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iShares US Consumer Staples ETF
IYK

Overview Fund Activity

228 hedge funds and large institutions have $686M invested in iShares US Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-12
Holders Change %
-5%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
64
Reduced
86
Closed
29
Calls
$703K
Puts
–
Net Calls
+$703K
Net Calls Change
+$147K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$8.89M
3
BA
3
Bellwether Advisors
Nebraska
$12.6M
4
GWA
4
GGM Wealth Advisors
Maryland
$3.86M
5
LPL Financial
5
LPL Financial
California
$58.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.5M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.32M
4
CW
4
Connectus Wealth
Ohio
$0
5
Wells Fargo
5
Wells Fargo
California
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
126
Laidlaw Wealth Management
New York
$325K – – –
EWM
127
Empirical Wealth Management
Washington
$322K -$2.03K -30 -0.6%
SB
128
Strategic Blueprint
Georgia
$318K +$20.2K +299 +7%
OCPWS
129
One Charles Private Wealth Services
Massachusetts
$311K -$8.93K -132 -3%
BCM
130
Brookstone Capital Management
Illinois
$310K -$58.8K -869 -16%
PFS
131
Prospera Financial Services
Texas
$309K +$4.8K +71 +2%
SCG
132
Sonata Capital Group
Washington
$306K +$84.6K +1,250 +38%
BBHC
133
Brown Brothers Harriman & Co
New York
$304K – – –
EGWAG
134
Elwood & Goetz Wealth Advisory Group
Georgia
$303K -$202K -2,988 -40%
Cerity Partners
135
Cerity Partners
New York
$292K -$12.2K -181 -4%
MWM
136
Meridian Wealth Management
Kentucky
$290K -$21.6K -319 -7%
AC
137
Abbrea Capital
California
$284K – – –
COCM
138
Charter Oak Capital Management
New Hampshire
$269K +$3.65K +54 +1%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$269K -$202K -2,988 -43%
ATC
140
Adirondack Trust Company
New York
$268K +$10K +148 +4%
GPA
141
Garrison Point Advisors
California
$268K – – –
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$265K +$265K +3,944 New
GWM
143
Gray Wealth Management
Maine
$259K -$17.2K -254 -6%
SPC
144
Sigma Planning Corp
Michigan
$258K +$258K +3,816 New
GS
145
GTS Securities
New York
$257K – – –
GRP
146
Global Retirement Partners
California
$251K +$10K +148 +4%
AF
147
Affiance Financial
Minnesota
$249K – – –
B
148
Bailard
California
$246K – – –
VFG
149
V2 Financial group
Illinois
$243K – – –
FMC
150
First Merchants Corp
Indiana
$242K -$16.2K -240 -6%
4 5
6
7 8