iShares US Consumer Staples ETF
111 hedge funds and large institutions have $160M invested in iShares US Consumer Staples ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
30% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 27
9% more funds holding
Funds holding: 102 → 111 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20.91% less ownership
Funds ownership: 127.38% → 106.47% (-21%)
28% less capital invested
Capital invested by funds: $222M → $160M (-$62.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.91M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$6.73M |
| 3 |
Jane Street
New York
|
+$2.69M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$1.31M |
| 5 |
SIC
Shoker Investment Counsel
Oxford,
Ohio
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$39.6M |
| 2 |
Morgan Stanley
New York
|
-$6.91M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.87M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.67M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$4.04M |
IYK Hedge Fund Activity: Q4 2018 in Review
111 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q4 2018, worth a combined $160M — down 28% from $222M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IYK positions and 8 closed out — a net gain of 10 holders — while 35 added to existing stakes and 27 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $8.91M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $39.6M sold.
- 111 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q4 2018, up from 102 in Q3 2018.
- Funds reported $160M of iShares US Consumer Staples ETF stock for Q4 2018, down 28% quarter-over-quarter.
- 18 funds opened new iShares US Consumer Staples ETF positions in Q4 2018 and 8 closed out, a net change of +10 holders.
- The largest iShares US Consumer Staples ETF buyer in Q4 2018 was Commonwealth Equity Services, an estimated $8.91M added.
- The largest iShares US Consumer Staples ETF seller in Q4 2018 was Manulife (Manufacturers Life Insurance), an estimated $39.6M sold.
Based on aggregated 13F filings for Q4 2018.