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iShares US Consumer Staples ETF

142 hedge funds and large institutions have $263M invested in iShares US Consumer Staples ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 36

6.51% less ownership

Funds ownership: 121.04%114.52% (-6.5%)

7% less funds holding

Funds holding: 152142 (-10)

16% less capital invested

Capital invested by funds: $314M → $263M (-$51M)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
142
Holders Change
-10
Holders Change %
-6.58%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
50
Reduced
36
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
51
Concord Wealth Partners
Virginia
$648K -$81.5K -1,356 -11%
TFF
52
The Family Firm
Maryland
$616K -$21.1K -351 -3%
CBA
53
Coastal Bridge Advisors
Connecticut
$597K
KPW
54
Kore Private Wealth
New York
$592K +$581K +9,663 New
LNC
55
Lincoln National Corp
Pennsylvania
$588K +$131K +2,181 +29%
NA
56
Navellier & Associates
Nevada
$547K +$536K +8,916 New
MIH
57
Meitav Investment House
Israel
$525K +$515K +8,565 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$521K +$497K +8,262 +3,279%
HighTower Advisors
59
HighTower Advisors
Illinois
$496K -$150K -2,487 -24%
BF
60
Blankinship & Foster
California
$489K -$8.3K -138 -2%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$484K +$144K +2,403 +44%
MA
62
Mutual Advisors
Nebraska
$479K +$8.84K +147 +2%
JWCA
63
J.W. Cole Advisors
Florida
$476K +$26.9K +447 +6%
Stifel Financial
64
Stifel Financial
Missouri
$458K -$3.07K -51 -0.7%
PIMG
65
Patriot Investment Management Group
Tennessee
$451K +$180 +3 +0%
CFB
66
Cullen/Frost Bankers
Texas
$441K
FWCM
67
Ferguson Wellman Capital Management
Oregon
$410K
GLLW
68
Graves Light Lenhart Wealth
Virginia
$408K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$407K +$29K +483 +8%
HNB
70
Huntington National Bank
Ohio
$369K
CA
71
Cetera Advisors
Colorado
$341K +$24.9K +414 +8%
APA
72
American Portfolios Advisors
New York
$337K +$10.1K +168 +3%
TRCT
73
Tower Research Capital (TRC)
New York
$335K -$353K -5,871 -52%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$335K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$315K +$2.89K +48 +0.9%