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iShares US Consumer Staples ETF

IYK

Market cap $1.36B

99 hedge funds and large institutions have $448M invested in iShares US Consumer Staples ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New

Increased

Maintained

Reduced

Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

10% more funds holding

Funds holding: 90 → 99 (+9)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

11.49% less ownership

Funds ownership: 181.56% → 170.07% (-11%)

13% less capital invested

Capital invested by funds: $514M → $448M (-$66M)

Holders

Holders Change

Holders Change %

+10%

% of All Funds

2.64%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.11%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	CIBC Asset Management Toronto, Ontario, Canada	+$14.9M
2	Goldman Sachs New York	+$5.61M
3	UCFA United Capital Financial Advisors Irving, Texas	+$4.32M
4	Jane Street New York	+$3.59M
5	Susquehanna International Group Bala Cynwyd, Pennsylvania	+$3.39M

Top Sellers

1	AssetMark Inc Concord, California	-$76.6M
2	LPL Financial San Diego, California	-$32.5M
3	Wells Fargo San Francisco, California	-$2.71M
4	BFA Beaumont Financial Advisors Needham, Massachusetts	-$2.68M
5	AI Atria Investments Charlotte, North Carolina	-$2.44M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
76	76 Thrivent Financial for Lutherans Minneapolis, Minnesota	$88K	–	–	–
77	ASN 77 Advisory Services Network Atlanta, Georgia	$69K	-$789	-21	-1%
78	78 Bank of Montreal Toronto, Ontario, Canada	$67K	-$564	-15	-0.9%
79	JIC 79 Joel Isaacson & Co New York	$49K	–	–	–
80	GAM 80 Gemmer Asset Management Walnut Creek, California	$34K	+$113	+3	+0.3%
81	WA 81 WFG Advisors Dallas, Texas	$30K	–	–	–
82	NCM 82 Nelson Capital Management Menlo Park, California	$28K	–	–	–
83	83 CAPTRUST Financial Advisors Raleigh, North Carolina	$26K	–	–	–
84	HFA 84 High Falls Advisors Rochester, New York	$20K	–	–	–
85	RFA 85 Reilly Financial Advisors La Mesa, California	$17K	-$12.6K	-336	-43%
86	HI 86 Hudock Inc Williamsport, Pennsylvania	$17K	–	–	–
87	NSIM 87 North Star Investment Management Chicago, Illinois	$17K	–	–	–
88	MWM 88 MinichMacGregor Wealth Management Saratoga Springs, New York	$16K	-$113	-3	-0.7%
89	NFG 89 Next Financial Group Houston, Texas	$16K	–	–	–
90	IF 90 Ironwood Financial Tucson, Arizona	$12K	–	–	–
91	CFA 91 Carroll Financial Associates Charlotte, North Carolina	$8K	–	–	–
92	LNB 92 Ledyard National Bank	$8K	–	–	–
93	93 SEI Investments Oaks, Pennsylvania	$8K	+$7.33K	+195	New
94	SF 94 Synovus Financial Columbus, Georgia	$7K	+$7.1K	+189	New
95	95 US Bancorp Minneapolis, Minnesota	$6K	–	–	–
96	96 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$5K	+$4.96K	+132	New
97	IWMPD 97 Integrated Wealth Management (Palm Desert) Palm Desert, California	$5K	+$5.07K	+135	New
98	GI 98 Gradient Investments Arden Hills, Minnesota	$4K	+$3.61K	+96	New
99	WP 99 WealthPLAN Partners Omaha, Nebraska	$58	+$56.5K	+1,503	New
100	AI 100 Atria Investments Charlotte, North Carolina	–	-$2.44M	-65,127	Closed