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iShares US Consumer Staples ETF
IYK

Overview Fund Activity

69 hedge funds and large institutions have $222M invested in iShares US Consumer Staples ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
19
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$22.7M
2
QA
2
Quantitative Advantage
Minnesota
$11.1M
3
Citigroup
3
Citigroup
New York
$9.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$11.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.8M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$12.2M
2
BIM
2
BlackRock Investment Management
Delaware
$0
3
BTS
3
BB&T Securities
Virginia
$11.7M
4
RJA
4
Raymond James & Associates
Florida
$2.89M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.48M
Name Market Value Shares Shares
Change 		Shares
Change %
SSB
51
Sandy Spring Bank
Maryland
$127K 1,286 – –
Creative Planning
52
Creative Planning
Kansas
$123K 1,246 – –
SFSIG
53
San Francisco Sentry Investment Group
California
$99K 1,005 – –
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$99K 993 +993 New
MFS
55
MSI Financial Services
Massachusetts
$88K 892 -106 -11%
WEC
56
Winslow Evans & Crocker
Massachusetts
$79.5K 806 +1 +0.1%
NFG
57
Next Financial Group
Texas
$65K 660 +660 New
WRM
58
Westport Resources Management
Connecticut
$38K 385 – –
WA
59
Waverly Advisors
Alabama
$34K 342 +149 +77%
CFA
60
Camarda Financial Advisors
Florida
$32K 327 +327 New
GAM
61
Gemmer Asset Management
California
$29K 289 – –
PIA
62
Peachtree Investment Advisors
Georgia
$27K 270 +270 New
NCM
63
Nelson Capital Management
California
$24K 240 – –
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$16K 164 -576 -78%
NSIM
65
North Star Investment Management
Illinois
$15K 150 – –
RFA
66
Reilly Financial Advisors
California
$15K 150 – –
LNB
67
Ledyard National Bank
$14K 140 – –
MPWT
68
MassMutual Private Wealth & Trust
Connecticut
$12.3K 125 – –
RIA
69
Regal Investment Advisors
Michigan
$9K 95 – –
US Bancorp
70
US Bancorp
Minnesota
$5K 50 -600 -92%
BIM
71
BlackRock Investment Management
Delaware
– – -59,864 Closed
VKH
72
Virtu KCG Holdings
New York
– – -16,577 Closed
MC
73
Moors & Cabot
Massachusetts
– – -3,350 Closed
CWM
74
Concert Wealth Management
California
– – -3,022 Closed
RJT
75
Raymond James Trust
Florida
– – -2,352 Closed
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3
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