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iShares US Consumer Staples ETF
IYK

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: 8 → 9 (+1)

8% more capital invested

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

8% more funds holding

Funds holding: 211 → 227 (+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
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$34.1M
2
MOS
MGO One Seven
Ohio
+$17.7M
3
UBS Group
UBS Group
Switzerland
+$15.8M
4
Wells Fargo
Wells Fargo
California
+$14.7M
5
MML Investors Services
MML Investors Services
Massachusetts
+$14.5M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
-$40.5M
2
OC
Oppenheimer & Co
New York
-$10.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.63M
4
CCA
Conservest Capital Advisors
Pennsylvania
-$3.39M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIH
126
Meitav Investment House
Israel
$437K +$16.9K +258 +4%
GLLW
127
Graves Light Lenhart Wealth
Virginia
$399K – – –
WCM
128
WealthBridge Capital Management
Ohio
$399K – – –
WSCM
129
Wellington Shields Capital Management
New York
$397K – – –
FFN
130
Focus Financial Network
Minnesota
$396K +$17.7K +270 +4%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$375K +$15.2K +231 +4%
TWC
132
TD Waterhouse Canada
Ontario, Canada
$374K +$268K +4,080 +199%
BF
133
Blankinship & Foster
California
$370K – – –
TFF
134
The Family Firm
Maryland
$368K – – –
FWCM
135
Ferguson Wellman Capital Management
Oregon
$362K – – –
Renaissance Technologies
136
Renaissance Technologies
New York
$360K +$394K +6,000 New
CWM
137
Comprehensive Wealth Management
Washington
$348K +$12.2K +186 +3%
BFA
138
Beacon Financial Advisory
Ohio
$334K +$1.38K +21 +0.4%
AWA
139
Arkadios Wealth Advisors
Georgia
$331K +$71.5K +1,089 +25%
WIA
140
World Investment Advisors
California
$326K +$19.7K +300 +6%
COCM
141
Charter Oak Capital Management
New Hampshire
$315K -$853K -12,990 -71%
Mariner
142
Mariner
Kansas
$314K +$344K +5,235 New
PCM
143
Princeton Capital Management
New Jersey
$314K +$344K +5,241 New
CA
144
Continuum Advisory
Idaho
$313K +$61.7K +939 +22%
PSF
145
Pacific Sun Financial
California
$308K +$77.6K +1,182 +30%
IA
146
IFP Advisors
Florida
$299K +$71.1K +1,083 +17%
EWM
147
Empirical Wealth Management
Washington
$288K – – –
BAM
148
Belpointe Asset Management
Nevada
$286K +$788 +12 +0.3%
SI
149
Saxon Interests
Texas
$281K +$298K +4,542 New
William Blair & Company
150
William Blair & Company
Illinois
$278K – – –
4 5
6
7 8

IYK Hedge Fund Activity: Q3 2022 in Review

227 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2022, worth a combined $760M — up 8.1% from $703M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IYK positions and 22 closed out — a net gain of 16 holders — while 85 added to existing stakes and 49 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $34.1M. The largest seller was Empowered Funds, exiting entirely with an estimated $40.5M sold.

  • 227 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2022, up from 211 in Q2 2022.
  • Funds reported $760M of iShares US Consumer Staples ETF stock for Q3 2022, up 8.1% quarter-over-quarter.
  • 38 funds opened new iShares US Consumer Staples ETF positions in Q3 2022 and 22 closed out, a net change of +16 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q3 2022 was Manulife (Manufacturers Life Insurance), an estimated $34.1M added.
  • The largest iShares US Consumer Staples ETF seller in Q3 2022 was Empowered Funds, an estimated $40.5M sold.

Based on aggregated 13F filings for Q3 2022.