IYK icon

iShares US Consumer Staples ETF
IYK

Overview Fund Activity

240 hedge funds and large institutions have $741M invested in iShares US Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 51 increasing their positions, 89 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
48
Increased
51
Reduced
89
Closed
40
Calls
$556K
Puts
–
Net Calls
+$556K
Net Calls Change
+$556K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$136M
2
CW
2
Connectus Wealth
Ohio
$7.66M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.83M
4
WC
4
Waterloo Capital
Texas
$2.33M
5
LPL Financial
5
LPL Financial
California
$51.9M

Top Sellers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$33.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.7M
3
Bank of America
3
Bank of America
North Carolina
$40.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$844K
5
UBS Group
5
UBS Group
Switzerland
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
126
Graves Light Lenhart Wealth
Virginia
$310K – – –
LWM
127
Laidlaw Wealth Management
New York
$307K -$102K -1,602 -25%
EWM
128
Empirical Wealth Management
Washington
$307K – – –
OCPWS
129
One Charles Private Wealth Services
Massachusetts
$302K -$55.2K -864 -15%
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$299K – – –
Citigroup
131
Citigroup
New York
$299K -$319K -4,998 -52%
MWM
132
Meridian Wealth Management
Kentucky
$294K -$302K -4,725 -51%
Cerity Partners
133
Cerity Partners
New York
$288K +$288K +4,503 New
PFS
134
Prospera Financial Services
Texas
$288K -$6.83M -106,863 -96%
BBHC
135
Brown Brothers Harriman & Co
New York
$288K – – –
SB
136
Strategic Blueprint
Georgia
$282K +$3.26K +51 +1%
AC
137
Abbrea Capital
California
$268K – – –
JWCA
138
J.W. Cole Advisors
Florida
$267K -$29.3K -459 -10%
GWM
139
Gray Wealth Management
Maine
$261K +$767 +12 +0.3%
GPA
140
Garrison Point Advisors
California
$253K – – –
COCM
141
Charter Oak Capital Management
New Hampshire
$251K -$135K -2,118 -35%
ATC
142
Adirondack Trust Company
New York
$249K +$143K +2,199 +135%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$245K – – –
UCFA
144
United Capital Financial Advisors
Texas
$245K -$2.1M -32,826 -90%
SFI
145
SPC Financial Inc
Maryland
$245K -$407K -6,372 -62%
FMC
146
First Merchants Corp
Indiana
$244K – – –
GS
147
GTS Securities
New York
$243K +$243K +3,807 New
BIA
148
Biondo Investment Advisors
Pennsylvania
$242K -$19.2K -300 -7%
TW
149
TritonPoint Wealth
Maryland
$239K +$239K +3,735 New
HI
150
Harbour Investments
Wisconsin
$236K -$18.4K -288 -7%
4 5
6
7 8