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iShares US Consumer Staples ETF

110 hedge funds and large institutions have $163M invested in iShares US Consumer Staples ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

8% more funds holding

Funds holding: 102110 (+8)

1% more capital invested

Capital invested by funds: $161M → $163M (+$2.02M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 105.8%105.33% (-0.47%)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
28
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
Manchester Capital Management
Vermont
$106K
HWA
77
Heritage Wealth Advisors
Virginia
$97.2K -$242K -6,000 -71%
ACM
78
AUA Capital Management
Pennsylvania
$87K
EIP
79
Ellis Investment Partners
Pennsylvania
$83K +$82.4K +2,046 New
SSB
80
Sandy Spring Bank
Maryland
$68K -$42.4K -1,053 -39%
CFA
81
Carroll Financial Associates
North Carolina
$66K
ASN
82
Advisory Services Network
Georgia
$64K -$967 -24 -2%
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.9K
BWA
84
BDO Wealth Advisors
Florida
$56K -$21.2K -525 -27%
FRA
85
Front Row Advisors
California
$41K
APA
86
American Portfolios Advisors
New York
$38.3K
CFGS
87
Concourse Financial Group Securities
Alabama
$37K -$3.99K -99 -10%
GAM
88
Gemmer Asset Management
California
$37K +$121 +3 +0.3%
Citigroup
89
Citigroup
New York
$37K +$4.71K +117 +15%
YWP
90
YorkBridge Wealth Partners
New York
$36K
IF
91
Ironwood Financial
Arizona
$29K
NCM
92
Nelson Capital Management
California
$29K
FHA
93
First Horizon Advisors
Tennessee
$25K
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$24K -$8.22K -204 -25%
PWP
95
Personal Wealth Partners
Minnesota
$22K +$22.4K +555 New
WCM
96
Whitener Capital Management
North Carolina
$21K
RFA
97
Reilly Financial Advisors
California
$18K
IWA
98
IBEX Wealth Advisors
New Jersey
$15K +$15.6K +387 New
BWM
99
Baystate Wealth Management
Massachusetts
$13K +$121 +3 +1%
JCM
100
Jacobi Capital Management
Pennsylvania
$13K +$13.2K +327 New