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iShares US Consumer Staples ETF
IYK

187 hedge funds and large institutions have $463M invested in iShares US Consumer Staples ETF in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 15

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

59% more capital invested

Capital invested by funds: $291M → $463M (+$172M)

30.64% more ownership

Funds ownership: 113.47% → 144.11% (+31%)

13% more funds holding

Funds holding: 165 → 187 (+22)

Holders
187
Holders Change
+22
Holders Change %
+13.33%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
61
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$24.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.5M
3
CIAS
CFS Investment Advisory Services
New Jersey
+$18M
4
BWM
Bulltick Wealth Management
Florida
+$12.1M
5
MCC
Money Concepts Capital
Florida
+$10.2M

Top Sellers

1
SAM
Synergy Asset Management
Washington
-$5.24M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.24M
3
DFG
Demars Financial Group
Washington
-$2.17M
4
NA
NewEdge Advisors
Louisiana
-$1.67M
5
Citigroup
Citigroup
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
76
Jaffetilchin Investment Partners
Florida
$662K +$2.4K +36 +0.4%
CBA
77
Coastal Bridge Advisors
Connecticut
$650K – – –
CWP
78
Concord Wealth Partners
Virginia
$649K -$63K -945 -9%
LNC
79
Lincoln National Corp
Pennsylvania
$641K -$6.99K -105 -1%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$622K +$190K +2,856 +44%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$601K -$799 -12 -0.1%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$591K -$2.6K -39 -0.4%
SI
83
Stephens Inc
Arkansas
$568K +$567K +8,508 New
Marshall Wace
84
Marshall Wace
United Kingdom
$556K +$555K +8,328 New
NWM
85
Nauset Wealth Management
Connecticut
$521K – – –
MIH
86
Meitav Investment House
Israel
$498K -$6.79K -102 -1%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$498K +$154K +2,310 +45%
VCM
88
Virtue Capital Management
Tennessee
$497K +$496K +7,443 New
PIMG
89
Patriot Investment Management Group
Tennessee
$492K – – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$476K -$327K -4,902 -41%
RFM
91
Royal Fund Management
Florida
$461K +$460K +6,912 New
GLLW
92
Graves Light Lenhart Wealth
Virginia
$444K – – –
WSCM
93
Wellington Shields Capital Management
New York
$442K +$441K +6,615 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$441K -$11.4K -171 -3%
KA
95
Kovack Advisors
Florida
$433K +$118K +1,767 +37%
IWM
96
IHT Wealth Management
Illinois
$426K -$485K -7,278 -53%
BFG
97
Barber Financial Group
Kansas
$426K +$425K +6,375 New
BF
98
Blankinship & Foster
California
$419K +$1.2K +18 +0.3%
FWCM
99
Ferguson Wellman Capital Management
Oregon
$415K – – –
AWS
100
Atria Wealth Solutions
New York
$413K +$411K +6,177 New
2 3
4
5 6

IYK Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2022, worth a combined $463M — up 59% from $291M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IYK positions and 15 closed out — a net gain of 28 holders — while 61 added to existing stakes and 35 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $24.8M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $5.24M sold.

  • 187 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2022, up from 165 in Q4 2021.
  • Funds reported $463M of iShares US Consumer Staples ETF stock for Q1 2022, up 59% quarter-over-quarter.
  • 43 funds opened new iShares US Consumer Staples ETF positions in Q1 2022 and 15 closed out, a net change of +28 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q1 2022 was Bank of Montreal, an estimated $24.8M added.
  • The largest iShares US Consumer Staples ETF seller in Q1 2022 was Synergy Asset Management, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2022.