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iShares US Consumer Staples ETF

242 hedge funds and large institutions have $982M invested in iShares US Consumer Staples ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-19
Holders Change %
-7.28%
% of All Funds
3.87%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.21%
New
26
Increased
84
Reduced
80
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
126
Laidlaw Wealth Management
New York
$502K -$166K -2,499 -25%
MIH
127
Meitav Investment House
Israel
$499K
TFF
128
The Family Firm
Maryland
$477K +$62.9K +948 +15%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$472K -$283K -4,257 -37%
AWM
130
Accel Wealth Management
Iowa
$471K +$115K +1,734 +32%
CPC
131
Cookson Peirce & Co
Pennsylvania
$468K +$4.98K +75 +1%
CA
132
Continuum Advisory
Idaho
$466K +$75.1K +1,131 +19%
BFA
133
Beacon Financial Advisory
Ohio
$465K +$103K +1,554 +29%
RSWM
134
Robertson Stephens Wealth Management
California
$464K +$464K +6,990 New
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$464K +$27.1K +408 +6%
CWM
136
Comprehensive Wealth Management
Washington
$452K +$50.2K +756 +12%
GLLW
137
Graves Light Lenhart Wealth
Virginia
$442K
HighTower Advisors
138
HighTower Advisors
Illinois
$440K -$38.1K -573 -8%
CF
139
Centaurus Financial
California
$435K -$357K -5,382 -45%
WCM
140
WealthBridge Capital Management
Ohio
$435K +$83.3K +1,254 +24%
FWCM
141
Ferguson Wellman Capital Management
Oregon
$431K
BF
142
Blankinship & Foster
California
$417K +$1.59K +24 +0.4%
AWM
143
Avior Wealth Management
Nebraska
$416K +$343K +5,409 +470%
TWC
144
TD Waterhouse Canada
Ontario, Canada
$410K -$9.63K -144 -2%
COCM
145
Charter Oak Capital Management
New Hampshire
$405K +$75.9K +1,143 +23%
AWA
146
Arkadios Wealth Advisors
Georgia
$386K -$6.58K -99 -2%
WIA
147
World Investment Advisors
California
$364K -$4.58K -69 -1%
DWM
148
Denver Wealth Management
Colorado
$352K -$525K -7,896 -60%
PCM
149
Princeton Capital Management
New Jersey
$348K
CCA
150
Cottonwood Capital Advisors
Utah
$348K +$59.4K +894 +21%