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iShares US Consumer Staples ETF

290 hedge funds and large institutions have $1.03B invested in iShares US Consumer Staples ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more capital invested

Capital invested by funds: $602M → $1.03B (+$428M)

32.65% more ownership

Funds ownership: 51.31%83.96% (+33%)

8% more funds holding

Funds holding: 269290 (+21)

21% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 99

Holders
290
Holders Change
+21
Holders Change %
+7.81%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
78
Reduced
99
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
151
Thoroughbred Financial Services
Tennessee
$332K +$863 +12 +0.3%
APWA
152
Atlas Private Wealth Advisors
New Jersey
$326K -$53.9K -750 -14%
RPGK
153
Retirement Planning Group (Kansas)
Kansas
$325K -$34.4K -479 -9%
SFS
154
Symphony Financial Services
Ohio
$321K
BFA
155
Beacon Financial Advisory
Ohio
$317K +$863 +12 +0.3%
OCA
156
Odyssey Capital Advisors
Pennsylvania
$317K -$17K -236 -5%
TFS
157
Targeted Financial Services
Florida
$314K -$272K -3,786 -46%
PW
158
PUREfi Wealth
Massachusetts
$314K +$322K +4,481 New
AAS
159
Ameritas Advisory Services
Nebraska
$309K -$17K -237 -5%
Cerity Partners
160
Cerity Partners
New York
$304K -$10.1K -140 -3%
TW
161
Traveka Wealth
California
$302K +$310K +4,319 New
TP
162
TritonPoint Partners
Maryland
$299K +$307K +4,276 New
FPW
163
Fairvoy Private Wealth
Alabama
$297K +$305K +4,242 New
CWM
164
Cordatus Wealth Management
Pennsylvania
$296K
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$292K -$3.67K -51 -1%
SCG
166
Sonata Capital Group
Washington
$289K -$25.2K -350 -8%
CA
167
CoreCap Advisors
Michigan
$283K +$21K +292 +8%
BPA
168
Beacon Pointe Advisors
California
$281K +$57.1K +794 +25%
ML
169
MLP3 LLC
New Jersey
$270K
OCPWS
170
One Charles Private Wealth Services
Massachusetts
$267K -$39.8K -553 -13%
SEI Investments
171
SEI Investments
Pennsylvania
$263K +$270K +3,753 New
CA
172
Calton & Associates
Florida
$261K -$52.7K -733 -16%
SC
173
Scotia Capital
Ontario, Canada
$259K -$490K -6,816 -65%
B
174
Bailard
California
$254K
EWM
175
Empirical Wealth Management
Washington
$253K