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iShares US Consumer Staples ETF
IYK

187 hedge funds and large institutions have $463M invested in iShares US Consumer Staples ETF in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 15

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

59% more capital invested

Capital invested by funds: $291M → $463M (+$172M)

30.64% more ownership

Funds ownership: 113.47% → 144.11% (+31%)

13% more funds holding

Funds holding: 165 → 187 (+22)

Holders
187
Holders Change
+22
Holders Change %
+13.33%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
61
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$24.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.5M
3
CIAS
CFS Investment Advisory Services
New Jersey
+$18M
4
BWM
Bulltick Wealth Management
Florida
+$12.1M
5
MCC
Money Concepts Capital
Florida
+$10.2M

Top Sellers

1
SAM
Synergy Asset Management
Washington
-$5.24M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.24M
3
DFG
Demars Financial Group
Washington
-$2.17M
4
NA
NewEdge Advisors
Louisiana
-$1.67M
5
Citigroup
Citigroup
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
101
The Family Firm
Maryland
$408K +$1.4K +21 +0.3%
WI
102
WBI Investments
New Jersey
$391K -$4.4K -66 -1%
LA
103
Latitude Advisors
Florida
$373K +$372K +5,580 New
AAS
104
Ameritas Advisory Services
Nebraska
$372K +$130K +1,959 +54%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$371K +$3.4K +51 +0.9%
BFA
106
Beacon Financial Advisory
Ohio
$370K +$47.6K +714 +15%
HIS
107
Harvest Investment Services
Illinois
$333K +$332K +4,986 New
WIA
108
World Investment Advisors
California
$326K +$6K +90 +2%
EWM
109
Empirical Wealth Management
Washington
$320K – – –
APA
110
American Portfolios Advisors
New York
$319K -$12.6K -189 -4%
FMC
111
First Merchants Corp
Indiana
$317K – – –
William Blair & Company
112
William Blair & Company
Illinois
$309K -$12.6K -189 -4%
FFN
113
Focus Financial Network
Minnesota
$306K +$305K +4,581 New
BAM
114
Belpointe Asset Management
Nevada
$305K +$106K +1,590 +53%
GWM
115
Gray Wealth Management
Maine
$304K +$39.4K +591 +15%
CA
116
CoreCap Advisors
Michigan
$303K +$109K +1,641 +57%
BBHC
117
Brown Brothers Harriman & Co
New York
$301K – – –
LWM
118
Laidlaw Wealth Management
New York
$296K +$18.2K +273 +7%
CWM
119
Cordatus Wealth Management
Pennsylvania
$283K – – –
AC
120
Abbrea Capital
California
$281K – – –
CWM
121
Comprehensive Wealth Management
Washington
$279K +$278K +4,173 New
D
122
Diversified
Delaware
$258K +$200 +3 +0.1%
IA
123
IFP Advisors
Florida
$252K +$426K +6,399 +4,848%
GPA
124
Garrison Point Advisors
California
$249K – – –
AWA
125
Arkadios Wealth Advisors
Georgia
$249K +$249K +3,732 New
3 4
5
6 7

IYK Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2022, worth a combined $463M — up 59% from $291M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IYK positions and 15 closed out — a net gain of 28 holders — while 61 added to existing stakes and 35 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $24.8M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $5.24M sold.

  • 187 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2022, up from 165 in Q4 2021.
  • Funds reported $463M of iShares US Consumer Staples ETF stock for Q1 2022, up 59% quarter-over-quarter.
  • 43 funds opened new iShares US Consumer Staples ETF positions in Q1 2022 and 15 closed out, a net change of +28 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q1 2022 was Bank of Montreal, an estimated $24.8M added.
  • The largest iShares US Consumer Staples ETF seller in Q1 2022 was Synergy Asset Management, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2022.