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iShares US Consumer Staples ETF
IYK

230 hedge funds and large institutions have $687M invested in iShares US Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 241 → 230 (-11)

7% less capital invested

Capital invested by funds: $742M → $687M (-$55.1M)

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 87

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

122.14% less ownership

Funds ownership: 173.26% → 51.12% (-122%)

Holders
230
Holders Change
-11
Holders Change %
-4.56%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
64
Reduced
87
Closed
29
Calls
$703K
Puts
–
Net Calls
+$703K
Net Calls Change
+$147K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$44.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.19M
3
BA
Bellwether Advisors
Nebraska
+$4.25M
4
GWA
GGM Wealth Advisors
Maryland
+$3.82M
5
LPL Financial
LPL Financial
California
+$3.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$81.2M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$33.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$7.74M
4
CW
Connectus Wealth
Ohio
-$7.66M
5
Wells Fargo
Wells Fargo
California
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Cetera Advisors
Colorado
$1.49M +$800K +12,276 +126%
WA
52
Wealthstar Advisors
Texas
$1.47M +$1.42M +21,789 New
PAG
53
Private Advisor Group
New Jersey
$1.45M -$571K -8,764 -29%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$1.39M +$1.34M +20,598 New
KAS
55
Kestra Advisory Services
Texas
$1.33M +$330K +5,060 +35%
Citadel Advisors
56
Citadel Advisors
Florida
$1.32M -$7.74M -118,684 -86%
MGIA
57
Matthew Goff Investment Advisor
Texas
$1.31M +$597K +9,165 +89%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$1.29M -$486K -7,452 -28%
SFPG
59
Stonebridge Financial Planning Group
Florida
$1.28M +$326 +5 +0%
WC
60
Waterloo Capital
Texas
$1.28M -$1.14M -17,497 -48%
NA
61
NewEdge Advisors
Louisiana
$1.27M -$12K -184 -1%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$1.22M +$12.3K +188 +1%
TFS
63
Thoroughbred Financial Services
Tennessee
$1.2M -$285K -4,365 -20%
Corient Private Wealth
64
Corient Private Wealth
Florida
$1.18M +$77.5K +1,189 +7%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$1.16M +$372K +5,700 +50%
Stifel Financial
66
Stifel Financial
Missouri
$1.16M -$3.29M -50,444 -75%
HNB
67
Huntington National Bank
Ohio
$1.15M – – –
IWM
68
IHT Wealth Management
Illinois
$1.14M +$662K +10,156 +152%
Truist Financial
69
Truist Financial
North Carolina
$1.08M -$729K -11,181 -41%
MFG
70
Merit Financial Group
Georgia
$1.04M +$1.02M +15,601 New
HCC
71
Hirtle Callaghan & Co
Pennsylvania
$1.01M – – –
DADC
72
D.A. Davidson & Co
Montana
$1.01M +$428K +6,561 +79%
PMAM
73
Picton Mahoney Asset Management
Ontario, Canada
$1M +$965K +14,800 New
EL
74
Essex LLC
Illinois
$991K -$35.6K -546 -4%
KF
75
KKM Financial
Illinois
$989K -$403K -6,177 -30%
1 2
3
4 5

IYK Hedge Fund Activity: Q1 2024 in Review

230 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2024, worth a combined $687M — down 7.4% from $742M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of IYK and 21 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 64 added.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $44.5M. The largest seller was Morgan Stanley, cutting an estimated $81.2M.

  • 230 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2024, down from 241 in Q4 2023.
  • Funds reported $687M of iShares US Consumer Staples ETF stock for Q1 2024, down 7.4% quarter-over-quarter.
  • 21 funds opened new iShares US Consumer Staples ETF positions in Q1 2024 and 29 closed out, a net change of -8 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $44.5M added.
  • The largest iShares US Consumer Staples ETF seller in Q1 2024 was Morgan Stanley, an estimated $81.2M sold.

Based on aggregated 13F filings for Q1 2024.