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iShares US Consumer Staples ETF

227 hedge funds and large institutions have $760M invested in iShares US Consumer Staples ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8% more capital invested

Capital invested by funds: $703M → $760M (+$57.1M)

8% more funds holding

Funds holding: 211227 (+16)

3.61% more ownership

Funds ownership: 160.27%163.88% (+3.6%)

Holders
227
Holders Change
+16
Holders Change %
+7.58%
% of All Funds
3.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
38
Increased
85
Reduced
49
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEM
51
Fulcrum Equity Management
Texas
$2.72M -$42.8K -651 -1%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.72M +$882K +13,437 +42%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$2.52M +$1.04M +15,822 +60%
TC
54
TAP Consulting
Missouri
$2.5M +$2.73M +41,628 New
APW
55
Aurora Private Wealth
New Jersey
$2.47M +$154K +2,346 +6%
FCFC
56
First Citizens Financial Corp
Iowa
$2.32M -$33.7K -513 -1%
SPIA
57
Steward Partners Investment Advisory
New York
$2.25M +$105K +1,593 +4%
KAS
58
Kestra Advisory Services
Texas
$2.24M +$259K +3,948 +12%
VA
59
Valmark Advisers
Ohio
$2.05M +$1.34M +20,460 +148%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$2.03M -$744K -11,337 -25%
AAS
61
Avantax Advisory Services
Texas
$1.94M +$126K +1,923 +6%
CA
62
Cetera Advisors
Colorado
$1.92M +$1.87M +28,530 +819%
JWCA
63
J.W. Cole Advisors
Florida
$1.84M +$101K +1,533 +5%
EL
64
Essex LLC
Illinois
$1.78M -$47.3K -720 -2%
Creative Planning
65
Creative Planning
Kansas
$1.77M -$17.7K -270 -0.9%
IWA
66
IBEX Wealth Advisors
New Jersey
$1.73M -$995K -15,150 -34%
CFGS
67
Concourse Financial Group Securities
Alabama
$1.68M +$27.8K +423 +2%
LFASL
68
Lugano Financial Advisors SA (LFA)
Switzerland
$1.68M +$261K +3,975 +17%
TFA
69
Teamwork Financial Advisors
Texas
$1.6M -$11.8K -180 -0.7%
FPCP
70
Fort Point Capital Partners
California
$1.57M -$633K -9,633 -27%
CCG
71
Capital CS Group
California
$1.5M +$1.65M +25,080 New
IFG
72
Independent Financial Group
California
$1.45M +$585K +8,901 +58%
CA
73
Calton & Associates
Florida
$1.4M +$825K +12,561 +117%
AI
74
Atria Investments
North Carolina
$1.38M +$375K +5,715 +33%
Betterment LLC
75
Betterment LLC
New York
$1.28M