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iShares US Consumer Staples ETF
IYK

109 hedge funds and large institutions have $179M invested in iShares US Consumer Staples ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

10% more capital invested

Capital invested by funds: $163M → $179M (+$16.8M)

6.34% more ownership

Funds ownership: 105.33% → 111.67% (+6.3%)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 110 → 109 (-1)

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
29
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.38M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.87M
3
FEM
Fulcrum Equity Management
Texas
+$3.66M
4
CS
Credit Suisse
Switzerland
+$3.03M
5
SCP
Syntal Capital Partners
Texas
+$2.12M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$3.67M
2
AWM
AE Wealth Management
Kansas
-$3.5M
3
Wells Fargo
Wells Fargo
California
-$1.04M
4
PPA
Parametric Portfolio Associates
Washington
-$846K
5
AG
Advisor Group
Arizona
-$709K
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
76
Valeo Financial Advisors
Indiana
$128K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$122K – – –
SFS
78
Sowell Financial Services
Arkansas
$114K +$112K +2,700 New
ACM
79
AUA Capital Management
Pennsylvania
$91K – – –
EIP
80
Ellis Investment Partners
Pennsylvania
$86K +$124 +3 +0.1%
SSB
81
Sandy Spring Bank
Maryland
$71K – – –
CFA
82
Carroll Financial Associates
North Carolina
$69K +$248 +6 +0.4%
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.3K – – –
ASN
84
Advisory Services Network
Georgia
$64K – – –
BWA
85
BDO Wealth Advisors
Florida
$59K – – –
QCMC
86
Quantum Capital Management (California)
California
$56K +$55.2K +1,335 New
AIC
87
Ameritas Investment Company
Nebraska
$44K +$43.1K +1,044 New
FRA
88
Front Row Advisors
California
$43K – – –
APA
89
American Portfolios Advisors
New York
$39.8K – – –
GAM
90
Gemmer Asset Management
California
$38K – – –
Citigroup
91
Citigroup
New York
$34K -$4.46K -108 -12%
IF
92
Ironwood Financial
Arizona
$30K – – –
NCM
93
Nelson Capital Management
California
$30K – – –
FHA
94
First Horizon Advisors
Tennessee
$26K – – –
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$25K – – –
PWP
96
Personal Wealth Partners
Minnesota
$23K – – –
WCM
97
Whitener Capital Management
North Carolina
$22K – – –
RFA
98
Reilly Financial Advisors
California
$19K – – –
NSIM
99
North Star Investment Management
Illinois
$19K +$18.6K +450 New
JCM
100
Jacobi Capital Management
Pennsylvania
$14K – – –
1 2 3
4
5

IYK Hedge Fund Activity: Q3 2019 in Review

109 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2019, worth a combined $179M — up 10% from $163M a quarter earlier.

Fund positioning in IYK was balanced in Q3 2019: 12 funds opened new positions, 12 closed out, 29 added to existing stakes and 28 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $4.38M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $3.67M sold.

  • 109 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2019, down from 110 in Q2 2019.
  • Funds reported $179M of iShares US Consumer Staples ETF stock for Q3 2019, up 10% quarter-over-quarter.
  • 12 funds opened new iShares US Consumer Staples ETF positions in Q3 2019 and 12 closed out, a net change of 0 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q3 2019 was Susquehanna International Group, an estimated $4.38M added.
  • The largest iShares US Consumer Staples ETF seller in Q3 2019 was Simplicity Solutions, an estimated $3.67M sold.

Based on aggregated 13F filings for Q3 2019.