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iShares US Consumer Staples ETF

230 hedge funds and large institutions have $581M invested in iShares US Consumer Staples ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 23 closing their positions.

Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
57
Reduced
88
Closed
23
Calls
$408K
Puts
Net Calls
+$408K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
126
Cordatus Wealth Management
Pennsylvania
$278K +$278K +4,233 New
SLWA
127
San Luis Wealth Advisors
California
$271K +$271K +4,116 New
ATC
128
Adirondack Trust Company
New York
$268K +$6.84K +104 +3%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$258K
AWA
130
Arkadios Wealth Advisors
Georgia
$253K -$63.6K -967 -20%
SPC
131
Sigma Planning Corp
Michigan
$252K +$658 +10 +0.3%
GWM
132
Gray Wealth Management
Maine
$250K -$1.05K -16 -0.4%
VFG
133
V2 Financial group
Illinois
$247K
AF
134
Affiance Financial
Minnesota
$242K
B
135
Bailard
California
$239K
GRP
136
Global Retirement Partners
California
$239K -$5.13K -78 -2%
Cerity Partners
137
Cerity Partners
New York
$238K -$46.4K -706 -16%
Mariner
138
Mariner
Kansas
$234K +$35.1K +534 +18%
VPP
139
Vertex Planning Partners
Illinois
$226K -$66 -1 -0%
COCM
140
Charter Oak Capital Management
New Hampshire
$224K -$37.7K -573 -14%
NPFS
141
Novak & Powell Financial Services
Florida
$224K +$224K +3,401 New
Jones Financial Companies
142
Jones Financial Companies
Missouri
$221K +$147K +2,243 +199%
QCM
143
Quantinno Capital Management
New York
$219K +$219K +3,328 New
JEST
144
JTC Employer Solutions Trustee
Jersey
$218K
D
145
Diversified
Delaware
$216K +$66 +1 +0%
OPWM
146
Oxinas Partners Wealth Management
Indiana
$209K +$1.18K +18 +0.6%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$209K -$52.6K -800 -20%
TC
148
Trilogy Capital
California
$206K -$9.86K -150 -5%
SFS
149
Symphony Financial Services
Ohio
$205K +$205K +3,133 New
TWM
150
TSA Wealth Management
Texas
$205K