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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
HWMA
126
Heritage Wealth Management (Arizona)
Arizona
$19K -$739 -12 -4%
GAM
127
Gemmer Asset Management
California
$19K
VNA
128
Valley National Advisers
Pennsylvania
$19K
IF
129
Ironwood Financial
Arizona
$18K
GRP
130
Global Retirement Partners
California
$16K -$185 -3 -1%
WBC
131
West Branch Capital
Massachusetts
$16K
BW
132
Bison Wealth
Georgia
$15K
FF
133
FourThought Financial
Florida
$15K +$15.9K +258 New
NFG
134
Next Financial Group
Texas
$14K -$81.1K -1,317 -85%
TF
135
TimeScale Financial
Massachusetts
$14K
WWMSC
136
Wagner Wealth Management (South Carolina)
South Carolina
$13K -$5.54K -90 -30%
CAL
137
Capital Analysts LLC
Pennsylvania
$12K
LWM
138
Liberty Wealth Management
California
$6K +$5.91K +96 New
EWM
139
EPG Wealth Management
Georgia
$3K +$2.77K +45 New
AIM
140
Anchor Investment Management
South Carolina
$1.8K
AF
141
Advisornet Financial
Minnesota
$1K
BBHC
142
Brown Brothers Harriman & Co
New York
$269
RIG
143
RiverFront Investment Group
Virginia
-$2.56M -41,748 Closed
FEM
144
Fulcrum Equity Management
Texas
-$948K -15,459 Closed
NA
145
Navellier & Associates
Nevada
-$547K -8,916 Closed
JWCA
146
J.W. Cole Advisors
Florida
-$476K -7,770 Closed
HAS
147
HBW Advisory Services
California
-$295K -4,809 Closed
CCFM
148
Clear Creek Financial Management
Washington
-$220K -3,582 Closed
ASN
149
Advisory Services Network
Georgia
-$192K -3,129 Closed
PWP
150
Personal Wealth Partners
Minnesota
-$34K -555 Closed