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iShares US Consumer Staples ETF

227 hedge funds and large institutions have $760M invested in iShares US Consumer Staples ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8% more capital invested

Capital invested by funds: $703M → $760M (+$57.1M)

8% more funds holding

Funds holding: 211227 (+16)

3.61% more ownership

Funds ownership: 160.27%163.88% (+3.6%)

Holders
227
Holders Change
+16
Holders Change %
+7.58%
% of All Funds
3.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
38
Increased
85
Reduced
49
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Penobscot Wealth Management
Maine
$1.28M +$138K +2,097 +11%
GWM
77
Geneos Wealth Management
Colorado
$1.26M +$107K +1,632 +8%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$1.25M -$215K -3,273 -14%
PAG
79
Private Advisor Group
New Jersey
$1.25M +$27.8K +423 +2%
KM
80
Kalos Management
Georgia
$1.24M +$1.32M +20,037 New
SMG
81
Spectrum Management Group
Indiana
$1.19M +$28.8K +438 +2%
SFPG
82
Stonebridge Financial Planning Group
Florida
$1.18M -$47.1K -717 -4%
CMANY
83
Capital Management Associates (New York)
New York
$1.15M
AC
84
Allstate Corporation
Illinois
$1.13M +$1.24M +18,849 New
PIMG
85
Patriot Investment Management Group
Tennessee
$1.08M +$695K +10,587 +144%
SG
86
StoneX Group
New York
$1.04M -$151K -2,298 -12%
KA
87
Kovack Advisors
Florida
$1.04M -$2.41M -36,711 -68%
JP Morgan Chase
88
JP Morgan Chase
New York
$1.04M -$43.3K -660 -4%
TFS
89
Thoroughbred Financial Services
Tennessee
$976K -$208K -3,165 -16%
MA
90
Mutual Advisors
Nebraska
$976K +$157K +2,391 +17%
Bessemer Group
91
Bessemer Group
New Jersey
$955K
CFD
92
Creative Financial Designs
Indiana
$946K +$3.35K +51 +0.3%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$939K -$3.04M -46,293 -75%
CAN
94
Cetera Advisor Networks
California
$930K +$89.6K +1,365 +10%
DWM
95
Denver Wealth Management
Colorado
$893K -$42K -639 -4%
SB
96
Simmons Bank
Arkansas
$858K
Citigroup
97
Citigroup
New York
$852K -$17.5K -267 -2%
Jane Street
98
Jane Street
New York
$836K +$915K +13,941 New
DC
99
Davenport & Co
Virginia
$790K -$15.6K -237 -2%
LNC
100
Lincoln National Corp
Pennsylvania
$747K -$25.6K -390 -3%