iShares US Consumer Staples ETF
249 hedge funds and large institutions have $629M invested in iShares US Consumer Staples ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 61 reducing their positions, and 13 closing their positions.
146% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 13
51% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 61
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
7% more funds holding
Funds holding: 233 → 249 (+16)
6% less capital invested
Capital invested by funds: $673M → $629M (-$43.6M)
138.48% less ownership
Funds ownership: 188.52% → 50.04% (-138%)
Top Buyers
| 1 |
PCP
Perbak Capital Partners
London,
United Kingdom
|
+$9.51M |
| 2 |
Jane Street
New York
|
+$3.41M |
| 3 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$3.39M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.92M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.47M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$11.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$9.02M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.94M |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$3.33M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.29M |
IYK Hedge Fund Activity: Q4 2024 in Review
249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q4 2024, worth a combined $629M — down 6.5% from $673M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IYK positions and 13 closed out — a net gain of 19 holders — while 92 added to existing stakes and 61 trimmed.
The largest buyer was Perbak Capital Partners, opening a new position worth an estimated $9.51M. The largest seller was Morgan Stanley, cutting an estimated $11.1M.
- 249 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q4 2024, up from 233 in Q3 2024.
- Funds reported $629M of iShares US Consumer Staples ETF stock for Q4 2024, down 6.5% quarter-over-quarter.
- 32 funds opened new iShares US Consumer Staples ETF positions in Q4 2024 and 13 closed out, a net change of +19 holders.
- The largest iShares US Consumer Staples ETF buyer in Q4 2024 was Perbak Capital Partners, an estimated $9.51M added.
- The largest iShares US Consumer Staples ETF seller in Q4 2024 was Morgan Stanley, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2024.