslow Evans & Crocker
Massachusetts
$79.9K 805 +140 +21%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$73K 740 -2,754 -79%
US Bancorp
57
US Bancorp
Minnesota
$65K 650 – –
WRM
58
Westport Resources Management
Connecticut
$38K 385 – –
BRWA
59
B. Riley Wealth Advisors
Florida
$29.9K 301 +301 New
GAM
60
Gemmer Asset Management
California
$29K 289 +289 New
NCM
61
Nelson Capital Management
California
$24K 240 +240 New
Citigroup
62
Citigroup
New York
$20K 197 -170 -46%
WA
63
Waverly Advisors
Alabama
$19K 193 +193 New
RFA
64
Reilly Financial Advisors
California
$15K 150 – –
NSIM
65
North Star Investment Management
Illinois
$15K 150 – –
LNB
66
Ledyard National Bank
$14K 140 – –
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$12.4K 125 -350 -74%
RIA
68
Regal Investment Advisors
Michigan
$9K 95 – –
PAS
69
Partnervest Advisory Services
California
$9K 90 – –
DAM
70
Delta Asset Management
Tennessee
$3K 28 – –
BRWM
71
B. Riley Wealth Management
Tennessee
$2K 30 – –
SCP
72
Syntal Capital Partners
Texas
– – -17,108 Closed
CS
73
Credit Suisse
Switzerland
– – -5,198 Closed
PFA
74
Paradigm Financial Advisors
Missouri
– – -305 Closed
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
– – – –
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