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iShares US Consumer Staples ETF
107 hedge funds and large institutions have $345M invested in iShares US Consumer Staples ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
633% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 3
20% more funds holding
Funds holding: 89 → 107 (+18)
19% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 26
15% more capital invested
Capital invested by funds: $300M → $345M (+$45.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12.18% less ownership
Funds ownership: 157.64% → 145.46% (-12%)
Holders
107
Holders Change
+18
Holders Change %
+20.22%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
31
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$9.91M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$8.88M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.41M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.03M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.96M |
Top Sellers
| 1 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$11.4M |
| 2 |
BlackRock
New York
|
-$6.16M |
| 3 |
Goldman Sachs
New York
|
-$5.95M |
| 4 |
Jane Street
New York
|
-$3.24M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SF
101
Synovus Financial
Columbus,
Georgia
| $8K | – | – | – |
|
|
BWM
102
Baystate Wealth Management
Boston,
Massachusetts
| $6K | – | – | – |
|
|
MCIA
103
Mountain Capital Investment Advisors
Westminster,
Colorado
| $5K | +$4.58K | +114 | New |
|
|
WEC
104
Winslow Evans & Crocker
Boston,
Massachusetts
| $4.26K | -$121 | -3 | -3% |
|
|
EWM
105
Evercore Wealth Management
New York
| $3K | – | – | – |
|
106
AssetMark Inc
Concord,
California
| $2K | – | – | – |
|
|
IWM
107
IHT Wealth Management
Chicago,
Illinois
| $35 | – | – | – |
|
|
GC
108
Grimes & Company
Westborough,
Massachusetts
| – | -$11.4M | -287,136 | Closed |
|
|
109
Jane Street
New York
| – | -$3.24M | -81,966 | Closed |
|
110
SG Americas Securities
New York
| – | -$140K | -3,549 | Closed |
|