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iShares US Consumer Staples ETF

141 hedge funds and large institutions have $245M invested in iShares US Consumer Staples ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 142141 (-1)

5.27% less ownership

Funds ownership: 114.52%109.25% (-5.3%)

7% less capital invested

Capital invested by funds: $263M → $245M (-$17.7M)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
37
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Beacon Financial Advisory
Ohio
$288K +$739 +12 +0.3%
EWM
77
Empirical Wealth Management
Washington
$287K
FMC
78
First Merchants Corp
Indiana
$284K -$12.9K -210 -4%
GCP
79
GSA Capital Partners
United Kingdom
$262K +$269K +4,374 New
WIA
80
World Investment Advisors
California
$258K +$2.59K +42 +1%
PFS
81
Prospera Financial Services
Texas
$253K -$9.79K -159 -4%
AC
82
Abbrea Capital
California
$251K
Creative Planning
83
Creative Planning
Kansas
$248K -$12.2K -198 -5%
GWM
84
Gray Wealth Management
Maine
$237K -$9.24K -150 -4%
D
85
Diversified
Delaware
$231K -$17.2K -279 -7%
BAM
86
Belpointe Asset Management
Nevada
$230K -$6.24M -101,226 -96%
AF
87
Affiance Financial
Minnesota
$220K
GPA
88
Garrison Point Advisors
California
$220K
CS
89
Comerica Securities
Michigan
$218K
B
90
Bailard
California
$217K
CWA
91
Canvas Wealth Advisors
Kansas
$217K
VFG
92
V2 Financial group
Illinois
$216K
IWC
93
Integrated Wealth Concepts
Massachusetts
$214K
TSA
94
Tri-Star Advisors
Texas
$211K +$210K +3,411 New
JEST
95
JTC Employer Solutions Trustee
Jersey
$199K
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$189K
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$171K +$176K +2,850 New
MA
98
Montag & Associates
Georgia
$145K -$16.1K -261 -10%
CFD
99
Creative Financial Designs
Indiana
$125K +$128K +2,085 New
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$110K +$44K +714 +68%