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iShares US Consumer Staples ETF

85 hedge funds and large institutions have $289M invested in iShares US Consumer Staples ETF in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 8585 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

4% less capital invested

Capital invested by funds: $299M → $289M (-$10.5M)

3.44% less ownership

Funds ownership: 152.56%149.13% (-3.4%)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
24
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BKA
76
Brick & Kyle Associates
Pennsylvania
$14K
HI
77
Hudock Inc
Pennsylvania
$14K +$14.6K +414 New
MPWT
78
MassMutual Private Wealth & Trust
Connecticut
$12.3K
RIA
79
Regal Investment Advisors
Michigan
$9K
UFA
80
US Financial Advisors
Massachusetts
$8K
CFA
81
Carroll Financial Associates
North Carolina
$8K +$7.8K +222 New
LNB
82
Ledyard National Bank
$7K
US Bancorp
83
US Bancorp
Minnesota
$5K -$55.9K -1,590 -91%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.85K +81 New
ACM
85
Argentus Capital Management
Texas
$2K +$2.32K +66 New
CI
86
Clal Insurance
Israel
-$4.86M -138,915 Closed
CS
87
Comerica Securities
Michigan
-$804K -23,001 Closed
FIM
88
Freedom Investment Management
Connecticut
-$561K -16,056 Closed
ACM
89
Americafirst Capital Management
California
-$442K -12,654 Closed
MCM
90
Maryland Capital Management
Maryland
-$203K -5,805 Closed
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
-$201K -5,739 Closed
AP
92
Advisors Preferred
Maryland
-$63K -1,806 Closed
Invesco
93
Invesco
Georgia
-$30K -858 Closed
FMA
94
FNY Managed Accounts
New York
-$24.5K -702 Closed
BRWM
95
B. Riley Wealth Management
Tennessee
-$22K -630 Closed
NFG
96
Next Financial Group
Texas
-$15K -450 Closed
CCS
97
Crosspoint Capital Strategies
California
-$10K -300 Closed
1832 Asset Management
98
1832 Asset Management
Ontario, Canada
-$5K -135 Closed
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
-$4K -105 Closed