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iShares US Consumer Staples ETF
IYK

142 hedge funds and large institutions have $306M invested in iShares US Consumer Staples ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

30% more capital invested

Capital invested by funds: $235M → $306M (+$70.7M)

10% more funds holding

Funds holding: 129 → 142 (+13)

1.48% more ownership

Funds ownership: 122.83% → 124.31% (+1.5%)

Holders
142
Holders Change
+13
Holders Change %
+10.08%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
45
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$8.92M
2
FI
FormulaFolio Investments
Michigan
+$6.44M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.62M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.17M
5
KAS
Kestra Advisory Services
Texas
+$3.79M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$9.34M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$7.61M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.81M
4
RJA
Raymond James & Associates
Florida
-$3.78M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
101
Centaurus Financial
California
$157K +$214K +4,035 +134%
MA
102
Montag & Associates
Georgia
$154K +$141K +2,661 New
APWM
103
Atlas Private Wealth Management
New York
$148K – – –
JP Morgan Chase
104
JP Morgan Chase
New York
$140K -$377K -7,113 -75%
SFS
105
Sowell Financial Services
Arkansas
$139K – – –
EIP
106
Ellis Investment Partners
Pennsylvania
$120K +$318 +6 +0.3%
SPIA
107
Steward Partners Investment Advisory
New York
$111K +$5.57K +105 +6%
ASN
108
Advisory Services Network
Georgia
$97K – – –
SSB
109
Sandy Spring Bank
Maryland
$97K – – –
CFA
110
Carroll Financial Associates
North Carolina
$96K +$318 +6 +0.4%
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$81.3K – – –
BWA
112
BDO Wealth Advisors
Florida
$78K – – –
ACM
113
AUA Capital Management
Pennsylvania
$60K +$796 +15 +1%
FRA
114
Front Row Advisors
California
$59K – – –
NFSG
115
Newbridge Financial Services Group
Florida
$51K – – –
VFA
116
Valeo Financial Advisors
Indiana
$44K +$159 +3 +0.4%
EP
117
Eudaimonia Partners
Tennessee
$43K – – –
IF
118
Ironwood Financial
Arizona
$41K – – –
OIM
119
Oder Investment Management
California
$37K +$33.9K +639 New
FHA
120
First Horizon Advisors
Tennessee
$36K – – –
SWA
121
SOA Wealth Advisors
New York
$31K +$27.7K +522 New
NSIM
122
North Star Investment Management
Illinois
$26K – – –
RFA
123
Reilly Financial Advisors
California
$26K – – –
SC
124
SouthState Corp
Florida
$26K – – –
FPW
125
Flagship Private Wealth
Massachusetts
$25.1K +$22.6K +426 New
3 4
5
6 7

IYK Hedge Fund Activity: Q4 2020 in Review

142 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q4 2020, worth a combined $306M — up 30% from $235M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYK positions and 13 closed out — a net gain of 16 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $8.92M. The largest seller was RiverFront Investment Group, cutting an estimated $9.34M.

  • 142 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q4 2020, up from 129 in Q3 2020.
  • Funds reported $306M of iShares US Consumer Staples ETF stock for Q4 2020, up 30% quarter-over-quarter.
  • 29 funds opened new iShares US Consumer Staples ETF positions in Q4 2020 and 13 closed out, a net change of +16 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q4 2020 was Goldman Sachs, an estimated $8.92M added.
  • The largest iShares US Consumer Staples ETF seller in Q4 2020 was RiverFront Investment Group, an estimated $9.34M sold.

Based on aggregated 13F filings for Q4 2020.