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iShares US Consumer Staples ETF
IYK

Overview Fund Activity

152 hedge funds and large institutions have $314M invested in iShares US Consumer Staples ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+10
Holders Change %
+7.04%
% of All Funds
2.68%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
38
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$36.4M
2
BCM
2
Brookstone Capital Management
Illinois
$11.5M
3
BAM
3
Belpointe Asset Management
Nevada
$4.35M
4
LPL Financial
4
LPL Financial
California
$10.8M
5
PFA
5
Paradigm Financial Advisors
Missouri
$3.52M

Top Sellers

1
BHB
1
Bank Hapoalim BM
Israel
$0
2
FI
2
FormulaFolio Investments
Michigan
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.55M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$907K
5
KAS
5
Kestra Advisory Services
Texas
$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
126
Valeo Financial Advisors
Indiana
$45K – – –
IA
127
IFP Advisors
Florida
$45K +$45K +744 New
EP
128
Eudaimonia Partners
Tennessee
$44K – – –
FHA
129
First Horizon Advisors
Tennessee
$37K – – –
SWA
130
SOA Wealth Advisors
New York
$30K – – –
SC
131
SouthState Corp
Florida
$27K – – –
RFA
132
Reilly Financial Advisors
California
$27K – – –
FPW
133
Flagship Private Wealth
Massachusetts
$25.6K – – –
AA
134
Ancora Advisors
Ohio
$25K – – –
HWMA
135
Heritage Wealth Management (Arizona)
Arizona
$21K +$21K +357 New
BWM
136
Baystate Wealth Management
Massachusetts
$19K – – –
VNA
137
Valley National Advisers
Pennsylvania
$19K – – –
IF
138
Ironwood Financial
Arizona
$18K -$24.3K -405 -57%
FP
139
Fiduciary Planning
Florida
$18K – – –
GAM
140
Gemmer Asset Management
California
$18K – – –
CFGS
141
Concourse Financial Group Securities
Alabama
$17K – – –
IAIM
142
International Assets Investment Management
Florida
$16K – – –
GRP
143
Global Retirement Partners
California
$16K +$3.24K +54 +25%
BW
144
Bison Wealth
Georgia
$14K – – –
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$14K +$6.33K +114 +83%
TF
146
TimeScale Financial
Massachusetts
$13K – – –
CAL
147
Capital Analysts LLC
Pennsylvania
$12K – – –
AWM
148
Accel Wealth Management
Iowa
$9K +$9K +150 New
AIC
149
Ameritas Investment Company
Nebraska
$7.97K +$7.97K +135 New
AIM
150
Anchor Investment Management
South Carolina
$1.77K +$1.77K +30 New
3 4 5
6
7