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iShares US Consumer Staples ETF
IYK

211 hedge funds and large institutions have $703M 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

700% more funds holding in top 10

Funds holding in top 10: 1 → 8 (+7)

90% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 39

81% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 31

52% more capital invested

Capital invested by funds: $463M → $703M (+$240M)

16.16% more ownership

Funds ownership: 144.11% → 160.27% (+16%)

13% more funds holding

Funds holding: 187 → 211 (+24)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $430K

Holders
211
Holders Change
+24
Holders Change %
+12.83%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.13%
New
56
Increased
74
Reduced
39
Closed
31
Calls
–
Puts
$430K
Net Calls
-$430K
Net Calls Change
-$430K

Top Buyers

1
EF
Empowered Funds
Pennsylvania
+$41.9M
2
Bank of America
Bank of America
North Carolina
+$31.4M
3
Wells Fargo
Wells Fargo
California
+$21M
4
LPL Financial
LPL Financial
California
+$20.1M
5
MWM
MinichMacGregor Wealth Management
New York
+$17.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$24M
2
BWM
Bulltick Wealth Management
Florida
-$12.1M
3
Goldman Sachs
Goldman Sachs
New York
-$8.95M
4
WA
Wealthstar Advisors
Texas
-$4.12M
5
FTUS
Flow Traders U.S.
New York
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
151
Comerica Securities
Michigan
$237K – – –
B
152
Bailard
California
$236K – – –
CWA
153
Canvas Wealth Advisors
Kansas
$236K – – –
VFG
154
V2 Financial group
Illinois
$234K – – –
CA
155
Cetera Advisors
Colorado
$226K +$234K +3,483 New
EWA
156
EP Wealth Advisors
California
$225K +$233K +3,465 New
IWC
157
Integrated Wealth Concepts
Massachusetts
$216K -$4.24K -63 -2%
JEST
158
JTC Employer Solutions Trustee
Jersey
$216K – – –
RJT
159
Raymond James Trust
Florida
$208K +$215K +3,198 New
TSA
160
Tri-Star Advisors
Texas
$206K – – –
WMP
161
Wealth Management Partners
Arizona
$201K – – –
CI
162
CX Institutional
Indiana
$194K +$201K +2,991 New
GRP
163
Global Retirement Partners
California
$168K +$33.9K +504 +24%
MA
164
Montag & Associates
Georgia
$158K – – –
AW
165
ACG Wealth
Georgia
$140K +$145K +2,157 New
TWC
166
TD Waterhouse Canada
Ontario, Canada
$135K +$101K +1,500 +272%
SWM
167
Selective Wealth Management
Virginia
$117K – – –
SSB
168
Sandy Spring Bank
Maryland
$109K – – –
EIP
169
Ellis Investment Partners
Pennsylvania
$101K +$202 +3 +0.2%
SC
170
Steph & Co
Wisconsin
$99K – – –
FDCDDQ
171
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.4K – – –
BWA
172
BDO Wealth Advisors
Florida
$88K – – –
HBW
173
Hazlett, Burt & Watson
West Virginia
$82K – – –
ACM
174
AUA Capital Management
Pennsylvania
$78K +$11.7K +174 +17%
VVP
175
Venture Visionary Partners
Ohio
$78K +$80.7K +1,200 New
5 6
7
8 9

IYK Hedge Fund Activity: Q2 2022 in Review

211 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q2 2022, worth a combined $703M — up 52% from $463M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYK positions and 31 closed out — a net gain of 25 holders — while 74 added to existing stakes and 39 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $41.9M. The largest seller was Bank of Montreal, cutting an estimated $24M.

  • 211 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q2 2022, up from 187 in Q1 2022.
  • Funds reported $703M of iShares US Consumer Staples ETF stock for Q2 2022, up 52% quarter-over-quarter.
  • 56 funds opened new iShares US Consumer Staples ETF positions in Q2 2022 and 31 closed out, a net change of +25 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q2 2022 was Empowered Funds, an estimated $41.9M added.
  • The largest iShares US Consumer Staples ETF seller in Q2 2022 was Bank of Montreal, an estimated $24M sold.

Based on aggregated 13F filings for Q2 2022.