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iShares US Consumer Staples ETF

290 hedge funds and large institutions have $1.03B invested in iShares US Consumer Staples ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more capital invested

Capital invested by funds: $602M → $1.03B (+$428M)

32.65% more ownership

Funds ownership: 51.31%83.96% (+33%)

8% more funds holding

Funds holding: 269290 (+21)

21% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 99

Holders
290
Holders Change
+21
Holders Change %
+7.81%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
78
Reduced
99
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCG
101
Lakeshore Capital Group
Illinois
$778K -$7.55K -105 -0.9%
AWA
102
Arkadios Wealth Advisors
Georgia
$777K +$68.7K +956 +9%
CFD
103
Creative Financial Designs
Indiana
$776K +$86.6K +1,204 +12%
Creative Planning
104
Creative Planning
Kansas
$757K +$4.75K +66 +0.6%
SCA
105
Stillwater Capital Advisors
Pennsylvania
$744K -$266K -3,696 -26%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$743K -$28.8K -400 -4%
CIA
107
Concurrent Investment Advisors
Florida
$707K +$6.97K +97 +1%
MA
108
MONECO Advisors
Connecticut
$698K -$415K -5,771 -37%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$678K +$231K +3,208 +50%
HAG
110
HighPoint Advisor Group
Illinois
$672K -$26.5K -369 -4%
PFS
111
Prospera Financial Services
Texas
$655K +$72 +1 +0%
NIWA
112
New Insight Wealth Advisors
California
$640K -$64.3K -895 -9%
BWM
113
BCS Wealth Management
Tennessee
$630K -$647K -9,000 -50%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$611K -$310K -4,314 -33%
Truist Financial
115
Truist Financial
North Carolina
$608K +$34.3K +477 +6%
PWM
116
Partners Wealth Management
California
$592K
JIP
117
Jaffetilchin Investment Partners
Florida
$589K +$2.8K +39 +0.5%
DC
118
Davenport & Co
Virginia
$565K -$1.65K -23 -0.3%
CBA
119
Coastal Bridge Advisors
Connecticut
$563K -$4.96K -69 -0.9%
PWM
120
Perigon Wealth Management
California
$547K
HNB
121
Huntington National Bank
Ohio
$542K
BA
122
Bellwether Advisors
Nebraska
$522K
MCM
123
MAI Capital Management
Ohio
$519K +$2.23K +31 +0.4%
William Blair & Company
124
William Blair & Company
Illinois
$494K -$216 -3 -0%
PIMG
125
Patriot Investment Management Group
Tennessee
$485K +$288 +4 +0.1%