iShares US Consumer Staples ETF
IYK
142 hedge funds and large institutions have $306M invested in iShares US Consumer Staples ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 13 closing their positions.
123% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 13
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
80% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 25
30% more capital invested
Capital invested by funds: $235M → $306M (+$70.7M)
10% more funds holding
Funds holding: 129 → 142 (+13)
1.48% more ownership
Funds ownership: 122.83% → 124.31% (+1.5%)
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$8.92M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$6.44M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4.62M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.17M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.79M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Koshinski Asset Management
Decatur,
Illinois
| – | -$259 | -4,974 | Closed |
|
|
BWM
152
Benchmark Wealth Management
Old Lyme,
Connecticut
| – | -$224K | -4,500 | Closed |
|
|
AAP
153
Arax Advisory Partners
Denver,
Colorado
| – | -$7K | -147 | Closed |
|
|
HR
154
Howe & Rusling
Rochester,
New York
| – | -$4K | -72 | Closed |
|
|
CWC
155
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$3K | -54 | Closed |
|
|
S
156
SignatureFD
Atlanta,
Georgia
| – | -$2K | -36 | Closed |
|
IYK Hedge Fund Activity: Q4 2020 in Review
142 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q4 2020, worth a combined $306M — up 30% from $235M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IYK positions and 13 closed out — a net gain of 16 holders — while 45 added to existing stakes and 25 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $8.92M. The largest seller was RiverFront Investment Group, cutting an estimated $9.34M.
- 142 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q4 2020, up from 129 in Q3 2020.
- Funds reported $306M of iShares US Consumer Staples ETF stock for Q4 2020, up 30% quarter-over-quarter.
- 29 funds opened new iShares US Consumer Staples ETF positions in Q4 2020 and 13 closed out, a net change of +16 holders.
- The largest iShares US Consumer Staples ETF buyer in Q4 2020 was Goldman Sachs, an estimated $8.92M added.
- The largest iShares US Consumer Staples ETF seller in Q4 2020 was RiverFront Investment Group, an estimated $9.34M sold.
Based on aggregated 13F filings for Q4 2020.