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iShares US Consumer Staples ETF

102 hedge funds and large institutions have $222M invested in iShares US Consumer Staples ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

21% more capital invested

Capital invested by funds: $183M → $222M (+$39.2M)

7.57% more ownership

Funds ownership: 119.81%127.38% (+7.6%)

4% more funds holding

Funds holding: 98102 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
23
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.6K
ASN
77
Advisory Services Network
Georgia
$62K
RFC
78
Regions Financial Corp
Alabama
$59K -$1.08K -27 -2%
APA
79
American Portfolios Advisors
New York
$37.4K +$19.8K +495 +110%
YWP
80
YorkBridge Wealth Partners
New York
$36K
GAM
81
Gemmer Asset Management
California
$35K +$120 +3 +0.3%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$32K
NCM
83
Nelson Capital Management
California
$29K
Citigroup
84
Citigroup
New York
$28K
FHA
85
First Horizon Advisors
Tennessee
$25K
CFA
86
Carroll Financial Associates
North Carolina
$20K
WCM
87
Whitener Capital Management
North Carolina
$20K +$21K +525 New
NSIM
88
North Star Investment Management
Illinois
$18K
RFA
89
Reilly Financial Advisors
California
$18K
AA
90
Ancora Advisors
Ohio
$17K +$16.8K +420 New
FHA
91
Flagship Harbor Advisors
Massachusetts
$13K
SWP
92
Strategic Wealth Partners
Ohio
$13K
BWM
93
Baystate Wealth Management
Massachusetts
$12K
IF
94
Ironwood Financial
Arizona
$12K
SWM
95
SeaCrest Wealth Management
New York
$12K
LNB
96
Ledyard National Bank
$8K
GRP
97
Global Retirement Partners
California
$6K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$5K
AIM
99
Advantage Investment Management
Iowa
$2K
AF
100
Advisornet Financial
Minnesota
$1K