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iShares US Consumer Staples ETF
IYK

254 hedge funds and large institutions have $831M invested in iShares US Consumer Staples ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

32% more capital invested

Capital invested by funds: $629M → $831M (+$202M)

4.55% more ownership

Funds ownership: 50.04% → 54.59% (+4.5%)

2% more funds holding

Funds holding: 249 → 254 (+5)

1% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 79

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
80
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$67.8M
2
Fidelity International
Fidelity International
Bermuda
+$18.3M
3
OPAM
Ocean Park Asset Management
California
+$18.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14.5M
5
LPL Financial
LPL Financial
California
+$9.66M

Top Sellers

1
BA
Bellwether Advisors
Nebraska
-$13.6M
2
PCP
Perbak Capital Partners
United Kingdom
-$9.08M
3
Goldman Sachs
Goldman Sachs
New York
-$6.23M
4
GC
Grimes & Company
Massachusetts
-$3.23M
5
Morgan Stanley
Morgan Stanley
New York
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$861K +$353K +5,198 +76%
PJSIMP
77
P.J. Schmidt Investment Management (PJS)
Wisconsin
$856K -$666K -9,809 -45%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$852K +$70.4K +1,037 +10%
CWM
79
Comprehensive Wealth Management
Washington
$847K +$117K +1,724 +17%
Brown Advisory
80
Brown Advisory
Maryland
$812K +$770K +11,346 New
AWM
81
Accel Wealth Management
Iowa
$806K -$39.7K -585 -5%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$769K -$1.33M -19,544 -65%
LCG
83
Lakeshore Capital Group
Illinois
$762K +$723K +10,645 New
NIWA
84
New Insight Wealth Advisors
California
$759K +$120K +1,766 +20%
AC
85
Allstate Corporation
Illinois
$723K +$170K +2,500 +33%
TA
86
TFB Advisors
Kansas
$723K +$110K +1,615 +19%
TFS
87
Thoroughbred Financial Services
Tennessee
$713K -$51.5K -759 -7%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$704K +$239K +3,524 +56%
FHC
89
First Heartland Consultants
Missouri
$671K +$637K +9,381 New
GT
90
Glenview Trust
Kentucky
$654K -$704K -10,374 -53%
CFD
91
Creative Financial Designs
Indiana
$651K -$95.6K -1,408 -13%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$642K +$1.76K +26 +0.3%
PFS
93
Prospera Financial Services
Texas
$638K -$6.45K -95 -1%
Truist Financial
94
Truist Financial
North Carolina
$618K -$61.2K -902 -9%
PWM
95
Partners Wealth Management
California
$595K +$25.5K +375 +5%
JIP
96
Jaffetilchin Investment Partners
Florida
$586K +$543 +8 +0.1%
BA
97
Bellwether Advisors
Nebraska
$580K -$13.6M -200,883 -96%
Franklin Resources
98
Franklin Resources
California
$570K – – –
CIA
99
Concurrent Investment Advisors
Florida
$570K +$1.22K +18 +0.2%
AAS
100
Ameritas Advisory Services
Nebraska
$570K -$38.4K -566 -7%
2 3
4
5 6

IYK Hedge Fund Activity: Q1 2025 in Review

254 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2025, worth a combined $831M — up 32% from $629M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IYK positions and 28 closed out — a net gain of 10 holders — while 80 added to existing stakes and 79 trimmed.

The largest buyer was HSBC Holdings, opening a new position worth an estimated $67.8M. The largest seller was Bellwether Advisors, cutting an estimated $13.6M.

  • 254 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2025, up from 249 in Q4 2024.
  • Funds reported $831M of iShares US Consumer Staples ETF stock for Q1 2025, up 32% quarter-over-quarter.
  • 38 funds opened new iShares US Consumer Staples ETF positions in Q1 2025 and 28 closed out, a net change of +10 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q1 2025 was HSBC Holdings, an estimated $67.8M added.
  • The largest iShares US Consumer Staples ETF seller in Q1 2025 was Bellwether Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2025.