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iShares US Consumer Staples ETF

235 hedge funds and large institutions have $876M invested in iShares US Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 31 closing their positions.

Holders
235
Holders Change
-9
Holders Change %
-3.69%
% of All Funds
3.75%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
57
Reduced
87
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
151
EP Wealth Advisors
California
$250K +$250K +4,020 New
HAS
152
HBW Advisory Services
California
$249K -$25.7K -414 -9%
AFWM
153
AMJ Financial Wealth Management
Virginia
$248K -$281K -4,518 -53%
HI
154
Harbour Investments
Wisconsin
$248K -$504K -8,112 -67%
GPA
155
Garrison Point Advisors
California
$246K
SG
156
StoneX Group
New York
$245K +$245K +3,936 New
Bank of New York Mellon
157
Bank of New York Mellon
New York
$240K +$240K +3,864 New
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$238K -$2.43K -39 -1%
FMC
159
First Merchants Corp
Indiana
$237K
CA
160
CoreCap Advisors
Michigan
$231K -$1.19M -19,107 -84%
AF
161
Affiance Financial
Minnesota
$228K
B
162
Bailard
California
$226K
VFG
163
V2 Financial group
Illinois
$224K
KNW
164
Kesler Norman & Wride
Utah
$218K +$218K +3,513 New
HTC
165
Haverford Trust Company
Pennsylvania
$216K
OPWM
166
Oxinas Partners Wealth Management
Indiana
$208K -$2.8K -45 -1%
JEST
167
JTC Employer Solutions Trustee
Jersey
$207K
AA
168
Advisory Alpha
Michigan
$206K -$7.47K -120 -3%
D
169
Diversified
Delaware
$204K
MWM
170
MinichMacGregor Wealth Management
New York
$202K -$19.4M -311,634 -99%
KeyBank National Association
171
KeyBank National Association
Ohio
$200K
MA
172
Montag & Associates
Georgia
$169K
CTA
173
Colonial Trust Advisors
South Carolina
$159K +$18.8K +303 +13%
SWM
174
Spire Wealth Management
Virginia
$145K +$24.8K +399 +21%
TF
175
Tompkins Financial
New York
$145K