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iShares US Consumer Staples ETF
IYK

249 hedge funds and large institutions have $629M invested in iShares US Consumer Staples ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

51% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 61

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

7% more funds holding

Funds holding: 233 → 249 (+16)

6% less capital invested

Capital invested by funds: $673M → $629M (-$43.6M)

138.48% less ownership

Funds ownership: 188.52% → 50.04% (-138%)

Holders
249
Holders Change
+16
Holders Change %
+6.87%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
32
Increased
92
Reduced
61
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCP
Perbak Capital Partners
United Kingdom
+$9.51M
2
Jane Street
Jane Street
New York
+$3.41M
3
GC
Grimes & Company
Massachusetts
+$3.39M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.92M
5
Bank of America
Bank of America
North Carolina
+$2.47M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$11.1M
2
LPL Financial
LPL Financial
California
-$9.02M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.94M
4
RCAG
Rehmann Capital Advisory Group
Michigan
-$3.33M
5
Ameriprise
Ameriprise
Minnesota
-$3.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
126
Greenleaf Trust
Michigan
$327K +$342K +4,983 New
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$323K – – –
GLLW
128
Graves Light Lenhart Wealth
Virginia
$318K – – –
CA
129
Calton & Associates
Florida
$314K -$237K -3,453 -42%
GRP
130
Global Retirement Partners
California
$310K +$36.5K +532 +13%
OCPWS
131
One Charles Private Wealth Services
Massachusetts
$309K – – –
EWM
132
Empirical Wealth Management
Washington
$307K – – –
CFG
133
Citizens Financial Group
Rhode Island
$305K +$1.03K +15 +0.3%
BBHC
134
Brown Brothers Harriman & Co
New York
$295K – – –
SB
135
Strategic Blueprint
Georgia
$294K +$4.81K +70 +2%
GCP
136
GSA Capital Partners
United Kingdom
$282K +$42.7K +621 +17%
GPA
137
Garrison Point Advisors
California
$280K – – –
RA
138
RFG Advisory
Alabama
$278K +$2.27K +33 +0.8%
CWM
139
Cordatus Wealth Management
Pennsylvania
$278K – – –
SCG
140
Sonata Capital Group
Washington
$277K -$6.87K -100 -2%
D.E. Shaw & Co
141
D.E. Shaw & Co
New York
$270K +$283K +4,121 New
FFN
142
Focus Financial Network
Minnesota
$268K -$132K -1,918 -32%
TCM
143
Triumph Capital Management
Colorado
$268K +$280K +4,082 New
Mariner
144
Mariner
Kansas
$268K -$30.1K -438 -10%
ATC
145
Adirondack Trust Company
New York
$267K -$275 -4 -0.1%
PAS
146
PKS Advisory Services
New York
$261K +$273K +3,980 New
SPC
147
Sigma Planning Corp
Michigan
$256K +$69 +1 +0%
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$254K – – –
GWM
149
Gray Wealth Management
Maine
$245K +$481 +7 +0.2%
AWM
150
Apollon Wealth Management
South Carolina
$241K +$253K +3,678 New
4 5
6
7 8

IYK Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q4 2024, worth a combined $629M — down 6.5% from $673M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IYK positions and 13 closed out — a net gain of 19 holders — while 92 added to existing stakes and 61 trimmed.

The largest buyer was Perbak Capital Partners, opening a new position worth an estimated $9.51M. The largest seller was Morgan Stanley, cutting an estimated $11.1M.

  • 249 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q4 2024, up from 233 in Q3 2024.
  • Funds reported $629M of iShares US Consumer Staples ETF stock for Q4 2024, down 6.5% quarter-over-quarter.
  • 32 funds opened new iShares US Consumer Staples ETF positions in Q4 2024 and 13 closed out, a net change of +19 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q4 2024 was Perbak Capital Partners, an estimated $9.51M added.
  • The largest iShares US Consumer Staples ETF seller in Q4 2024 was Morgan Stanley, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2024.