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iShares US Consumer Staples ETF

152 hedge funds and large institutions have $314M invested in iShares US Consumer Staples ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 43 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

7% more funds holding

Funds holding: 142152 (+10)

3% more capital invested

Capital invested by funds: $306M → $314M (+$8.63M)

3.28% less ownership

Funds ownership: 124.31%121.04% (-3.3%)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
152
Holders Change
+10
Holders Change %
+7.04%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
38
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
76
Huntington National Bank
Ohio
$368K
Fidelity Investments
77
Fidelity Investments
Massachusetts
$363K +$35.3K +603 +11%
SFS
78
Sowell Financial Services
Arkansas
$341K +$189K +3,225 +134%
Bank of Nova Scotia
79
Bank of Nova Scotia
Ontario, Canada
$336K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$335K
JMPWA
81
JP Morgan Private Wealth Advisors
California
$324K
APA
82
American Portfolios Advisors
New York
$314K +$46K +786 +17%
PCH
83
PGIM Custom Harvest
New Jersey
$306K -$254K -4,344 -46%
CA
84
Cetera Advisors
Colorado
$304K +$301K +5,145 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$301K
FMC
86
First Merchants Corp
Indiana
$292K -$30.7K -525 -10%
HI
87
Harbour Investments
Wisconsin
$286K +$283K +4,839 New
William Blair & Company
88
William Blair & Company
Illinois
$284K -$10.2K -174 -3%
EWM
89
Empirical Wealth Management
Washington
$283K
BFA
90
Beacon Financial Advisory
Ohio
$283K +$527 +9 +0.2%
WA
91
WESPAC Advisors
California
$265K +$263K +4,500 New
CWM
92
Cordatus Wealth Management
Pennsylvania
$250K
AC
93
Abbrea Capital
California
$248K
RFM
94
Royal Fund Management
Florida
$244K +$4.22K +72 +2%
D
95
Diversified
Delaware
$244K +$26K +444 +12%
GWM
96
Gray Wealth Management
Maine
$242K
WIA
97
World Investment Advisors
California
$238K +$237K +4,044 New
Creative Planning
98
Creative Planning
Kansas
$229K -$14.9K -255 -6%
SI
99
Stephens Inc
Arkansas
$228K -$281K -4,791 -55%
CWA
100
Canvas Wealth Advisors
Kansas
$220K +$213K +3,633 New