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iShares US Consumer Staples ETF
IYK

211 hedge funds and large institutions have $703M invested in iShares US Consumer Staples ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 1 → 8 (+7)

90% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 39

81% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 31

52% more capital invested

Capital invested by funds: $463M → $703M (+$240M)

16.16% more ownership

Funds ownership: 144.11% → 160.27% (+16%)

13% more funds holding

Funds holding: 187 → 211 (+24)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $430K

Holders
211
Holders Change
+24
Holders Change %
+12.83%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.13%
New
56
Increased
74
Reduced
39
Closed
31
Calls
–
Puts
$430K
Net Calls
-$430K
Net Calls Change
-$430K

Top Buyers

1
EF
Empowered Funds
Pennsylvania
+$41.9M
2
Bank of America
Bank of America
North Carolina
+$31.4M
3
Wells Fargo
Wells Fargo
California
+$21M
4
LPL Financial
LPL Financial
California
+$20.1M
5
MWM
MinichMacGregor Wealth Management
New York
+$17.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$24M
2
BWM
Bulltick Wealth Management
Florida
-$12.1M
3
Goldman Sachs
Goldman Sachs
New York
-$8.95M
4
WA
Wealthstar Advisors
Texas
-$4.12M
5
FTUS
Flow Traders U.S.
New York
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
126
Ferguson Wellman Capital Management
Oregon
$393K -$11.1K -165 -3%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$391K +$31.7K +471 +8%
CA
128
CoreCap Advisors
Michigan
$384K +$92.4K +1,374 +30%
KP
129
Keel Point
Alabama
$375K +$375K +5,574 New
SPC
130
Sigma Planning Corp
Michigan
$372K +$142K +2,106 +58%
CWM
131
Comprehensive Wealth Management
Washington
$366K +$97.6K +1,452 +35%
BFA
132
Beacon Financial Advisory
Ohio
$361K +$1.01K +15 +0.3%
WIA
133
World Investment Advisors
California
$345K +$17.7K +264 +5%
EWM
134
Empirical Wealth Management
Washington
$312K – – –
BAM
135
Belpointe Asset Management
Nevada
$310K +$12.9K +192 +4%
William Blair & Company
136
William Blair & Company
Illinois
$301K – – –
APA
137
American Portfolios Advisors
New York
$298K -$12.1K -180 -4%
GWM
138
Gray Wealth Management
Maine
$296K +$202 +3 +0.1%
BBHC
139
Brown Brothers Harriman & Co
New York
$292K – – –
LWM
140
Laidlaw Wealth Management
New York
$288K – – –
AWA
141
Arkadios Wealth Advisors
Georgia
$288K +$47.6K +708 +19%
CA
142
Continuum Advisory
Idaho
$279K +$288K +4,287 New
CWM
143
Cordatus Wealth Management
Pennsylvania
$275K – – –
AC
144
Abbrea Capital
California
$273K – – –
BFEC
145
Benjamin F. Edwards & Company
Missouri
$262K +$271K +4,035 New
PSF
146
Pacific Sun Financial
California
$257K +$48K +714 +22%
IA
147
IFP Advisors
Florida
$252K – – –
GPA
148
Garrison Point Advisors
California
$252K +$10.1K +150 +4%
D
149
Diversified
Delaware
$251K +$202 +3 +0.1%
AF
150
Affiance Financial
Minnesota
$239K – – –
4 5
6
7 8

IYK Hedge Fund Activity: Q2 2022 in Review

211 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q2 2022, worth a combined $703M — up 52% from $463M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYK positions and 31 closed out — a net gain of 25 holders — while 74 added to existing stakes and 39 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $41.9M. The largest seller was Bank of Montreal, cutting an estimated $24M.

  • 211 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q2 2022, up from 187 in Q1 2022.
  • Funds reported $703M of iShares US Consumer Staples ETF stock for Q2 2022, up 52% quarter-over-quarter.
  • 56 funds opened new iShares US Consumer Staples ETF positions in Q2 2022 and 31 closed out, a net change of +25 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q2 2022 was Empowered Funds, an estimated $41.9M added.
  • The largest iShares US Consumer Staples ETF seller in Q2 2022 was Bank of Montreal, an estimated $24M sold.

Based on aggregated 13F filings for Q2 2022.