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iShares US Consumer Staples ETF
IYK

Overview Fund Activity

240 hedge funds and large institutions have $741M invested in iShares US Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 51 increasing their positions, 89 reducing their positions, and 40 closing their positions.

Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
48
Increased
51
Reduced
89
Closed
40
Calls
$556K
Puts
–
Net Calls
+$556K
Net Calls Change
+$556K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$136M
2
CW
2
Connectus Wealth
Ohio
$7.66M
3
4WM
3
49 Wealth Management
Texas
$6.88M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.83M
5
PS
5
Principal Securities
Iowa
$2.67M

Top Sellers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$33.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.7M
3
Bank of America
3
Bank of America
North Carolina
$40.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$844K
5
UBS Group
5
UBS Group
Switzerland
$31.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
76
Smartleaf Asset Management
Massachusetts
$823K 4,304 +4,304 New
DC
77
Davenport & Co
Virginia
$820K 4,277 +222 +5%
PCA
78
Prosperity Capital Advisors
Ohio
$797K 4,156 -43 -1%
Two Sigma Advisers
79
Two Sigma Advisers
New York
$728K 3,800 -20,300 -84%
VWM
80
VCI Wealth Management
Missouri
$724K 3,776 +3,776 New
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$705K 3,676 -1,640 -31%
CA
82
Calton & Associates
Florida
$697K 3,636 +915 +34%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$691K 3,606 -264 -7%
CFD
84
Creative Financial Designs
Indiana
$683K 3,562 -468 -12%
AAS
85
Ameritas Advisory Services
Nebraska
$682K 3,556 -3,798 -52%
AWS
86
Atria Wealth Solutions
New York
$672K 3,505 +290 +9%
MGIA
87
Matthew Goff Investment Advisor
Texas
$655K 3,414 +101 +3%
JIP
88
Jaffetilchin Investment Partners
Florida
$651K 3,393 +58 +2%
CA
89
Cetera Advisors
Colorado
$621K 3,237 -2,521 -44%
RA
90
RFG Advisory
Alabama
$607K 3,164 +551 +21%
Mariner
91
Mariner
Kansas
$598K 3,120 +3,120 New
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$594K 3,098 -72 -2%
CBA
93
Coastal Bridge Advisors
Connecticut
$592K 3,087 – –
AWM
94
Accel Wealth Management
Iowa
$547K 2,852 -148 -5%
HighTower Advisors
95
HighTower Advisors
Illinois
$542K 2,837 +699 +33%
DADC
96
D.A. Davidson & Co
Montana
$532K 2,777 +2,777 New
CCA
97
Cottonwood Capital Advisors
Utah
$532K 2,776 -134 -5%
PWM
98
Perigon Wealth Management
California
$498K 2,600 – –
MA
99
Mutual Advisors
Nebraska
$491K 2,559 -679 -21%
BFA
100
Beacon Financial Advisory
Ohio
$489K 2,548 +33 +1%
2 3
4
5 6