We are live on ! Find out more
IYK icon

iShares US Consumer Staples ETF

96 hedge funds and large institutions have $370M invested in iShares US Consumer Staples ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.28% more ownership

Funds ownership: 170.07%172.35% (+2.3%)

3% less funds holding

Funds holding: 9996 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

17% less capital invested

Capital invested by funds: $448M → $370M (-$78.2M)

40% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 42

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
96
Holders Change
-3
Holders Change %
-3.03%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
11
Increased
25
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
51
Suntrust Banks
Georgia
$441K -$322K -8,334 -42%
IFS
52
Ifrah Financial Services
Arkansas
$419K -$11.1K -288 -3%
FAAS
53
First Allied Advisory Services
California
$409K
Stifel Financial
54
Stifel Financial
Missouri
$393K -$308K -7,953 -43%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$392K +$331K +8,550 +489%
AW
56
ACG Wealth
Georgia
$360K +$126K +3,249 +52%
SPC
57
Sigma Planning Corp
Michigan
$327K -$209K -5,394 -39%
MBT
58
Monroe Bank & Trust
Michigan
$315K
HNB
59
Huntington National Bank
Ohio
$313K
PFS
60
Prospera Financial Services
Texas
$306K +$101K +2,607 +48%
TRCT
61
Tower Research Capital (TRC)
New York
$287K -$393K -10,158 -57%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$272K +$64.8K +1,674 +30%
NPC
63
National Planning Corporation
California
$223K +$30.5K +789 +15%
JP Morgan Chase
64
JP Morgan Chase
New York
$221K -$116 -3 -0.1%
SCG
65
Sonata Capital Group
Washington
$216K
DC
66
Davenport & Co
Virginia
$214K +$218K +5,631 New
Creative Planning
67
Creative Planning
Kansas
$169K +$29K +750 +20%
SSB
68
Sandy Spring Bank
Maryland
$141K
PSUF
69
People's United Financial
Connecticut
$139K -$11.6K -300 -8%
LWM
70
LBA Wealth Management
Florida
$130K
WEC
71
Winslow Evans & Crocker
Massachusetts
$129K -$3.02K -78 -2%
CWM
72
Concert Wealth Management
California
$102K +$104K +2,700 New
MCM
73
Manchester Capital Management
Vermont
$99K
IA
74
IFP Advisors
Florida
$94K -$55K -1,422 -36%
ASN
75
Advisory Services Network
Georgia
$60K -$8.7K -225 -13%