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iShares US Consumer Staples ETF
IYK

187 hedge funds and large institutions have $463M invested in iShares US Consumer Staples ETF in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 15

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

59% more capital invested

Capital invested by funds: $291M → $463M (+$172M)

30.64% more ownership

Funds ownership: 113.47% → 144.11% (+31%)

13% more funds holding

Funds holding: 165 → 187 (+22)

Holders
187
Holders Change
+22
Holders Change %
+13.33%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
61
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$24.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.5M
3
CIAS
CFS Investment Advisory Services
New Jersey
+$18M
4
BWM
Bulltick Wealth Management
Florida
+$12.1M
5
MCC
Money Concepts Capital
Florida
+$10.2M

Top Sellers

1
SAM
Synergy Asset Management
Washington
-$5.24M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.24M
3
DFG
Demars Financial Group
Washington
-$2.17M
4
NA
NewEdge Advisors
Louisiana
-$1.67M
5
Citigroup
Citigroup
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$1.25M +$174K +2,613 +16%
JP Morgan Chase
52
JP Morgan Chase
New York
$1.25M -$21K -315 -2%
PWM
53
Penobscot Wealth Management
Maine
$1.23M +$1.23M +18,477 New
AI
54
Atria Investments
North Carolina
$1.23M +$1.23M +18,438 New
Citadel Advisors
55
Citadel Advisors
Florida
$1.19M -$3.24M -48,591 -73%
SB
56
Simmons Bank
Arkansas
$1.09M -$55K -825 -5%
CFG
57
CMC Financial Group
Georgia
$1.09M +$1.06M +15,900 New
Bessemer Group
58
Bessemer Group
New Jersey
$1.06M – – –
PAG
59
Private Advisor Group
New Jersey
$1M +$1.4K +21 +0.1%
COCM
60
Charter Oak Capital Management
New Hampshire
$1M +$30.8K +462 +3%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$998K +$995K +14,940 New
MA
62
Mutual Advisors
Nebraska
$949K +$428K +6,420 +82%
CAN
63
Cetera Advisor Networks
California
$945K +$296K +4,449 +46%
CFD
64
Creative Financial Designs
Indiana
$921K +$658K +9,885 +253%
GT
65
Glenview Trust
Kentucky
$894K -$23K -345 -3%
Creative Planning
66
Creative Planning
Kansas
$887K +$571K +8,574 +182%
DC
67
Davenport & Co
Virginia
$862K -$182K -2,739 -18%
EH
68
Equitable Holdings
New York
$842K +$59K +885 +8%
SCA
69
Stillwater Capital Advisors
Pennsylvania
$823K -$8.99K -135 -1%
Citigroup
70
Citigroup
New York
$761K -$1.18M -17,694 -61%
HighTower Advisors
71
HighTower Advisors
Illinois
$734K +$40.2K +603 +6%
GWM
72
Geneos Wealth Management
Colorado
$724K – – –
TFA
73
Teamwork Financial Advisors
Texas
$722K +$720K +10,803 New
Stifel Financial
74
Stifel Financial
Missouri
$695K +$178K +2,673 +35%
HNB
75
Huntington National Bank
Ohio
$690K – – –
1 2
3
4 5

IYK Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2022, worth a combined $463M — up 59% from $291M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IYK positions and 15 closed out — a net gain of 28 holders — while 61 added to existing stakes and 35 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $24.8M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $5.24M sold.

  • 187 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2022, up from 165 in Q4 2021.
  • Funds reported $463M of iShares US Consumer Staples ETF stock for Q1 2022, up 59% quarter-over-quarter.
  • 43 funds opened new iShares US Consumer Staples ETF positions in Q1 2022 and 15 closed out, a net change of +28 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q1 2022 was Bank of Montreal, an estimated $24.8M added.
  • The largest iShares US Consumer Staples ETF seller in Q1 2022 was Synergy Asset Management, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2022.