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iShares US Consumer Staples ETF

244 hedge funds and large institutions have $934M invested in iShares US Consumer Staples ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
3.85%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
32
Increased
79
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OCPWS
151
One Charles Private Wealth Services
Massachusetts
$296K -$16.8K -252 -5%
AWM
152
Avior Wealth Management
Nebraska
$296K -$115K -1,839 -28%
HAS
153
HBW Advisory Services
California
$295K -$12.6K -189 -4%
BIA
154
Biondo Investment Advisors
Pennsylvania
$292K +$13K +195 +5%
SB
155
Strategic Blueprint
Georgia
$291K +$10.2K +153 +4%
GWM
156
Gray Wealth Management
Maine
$289K -$16.6K -249 -5%
CWM
157
Cordatus Wealth Management
Pennsylvania
$283K +$283K +4,233 New
AC
158
Abbrea Capital
California
$280K
BFEC
159
Benjamin F. Edwards & Company
Missouri
$279K -$4.41K -66 -2%
RJT
160
Raymond James Trust
Florida
$278K +$17K +255 +7%
GPA
161
Garrison Point Advisors
California
$265K -$5.01K -75 -2%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$258K +$258K +3,867 New
CFCI
163
Comprehensive Financial Consultants Institutional
Indiana
$257K +$257K +3,867 New
FMC
164
First Merchants Corp
Indiana
$255K -$34K -510 -12%
IWC
165
Integrated Wealth Concepts
Massachusetts
$249K +$200 +3 +0.1%
AF
166
Affiance Financial
Minnesota
$245K
B
167
Bailard
California
$243K
VFG
168
V2 Financial group
Illinois
$240K
ICP
169
Interchange Capital Partners
Pennsylvania
$237K +$5.66K +84 +2%
HTC
170
Haverford Trust Company
Pennsylvania
$232K
AA
171
Advisory Alpha
Michigan
$230K +$230K +3,438 New
OPWM
172
Oxinas Partners Wealth Management
Indiana
$227K -$3.81K -57 -2%
JEST
173
JTC Employer Solutions Trustee
Jersey
$222K
SCG
174
Sonata Capital Group
Washington
$222K +$222K +3,330 New
D
175
Diversified
Delaware
$219K