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iShares US Consumer Staples ETF

227 hedge funds and large institutions have $760M invested in iShares US Consumer Staples ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8% more capital invested

Capital invested by funds: $703M → $760M (+$57.1M)

8% more funds holding

Funds holding: 211227 (+16)

3.61% more ownership

Funds ownership: 160.27%163.88% (+3.6%)

Holders
227
Holders Change
+16
Holders Change %
+7.58%
% of All Funds
3.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
38
Increased
85
Reduced
49
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
101
Glenview Trust
Kentucky
$739K -$18.5K -282 -2%
MFG
102
Merit Financial Group
Georgia
$723K -$759K -11,556 -49%
WGCA
103
Wolf Group Capital Advisors
Virginia
$690K
HighTower Advisors
104
HighTower Advisors
Illinois
$675K +$4.14K +63 +0.6%
IWM
105
IHT Wealth Management
Illinois
$645K +$283K +4,302 +67%
SCA
106
Stillwater Capital Advisors
Pennsylvania
$600K -$228K -3,474 -26%
CCA
107
Cadent Capital Advisors
Oklahoma
$591K +$5.12K +78 +0.8%
JIP
108
Jaffetilchin Investment Partners
Florida
$590K +$4.53K +69 +0.7%
JMPWA
109
JP Morgan Private Wealth Advisors
California
$585K
CBA
110
Coastal Bridge Advisors
Connecticut
$584K
CWP
111
Concord Wealth Partners
Virginia
$582K
Cerity Partners
112
Cerity Partners
New York
$582K +$638K +9,708 New
Fidelity Investments
113
Fidelity Investments
Massachusetts
$577K +$94.6K +1,440 +18%
VCM
114
Virtue Capital Management
Tennessee
$553K +$606K +9,228 New
OFG
115
OmniStar Financial Group
North Carolina
$545K +$597K +9,093 New
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$537K +$7.49K +114 +1%
NF
117
Nikulski Financial
Iowa
$536K -$394 -6 -0.1%
PJSIMP
118
P.J. Schmidt Investment Management (PJS)
Wisconsin
$524K +$57.5K +876 +12%
HNB
119
Huntington National Bank
Ohio
$520K
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$509K +$13K +198 +2%
SI
121
Stephens Inc
Arkansas
$500K -$4.14K -63 -0.8%
AWS
122
Atria Wealth Solutions
New York
$490K +$537K +8,178 New
SPC
123
Sigma Planning Corp
Michigan
$463K +$131K +1,995 +35%
CA
124
CoreCap Advisors
Michigan
$452K +$107K +1,629 +28%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$445K