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iShares US Consumer Staples ETF

89 hedge funds and large institutions have $300M invested in iShares US Consumer Staples ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $289M → $300M (+$11.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1.63% less ownership

Funds ownership: 159.27%157.64% (-1.6%)

3% less funds holding

Funds holding: 9289 (-3)

35% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 34

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
22
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$294K -$130K -3,354 -31%
DC
52
Davenport & Co
Virginia
$257K
HNB
53
Huntington National Bank
Ohio
$243K
Fidelity Investments
54
Fidelity Investments
Massachusetts
$237K -$13.6K -351 -6%
Creative Planning
55
Creative Planning
Kansas
$197K +$20.4K +525 +12%
ACM
56
AUA Capital Management
Pennsylvania
$174K
SSB
57
Sandy Spring Bank
Maryland
$147K
SG Americas Securities
58
SG Americas Securities
New York
$140K -$524K -13,500 -79%
PSUF
59
People's United Financial
Connecticut
$129K
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$125K +$11.4K +294 +10%
LWM
61
LBA Wealth Management
Florida
$110K -$11.6K -300 -10%
MCM
62
Manchester Capital Management
Vermont
$103K
ASN
63
Advisory Services Network
Georgia
$62K +$61.1K +1,575 New
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$60K -$18.7K -483 -24%
IA
65
IFP Advisors
Florida
$56K -$4.19K -108 -7%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$56K
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$42K +$32.9K +849 +416%
YWP
68
YorkBridge Wealth Partners
New York
$35K
GAM
69
Gemmer Asset Management
California
$35K +$116 +3 +0.3%
Citigroup
70
Citigroup
New York
$28K
NCM
71
Nelson Capital Management
California
$28K
BTIS
72
BB&T Investment Services
North Carolina
$28K +$9.54K +246 +51%
IWM
73
IHT Wealth Management
Illinois
$26K -$138K -3,546 -83%
CLOS
74
Compagnie Lombard Odier SCmA
Switzerland
$24K
BGC
75
Blue Granite Capital
South Carolina
$18K