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iShares US Consumer Staples ETF

142 hedge funds and large institutions have $263M invested in iShares US Consumer Staples ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 36

6.51% less ownership

Funds ownership: 121.04%114.52% (-6.5%)

7% less funds holding

Funds holding: 152142 (-10)

16% less capital invested

Capital invested by funds: $314M → $263M (-$51M)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
142
Holders Change
-10
Holders Change %
-6.58%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
50
Reduced
36
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
76
First Merchants Corp
Indiana
$304K
HI
77
Harbour Investments
Wisconsin
$299K +$2.35K +39 +0.8%
William Blair & Company
78
William Blair & Company
Illinois
$296K
HAS
79
HBW Advisory Services
California
$295K +$289K +4,809 New
EWM
80
Empirical Wealth Management
Washington
$294K
BFA
81
Beacon Financial Advisory
Ohio
$294K +$541 +9 +0.2%
PFS
82
Prospera Financial Services
Texas
$269K -$2.79M -46,326 -91%
Creative Planning
83
Creative Planning
Kansas
$266K +$27.1K +450 +12%
WIA
84
World Investment Advisors
California
$262K +$13.7K +228 +6%
AC
85
Abbrea Capital
California
$257K
D
86
Diversified
Delaware
$254K +$541 +9 +0.2%
GWM
87
Gray Wealth Management
Maine
$252K +$180 +3 +0.1%
AF
88
Affiance Financial
Minnesota
$225K
GPA
89
Garrison Point Advisors
California
$225K
CS
90
Comerica Securities
Michigan
$224K
B
91
Bailard
California
$223K
CWA
92
Canvas Wealth Advisors
Kansas
$223K
VFG
93
V2 Financial group
Illinois
$221K
CCFM
94
Clear Creek Financial Management
Washington
$220K +$215K +3,582 New
IWC
95
Integrated Wealth Concepts
Massachusetts
$219K +$215K +3,576 New
WI
96
WBI Investments
New Jersey
$210K +$206K +3,420 New
JEST
97
JTC Employer Solutions Trustee
Jersey
$203K +$200K +3,321 New
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$193K +$99.2K +1,650 +110%
ASN
99
Advisory Services Network
Georgia
$192K +$188K +3,129 New
MA
100
Montag & Associates
Georgia
$165K