We are live on ! Find out more
IYK icon

iShares US Consumer Staples ETF
IYK

227 hedge funds and large institutions have $760M invested in iShares US Consumer Staples ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

8% more capital invested

Capital invested by funds: $703M → $760M (+$57.1M)

8% more funds holding

Funds holding: 211 → 227 (+16)

3.61% more ownership

Funds ownership: 160.27% → 163.88% (+3.6%)

Holders
227
Holders Change
+16
Holders Change %
+7.58%
% of All Funds
3.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
38
Increased
85
Reduced
49
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$34.1M
2
MOS
MGO One Seven
Ohio
+$17.7M
3
UBS Group
UBS Group
Switzerland
+$15.8M
4
Wells Fargo
Wells Fargo
California
+$14.7M
5
MML Investors Services
MML Investors Services
Massachusetts
+$14.5M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
-$40.5M
2
OC
Oppenheimer & Co
New York
-$10.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.63M
4
CCA
Conservest Capital Advisors
Pennsylvania
-$3.39M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMC
151
First Merchants Corp
Indiana
$275K +$302K +4,596 New
APA
152
American Portfolios Advisors
New York
$274K -$1.38K -21 -0.5%
GWM
153
Gray Wealth Management
Maine
$273K – – –
BBHC
154
Brown Brothers Harriman & Co
New York
$270K – – –
CF
155
Centaurus Financial
California
$259K -$204K -3,102 -42%
CWM
156
Cordatus Wealth Management
Pennsylvania
$254K – – –
AC
157
Abbrea Capital
California
$252K – – –
KP
158
Keel Point
Alabama
$248K -$94.2K -1,434 -26%
OCPWS
159
One Charles Private Wealth Services
Massachusetts
$245K +$268K +4,086 New
BFEC
160
Benjamin F. Edwards & Company
Missouri
$244K +$1.77K +27 +0.7%
SCFS
161
S.C. Financial Services
Arizona
$242K +$266K +4,044 New
GPA
162
Garrison Point Advisors
California
$238K +$5.91K +90 +2%
RJT
163
Raymond James Trust
Florida
$235K +$46.5K +708 +22%
SB
164
Strategic Blueprint
Georgia
$226K +$248K +3,774 New
D
165
Diversified
Delaware
$225K -$8.08K -123 -3%
AF
166
Affiance Financial
Minnesota
$220K – – –
CS
167
Comerica Securities
Michigan
$219K – – –
B
168
Bailard
California
$218K – – –
WWA
169
WCG Wealth Advisors
Nevada
$216K +$237K +3,606 New
VFG
170
V2 Financial group
Illinois
$216K – – –
CWA
171
Canvas Wealth Advisors
Kansas
$214K -$21.5K -327 -9%
IWC
172
Integrated Wealth Concepts
Massachusetts
$208K +$9.85K +150 +5%
HTC
173
Haverford Trust Company
Pennsylvania
$208K +$228K +3,474 New
JEST
174
JTC Employer Solutions Trustee
Jersey
$199K – – –
GRP
175
Global Retirement Partners
California
$174K +$3.94K +60 +2%
5 6
7
8 9

IYK Hedge Fund Activity: Q3 2022 in Review

227 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2022, worth a combined $760M — up 8.1% from $703M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IYK positions and 22 closed out — a net gain of 16 holders — while 85 added to existing stakes and 49 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $34.1M. The largest seller was Empowered Funds, exiting entirely with an estimated $40.5M sold.

  • 227 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2022, up from 211 in Q2 2022.
  • Funds reported $760M of iShares US Consumer Staples ETF stock for Q3 2022, up 8.1% quarter-over-quarter.
  • 38 funds opened new iShares US Consumer Staples ETF positions in Q3 2022 and 22 closed out, a net change of +16 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q3 2022 was Manulife (Manufacturers Life Insurance), an estimated $34.1M added.
  • The largest iShares US Consumer Staples ETF seller in Q3 2022 was Empowered Funds, an estimated $40.5M sold.

Based on aggregated 13F filings for Q3 2022.