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iShares US Consumer Staples ETF
IYK

142 hedge funds and large institutions have $306M invested in iShares US Consumer Staples ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

30% more capital invested

Capital invested by funds: $235M → $306M (+$70.7M)

10% more funds holding

Funds holding: 129 → 142 (+13)

1.48% more ownership

Funds ownership: 122.83% → 124.31% (+1.5%)

Holders
142
Holders Change
+13
Holders Change %
+10.08%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
45
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$8.92M
2
FI
FormulaFolio Investments
Michigan
+$6.44M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.62M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.17M
5
KAS
Kestra Advisory Services
Texas
+$3.79M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$9.34M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$7.61M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.81M
4
RJA
Raymond James & Associates
Florida
-$3.78M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$757K -$83.6K -1,575 -11%
CAG
52
Csenge Advisory Group
Florida
$639K +$7.64K +144 +1%
WAM
53
WNY Asset Management
New York
$621K +$570K +10,737 New
TFF
54
The Family Firm
Maryland
$612K +$2.07K +39 +0.4%
HighTower Advisors
55
HighTower Advisors
Illinois
$611K +$41.1K +774 +8%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$567K +$33.3K +627 +7%
CBA
57
Coastal Bridge Advisors
Connecticut
$563K – – –
PCH
58
PGIM Custom Harvest
New Jersey
$551K +$506K +9,528 New
PIMG
59
Patriot Investment Management Group
Tennessee
$540K – – –
SI
60
Stephens Inc
Arkansas
$500K +$207K +3,903 +82%
BF
61
Blankinship & Foster
California
$469K +$1.27K +24 +0.3%
Stifel Financial
62
Stifel Financial
Missouri
$468K -$84.5K -1,593 -16%
MA
63
Mutual Advisors
Nebraska
$449K +$34.1K +642 +9%
LNC
64
Lincoln National Corp
Pennsylvania
$449K +$50.6K +954 +14%
CFB
65
Cullen/Frost Bankers
Texas
$416K – – –
SG Americas Securities
66
SG Americas Securities
New York
$410K +$376K +7,086 New
FWCM
67
Ferguson Wellman Capital Management
Oregon
$387K -$25.5K -480 -7%
GLLW
68
Graves Light Lenhart Wealth
Virginia
$384K – – –
MSAM
69
Moloney Securities Asset Management
Missouri
$377K +$346K +6,525 New
FFN
70
Focus Financial Network
Minnesota
$370K +$339K +6,396 New
SPC
71
Sigma Planning Corp
Michigan
$364K +$86.9K +1,638 +35%
BBHC
72
Brown Brothers Harriman & Co
New York
$347K +$318K +6,000 New
HIS
73
Harvest Investment Services
Illinois
$336K -$52.1K -981 -14%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$335K – – –
Bank of Nova Scotia
75
Bank of Nova Scotia
Ontario, Canada
$327K – – –
1 2
3
4 5

IYK Hedge Fund Activity: Q4 2020 in Review

142 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q4 2020, worth a combined $306M — up 30% from $235M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYK positions and 13 closed out — a net gain of 16 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $8.92M. The largest seller was RiverFront Investment Group, cutting an estimated $9.34M.

  • 142 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q4 2020, up from 129 in Q3 2020.
  • Funds reported $306M of iShares US Consumer Staples ETF stock for Q4 2020, up 30% quarter-over-quarter.
  • 29 funds opened new iShares US Consumer Staples ETF positions in Q4 2020 and 13 closed out, a net change of +16 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q4 2020 was Goldman Sachs, an estimated $8.92M added.
  • The largest iShares US Consumer Staples ETF seller in Q4 2020 was RiverFront Investment Group, an estimated $9.34M sold.

Based on aggregated 13F filings for Q4 2020.