We are live on ! Find out more
IYK icon

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
AA
126
Ancora Advisors
Ohio
$24K – – –
BWM
127
Baystate Wealth Management
Massachusetts
$19K – – –
GAM
128
Gemmer Asset Management
California
$18K -$31.7K -597 -66%
VNA
129
Valley National Advisers
Pennsylvania
$18K – – –
FP
130
Fiduciary Planning
Florida
$18K +$159 +3 +1%
CFGS
131
Concourse Financial Group Securities
Alabama
$17K +$15.4K +291 New
IAIM
132
International Assets Investment Management
Florida
$16K +$15.1K +285 New
BW
133
Bison Wealth
Georgia
$14K – – –
TF
134
TimeScale Financial
Massachusetts
$13K – – –
GRP
135
Global Retirement Partners
California
$12K +$11.3K +213 New
CAL
136
Capital Analysts LLC
Pennsylvania
$11K – – –
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$8K +$7.32K +138 New
CAGAS
138
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
TRCT
139
Tower Research Capital (TRC)
New York
$7K – – –
OIA
140
Optimum Investment Advisors
Illinois
$3K +$2.55K +48 New
BHWM
141
Bay Harbor Wealth Management
Maryland
$2K – – –
PS
142
Planned Solutions
California
$2K – – –
AF
143
Advisornet Financial
Minnesota
$1K -$653K -12,306 -100%
RWA
144
Redhawk Wealth Advisors
Minnesota
– -$7.61M -152,898 Closed
FEM
145
Fulcrum Equity Management
Texas
– -$2.93M -58,926 Closed
AI
146
Atria Investments
North Carolina
– -$2M -40,110 Closed
AWM
147
AE Wealth Management
Kansas
– -$962K -19,314 Closed
TFA
148
Teamwork Financial Advisors
Texas
– -$935K -18,786 Closed
NA
149
Navellier & Associates
Nevada
– -$747K -15,000 Closed
AAS
150
Avantax Advisory Services
Texas
– -$367K -7,371 Closed
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.