We are live on ! Find out more
IYK icon

iShares US Consumer Staples ETF
IYK

211 hedge funds and large institutions have $703M invested in iShares US Consumer Staples ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 1 → 8 (+7)

90% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 39

81% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 31

52% more capital invested

Capital invested by funds: $463M → $703M (+$240M)

16.16% more ownership

Funds ownership: 144.11% → 160.27% (+16%)

13% more funds holding

Funds holding: 187 → 211 (+24)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $430K

Holders
211
Holders Change
+24
Holders Change %
+12.83%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.13%
New
56
Increased
74
Reduced
39
Closed
31
Calls
–
Puts
$430K
Net Calls
-$430K
Net Calls Change
-$430K

Top Buyers

1
EF
Empowered Funds
Pennsylvania
+$41.9M
2
Bank of America
Bank of America
North Carolina
+$31.4M
3
Wells Fargo
Wells Fargo
California
+$21M
4
LPL Financial
LPL Financial
California
+$20.1M
5
MWM
MinichMacGregor Wealth Management
New York
+$17.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$24M
2
BWM
Bulltick Wealth Management
Florida
-$12.1M
3
Goldman Sachs
Goldman Sachs
New York
-$8.95M
4
WA
Wealthstar Advisors
Texas
-$4.12M
5
FTUS
Flow Traders U.S.
New York
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
APW
51
Aurora Private Wealth
New Jersey
$2.53M +$104K +1,545 +4%
FPCP
52
Fort Point Capital Partners
California
$2.33M -$792K -11,784 -25%
SPIA
53
Steward Partners Investment Advisory
New York
$2.33M +$229K +3,408 +10%
MML Investors Services
54
MML Investors Services
Massachusetts
$2.29M +$719K +10,698 +44%
OPOWM
55
One Plus One Wealth Management
Florida
$2.19M +$2.27M +33,783 New
KAS
56
Kestra Advisory Services
Texas
$2.17M +$786K +11,700 +54%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$2.13M +$2.2M +32,700 New
Baird Financial Group
58
Baird Financial Group
Wisconsin
$2.08M +$2.15M +31,956 New
AAS
59
Avantax Advisory Services
Texas
$1.98M +$2.05M +30,450 New
EL
60
Essex LLC
Illinois
$1.98M -$59.5K -885 -3%
Creative Planning
61
Creative Planning
Kansas
$1.94M +$1.11M +16,530 +124%
JWCA
62
J.W. Cole Advisors
Florida
$1.9M +$168K +2,505 +9%
CFGS
63
Concourse Financial Group Securities
Alabama
$1.8M +$597K +8,877 +47%
TFA
64
Teamwork Financial Advisors
Texas
$1.74M +$1.08M +15,999 +148%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$1.71M +$1.29M +19,158 +269%
Two Sigma Investments
66
Two Sigma Investments
New York
$1.7M +$1.75M +26,100 New
RIA
67
Regal Investment Advisors
Michigan
$1.58M +$1.63M +24,306 New
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$1.56M +$46.6K +693 +3%
LFASL
69
Lugano Financial Advisors SA (LFA)
Switzerland
$1.56M +$1.61M +24,000 New
MFG
70
Merit Financial Group
Georgia
$1.53M +$1.59M +23,622 New
WIP
71
WealthCare Investment Partners
Rhode Island
$1.52M +$1.57M +23,370 New
SFPG
72
Stonebridge Financial Planning Group
Florida
$1.32M -$107K -1,599 -7%
PAG
73
Private Advisor Group
New Jersey
$1.32M +$358K +5,325 +35%
GWM
74
Geneos Wealth Management
Colorado
$1.28M +$581K +8,643 +80%
Betterment LLC
75
Betterment LLC
New York
$1.28M +$1.33M +19,761 New
1 2
3
4 5

IYK Hedge Fund Activity: Q2 2022 in Review

211 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q2 2022, worth a combined $703M — up 52% from $463M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYK positions and 31 closed out — a net gain of 25 holders — while 74 added to existing stakes and 39 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $41.9M. The largest seller was Bank of Montreal, cutting an estimated $24M.

  • 211 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q2 2022, up from 187 in Q1 2022.
  • Funds reported $703M of iShares US Consumer Staples ETF stock for Q2 2022, up 52% quarter-over-quarter.
  • 56 funds opened new iShares US Consumer Staples ETF positions in Q2 2022 and 31 closed out, a net change of +25 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q2 2022 was Empowered Funds, an estimated $41.9M added.
  • The largest iShares US Consumer Staples ETF seller in Q2 2022 was Bank of Montreal, an estimated $24M sold.

Based on aggregated 13F filings for Q2 2022.