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iShares US Consumer Staples ETF
IYK

Overview Fund Activity

211 hedge funds and large institutions have $702M invested in iShares US Consumer Staples ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+24
Holders Change %
+12.83%
% of All Funds
3.57%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.14%
New
56
Increased
74
Reduced
39
Closed
31
Calls
–
Puts
$430K
Net Calls
-$430K
Net Calls Change
-$430K

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$40.5M
2
Bank of America
2
Bank of America
North Carolina
$69M
3
Wells Fargo
3
Wells Fargo
California
$35.3M
4
LPL Financial
4
LPL Financial
California
$28.9M
5
MWM
5
MinichMacGregor Wealth Management
New York
$17M

Top Sellers

1
BWM
1
Bulltick Wealth Management
Florida
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$11.5M
3
WA
3
Wealthstar Advisors
Texas
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
151
Canvas Wealth Advisors
Kansas
$236K – – –
B
152
Bailard
California
$236K – – –
VFG
153
V2 Financial group
Illinois
$234K – – –
CA
154
Cetera Advisors
Colorado
$226K +$226K +3,483 New
EWA
155
EP Wealth Advisors
California
$225K +$225K +3,465 New
IWC
156
Integrated Wealth Concepts
Massachusetts
$216K -$4.1K -63 -2%
JEST
157
JTC Employer Solutions Trustee
Jersey
$216K – – –
RJT
158
Raymond James Trust
Florida
$208K +$208K +3,198 New
TSA
159
Tri-Star Advisors
Texas
$206K – – –
WMP
160
Wealth Management Partners
Arizona
$201K – – –
CI
161
CX Institutional
Indiana
$194K +$194K +2,991 New
GRP
162
Global Retirement Partners
California
$168K +$32.8K +504 +24%
MA
163
Montag & Associates
Georgia
$158K – – –
AW
164
ACG Wealth
Georgia
$140K +$140K +2,157 New
TWC
165
TD Waterhouse Canada
Ontario, Canada
$135K +$98.9K +1,500 +272%
SWM
166
Selective Wealth Management
Virginia
$117K – – –
SSB
167
Sandy Spring Bank
Maryland
$109K – – –
EIP
168
Ellis Investment Partners
Pennsylvania
$101K +$194 +3 +0.2%
SC
169
Steph & Co
Wisconsin
$99K – – –
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.4K – – –
BWA
171
BDO Wealth Advisors
Florida
$88K – – –
HBW
172
Hazlett, Burt & Watson
West Virginia
$82K – – –
ACM
173
AUA Capital Management
Pennsylvania
$78K +$11.3K +174 +17%
VVP
174
Venture Visionary Partners
Ohio
$78K +$78K +1,200 New
SWM
175
Spire Wealth Management
Virginia
$76K -$7.44K -114 -9%
5 6
7
8 9