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iShares US Consumer Staples ETF

142 hedge funds and large institutions have $263M invested in iShares US Consumer Staples ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 36

6.51% less ownership

Funds ownership: 121.04%114.52% (-6.5%)

7% less funds holding

Funds holding: 152142 (-10)

16% less capital invested

Capital invested by funds: $314M → $263M (-$51M)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
142
Holders Change
-10
Holders Change %
-6.58%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
50
Reduced
36
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$138K -$23.5K -390 -15%
EIP
102
Ellis Investment Partners
Pennsylvania
$127K
SSB
103
Sandy Spring Bank
Maryland
$103K
CFA
104
Carroll Financial Associates
North Carolina
$102K +$180 +3 +0.2%
SPIA
105
Steward Partners Investment Advisory
New York
$102K +$1.44K +24 +1%
CI
106
CX Institutional
Indiana
$101K +$1.8K +30 +2%
NFG
107
Next Financial Group
Texas
$95K +$93.1K +1,548 New
SC
108
Steph & Co
Wisconsin
$94K
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$86.2K
BWA
110
BDO Wealth Advisors
Florida
$83K -$10.8K -180 -12%
PSB
111
Piscataqua Savings Bank
New Hampshire
$73K
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$65K -$5.2M -86,559 -99%
SWM
113
Spire Wealth Management
Virginia
$64K -$75.8K -1,260 -55%
ACM
114
AUA Capital Management
Pennsylvania
$64K
FRA
115
Front Row Advisors
California
$63K
IA
116
IFP Advisors
Florida
$61K +$13.9K +231 +31%
NFSG
117
Newbridge Financial Services Group
Florida
$50K -$3.61K -60 -7%
AWM
118
Accel Wealth Management
Iowa
$41K +$31.6K +525 +350%
SQA
119
Simon Quick Advisors
New Jersey
$41K +$40.6K +675 New
FHA
120
First Horizon Advisors
Tennessee
$38K
CFGS
121
Concourse Financial Group Securities
Alabama
$34K +$15.7K +261 +90%
PWP
122
Personal Wealth Partners
Minnesota
$34K +$33.4K +555 New
SWA
123
SOA Wealth Advisors
New York
$32K +$180 +3 +0.6%
RFA
124
Reilly Financial Advisors
California
$28K
SC
125
SouthState Corp
Florida
$28K