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iShares US Consumer Staples ETF

141 hedge funds and large institutions have $245M invested in iShares US Consumer Staples ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 142141 (-1)

5.27% less ownership

Funds ownership: 114.52%109.25% (-5.3%)

7% less capital invested

Capital invested by funds: $263M → $245M (-$17.7M)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
37
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Selective Wealth Management
Virginia
$108K +$111K +1,800 New
SSB
102
Sandy Spring Bank
Maryland
$101K
CFA
103
Carroll Financial Associates
North Carolina
$100K +$370 +6 +0.4%
SPIA
104
Steward Partners Investment Advisory
New York
$99K
EIP
105
Ellis Investment Partners
Pennsylvania
$92K -$32K -519 -25%
SC
106
Steph & Co
Wisconsin
$92K
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.2K
BWA
108
BDO Wealth Advisors
Florida
$81K
PSB
109
Piscataqua Savings Bank
New Hampshire
$71K
CI
110
CX Institutional
Indiana
$68K -$30.9K -501 -30%
ACM
111
AUA Capital Management
Pennsylvania
$63K
SWM
112
Spire Wealth Management
Virginia
$63K
FRA
113
Front Row Advisors
California
$61K
CWP
114
Concord Wealth Partners
Virginia
$54K -$596K -9,681 -92%
IA
115
IFP Advisors
Florida
$53K -$12.2K -198 -20%
NFSG
116
Newbridge Financial Services Group
Florida
$49K
AWM
117
Accel Wealth Management
Iowa
$40K
SQA
118
Simon Quick Advisors
New Jersey
$40K
FHA
119
First Horizon Advisors
Tennessee
$38K
SWA
120
SOA Wealth Advisors
New York
$31K
RFA
121
Reilly Financial Advisors
California
$27K
SC
122
SouthState Corp
Florida
$27K
AA
123
Ancora Advisors
Ohio
$25K
IWA
124
IBEX Wealth Advisors
New Jersey
$23K +$23.8K +387 New
BWM
125
Baystate Wealth Management
Massachusetts
$20K