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iShares US Consumer Staples ETF
IYK

Overview Fund Activity

240 hedge funds and large institutions have $741M invested in iShares US Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 51 increasing their positions, 89 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
48
Increased
51
Reduced
89
Closed
40
Calls
$556K
Puts
–
Net Calls
+$556K
Net Calls Change
+$556K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$136M
2
CW
2
Connectus Wealth
Ohio
$7.66M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.83M
4
WC
4
Waterloo Capital
Texas
$2.33M
5
LPL Financial
5
LPL Financial
California
$51.9M

Top Sellers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$33.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.7M
3
Bank of America
3
Bank of America
North Carolina
$40.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$844K
5
UBS Group
5
UBS Group
Switzerland
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Affiance Financial
Minnesota
$235K – – –
B
152
Bailard
California
$232K – – –
WAS
153
WESPAC Advisors SoCal
California
$232K +$232K +3,630 New
VFG
154
V2 Financial group
Illinois
$230K – – –
NPFS
155
Novak & Powell Financial Services
Florida
$229K +$229K +3,534 New
GRP
156
Global Retirement Partners
California
$229K +$132K +2,058 +137%
Pathstone Holdings
157
Pathstone Holdings
New Jersey
$226K +$226K +3,540 New
HTC
158
Haverford Trust Company
Pennsylvania
$222K – – –
CF
159
Centaurus Financial
California
$220K -$94K -1,467 -30%
VPP
160
Vertex Planning Partners
Illinois
$220K +$220K +3,435 New
OPWM
161
Oxinas Partners Wealth Management
Indiana
$214K +$383 +6 +0.2%
IAIM
162
International Assets Investment Management
Florida
$213K +$213K +3,339 New
JEST
163
JTC Employer Solutions Trustee
Jersey
$211K – – –
TC
164
Trilogy Capital
California
$210K +$210K +3,288 New
D
165
Diversified
Delaware
$210K +$383 +6 +0.2%
SCG
166
Sonata Capital Group
Washington
$209K +$209K +3,270 New
KeyBank National Association
167
KeyBank National Association
Ohio
$206K – – –
TFF
168
The Family Firm
Maryland
$203K +$203K +3,174 New
SC
169
Scotia Capital
Ontario, Canada
$202K +$202K +3,162 New
GWSG
170
GPS Wealth Strategies Group
Colorado
$187K +$150K +2,352 +410%
CTA
171
Colonial Trust Advisors
South Carolina
$178K +$13.8K +216 +8%
MA
172
Montag & Associates
Georgia
$173K – – –
TF
173
Tompkins Financial
New York
$149K – – –
TWC
174
TD Waterhouse Canada
Ontario, Canada
$144K -$252K -3,900 -64%
BTI
175
Blue Trust Inc
Georgia
$137K +$132K +2,127 +2,836%
5 6
7
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