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iShares US Consumer Staples ETF
IYK
IYK
102 hedge funds and large institutions have $222M invested in iShares US Consumer Staples ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
21% more capital invested
Capital invested by funds: $183M → $222M (+$39.2M)
7.57% more ownership
Funds ownership: 119.81% → 127.38% (+7.6%)
4% more funds holding
Funds holding: 98 → 102 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
26% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 31
Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
23
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.83M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.87M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.19M |
| 4 |
Jane Street
New York
|
-$1.93M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$717K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AJ
101
Ashburton (Jersey)
St Helier,
Jersey
| $81 | – | – | – |
|
|
FRA
102
Front Row Advisors
Tiburon,
California
| $39 | – | – | – |
|
|
CWM
103
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$107K | -37,830 | Closed |
|
|
HWA
104
HCR Wealth Advisors
Los Angeles,
California
| – | -$436K | -11,070 | Closed |
|
|
LNC
105
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$216K | -5,496 | Closed |
|
|
JCM
106
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$30K | -753 | Closed |
|
|
DWM
107
Destination Wealth Management
Walnut Creek,
California
| – | -$5K | -129 | Closed |
|
108
SEI Investments
Oaks,
Pennsylvania
| – | -$3K | -66 | Closed |
|