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iShares US Consumer Staples ETF

242 hedge funds and large institutions have $984M invested in iShares US Consumer Staples ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.33% more ownership

Funds ownership: 176.3%178.63% (+2.3%)

4% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 81

7% less funds holding

Funds holding: 261242 (-19)

9% less capital invested

Capital invested by funds: $1.08B → $984M (-$98.4M)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

33% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 39

Holders
242
Holders Change
-19
Holders Change %
-7.28%
% of All Funds
3.86%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.21%
New
26
Increased
84
Reduced
81
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$3.03M -$436K -6,669 -13%
AAS
52
Ameritas Advisory Services
Nebraska
$3M -$869K -13,275 -23%
NA
53
NewEdge Advisors
Louisiana
$2.93M -$3.31M -50,613 -54%
CFO
54
Capitol Family Office
Oregon
$2.87M +$30.6K +468 +1%
TC
55
TAP Consulting
Missouri
$2.78M +$40.8K +624 +2%
UCFA
56
United Capital Financial Advisors
Texas
$2.67M -$3.42M -52,212 -57%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$2.65M +$1.56M +23,829 +147%
SPIA
58
Steward Partners Investment Advisory
New York
$2.49M +$21.4K +327 +0.9%
MCC
59
Money Concepts Capital
Florida
$2.46M +$28.6M +437,175 +198%
Marshall Wace
60
Marshall Wace
United Kingdom
$2.3M +$2.26M +34,596 New
CFGS
61
Concourse Financial Group Securities
Alabama
$2.29M +$9.03K +138 +0.4%
FFP
62
Forbes Financial Planning
Rhode Island
$2.21M +$2.18M +33,276 New
CA
63
Calton & Associates
Florida
$2.14M -$49.3K -753 -2%
CA
64
Cetera Advisors
Colorado
$2.07M -$1.98M -30,207 -49%
Creative Planning
65
Creative Planning
Kansas
$2M +$36.3K +555 +2%
EL
66
Essex LLC
Illinois
$1.96M
SA
67
SFI Advisors
New Jersey
$1.9M +$1.87M +28,617 New
Baird Financial Group
68
Baird Financial Group
Wisconsin
$1.85M -$923K -14,103 -34%
PWM
69
Penobscot Wealth Management
Maine
$1.69M +$143K +2,181 +9%
PJSIMP
70
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.57M +$755K +11,532 +102%
AI
71
Atria Investments
North Carolina
$1.56M +$148K +2,265 +11%
VCM
72
Virtue Capital Management
Tennessee
$1.55M +$1.5M +22,854 New
IFG
73
Independent Financial Group
California
$1.53M -$66K -1,008 -4%
CCG
74
Capital CS Group
California
$1.53M -$132K -2,010 -8%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$1.49M -$507K -7,740 -26%

IYK Hedge Fund Activity: Q1 2023 in Review

242 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2023, worth a combined $984M — down 9.1% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IYK and 26 opened new positions — a net loss of 13 holders — while 81 trimmed existing stakes and 84 added.

The largest buyer was Money Concepts Capital, adding an estimated $28.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $23.6M.

  • 242 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2023, down from 261 in Q4 2022.
  • Funds reported $984M of iShares US Consumer Staples ETF stock for Q1 2023, down 9.1% quarter-over-quarter.
  • 26 funds opened new iShares US Consumer Staples ETF positions in Q1 2023 and 39 closed out, a net change of -13 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $28.6M added.
  • The largest iShares US Consumer Staples ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2023.