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iShares US Consumer Staples ETF
IYK

109 hedge funds and large institutions have $179M invested in iShares US Consumer Staples ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

10% more capital invested

Capital invested by funds: $163M → $179M (+$16.8M)

6.34% more ownership

Funds ownership: 105.33% → 111.67% (+6.3%)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 110 → 109 (-1)

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
29
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.38M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.87M
3
FEM
Fulcrum Equity Management
Texas
+$3.66M
4
CS
Credit Suisse
Switzerland
+$3.03M
5
SCP
Syntal Capital Partners
Texas
+$2.12M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$3.67M
2
AWM
AE Wealth Management
Kansas
-$3.5M
3
Wells Fargo
Wells Fargo
California
-$1.04M
4
PPA
Parametric Portfolio Associates
Washington
-$846K
5
AG
Advisor Group
Arizona
-$709K
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
51
Glenview Trust
Kentucky
$385K +$18.8K +456 +5%
CFB
52
Cullen/Frost Bankers
Texas
$379K – – –
MWP
53
MYCIO Wealth Partners
Pennsylvania
$375K – – –
PIMG
54
Patriot Investment Management Group
Tennessee
$369K +$124 +3 +0%
Stifel Financial
55
Stifel Financial
Missouri
$354K +$29.4K +711 +9%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$335K – – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$323K +$56.8K +1,374 +22%
AWM
58
AE Wealth Management
Kansas
$321K -$3.5M -84,663 -92%
CG
59
Colony Group
Massachusetts
$320K – – –
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$314K -$122K -2,949 -28%
William Blair & Company
61
William Blair & Company
Illinois
$283K – – –
MA
62
Mutual Advisors
Nebraska
$282K – – –
GLLW
63
Graves Light Lenhart Wealth
Virginia
$281K – – –
FMC
64
First Merchants Corp
Indiana
$270K +$265K +6,411 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$265K -$24.8K -600 -9%
MAP
66
Milestone Advisory Partners
North Carolina
$255K +$250K +6,051 New
SB
67
Suntrust Banks
Georgia
$249K -$3.72K -90 -1%
Bank of Nova Scotia
68
Bank of Nova Scotia
Ontario, Canada
$240K – – –
CA
69
Cetera Advisors
Colorado
$225K -$74.4K -1,800 -25%
HighTower Advisors
70
HighTower Advisors
Illinois
$222K +$218K +5,268 New
SPC
71
Sigma Planning Corp
Michigan
$218K +$496 +12 +0.2%
TRCT
72
Tower Research Capital (TRC)
New York
$170K +$161K +3,903 +3,098%
AIC
73
Archer Investment Corporation
Indiana
$143K – – –
Marshall Wace
74
Marshall Wace
United Kingdom
$134K +$131K +3,168 New
CAGAS
75
Capital Advisory Group Advisory Services
Minnesota
$133K -$2.73K -66 -2%
1 2
3
4 5

IYK Hedge Fund Activity: Q3 2019 in Review

109 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2019, worth a combined $179M — up 10% from $163M a quarter earlier.

Fund positioning in IYK was balanced in Q3 2019: 12 funds opened new positions, 12 closed out, 29 added to existing stakes and 28 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $4.38M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $3.67M sold.

  • 109 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2019, down from 110 in Q2 2019.
  • Funds reported $179M of iShares US Consumer Staples ETF stock for Q3 2019, up 10% quarter-over-quarter.
  • 12 funds opened new iShares US Consumer Staples ETF positions in Q3 2019 and 12 closed out, a net change of 0 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q3 2019 was Susquehanna International Group, an estimated $4.38M added.
  • The largest iShares US Consumer Staples ETF seller in Q3 2019 was Simplicity Solutions, an estimated $3.67M sold.

Based on aggregated 13F filings for Q3 2019.