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iShares US Consumer Staples ETF
IYK

230 hedge funds and large institutions have $687M invested in iShares US Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 241 → 230 (-11)

7% less capital invested

Capital invested by funds: $742M → $687M (-$55.1M)

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 87

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

122.14% less ownership

Funds ownership: 173.26% → 51.12% (-122%)

Holders
230
Holders Change
-11
Holders Change %
-4.56%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
64
Reduced
87
Closed
29
Calls
$703K
Puts
–
Net Calls
+$703K
Net Calls Change
+$147K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$44.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.19M
3
BA
Bellwether Advisors
Nebraska
+$4.25M
4
GWA
GGM Wealth Advisors
Maryland
+$3.82M
5
LPL Financial
LPL Financial
California
+$3.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$81.2M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$33.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$7.74M
4
CW
Connectus Wealth
Ohio
-$7.66M
5
Wells Fargo
Wells Fargo
California
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMC
151
First Merchants Corp
Indiana
$242K -$15.6K -240 -6%
VPP
152
Vertex Planning Partners
Illinois
$232K – – –
JEST
153
JTC Employer Solutions Trustee
Jersey
$224K – – –
TC
154
Trilogy Capital
California
$222K – – –
D
155
Diversified
Delaware
$222K -$65 -1 -0%
KeyBank National Association
156
KeyBank National Association
Ohio
$218K – – –
TFF
157
The Family Firm
Maryland
$215K +$652 +10 +0.3%
OPWM
158
Oxinas Partners Wealth Management
Indiana
$214K -$12.6K -194 -6%
TWM
159
TSA Wealth Management
Texas
$211K +$203K +3,120 New
SC
160
Scotia Capital
Ontario, Canada
$206K -$7.82K -120 -4%
PP
161
Patten & Patten
Tennessee
$206K +$198K +3,039 New
Mariner
162
Mariner
Kansas
$205K -$413K -6,332 -68%
IAIM
163
International Assets Investment Management
Florida
$204K -$19.9K -306 -9%
Fiera Capital (Canada)
164
Fiera Capital (Canada)
Quebec, Canada
$203K +$196K +3,000 New
CFGS
165
Concourse Financial Group Securities
Alabama
$201K -$2.28M -34,929 -92%
CTA
166
Colonial Trust Advisors
South Carolina
$199K +$10.6K +162 +6%
MA
167
Montag & Associates
Georgia
$183K – – –
TF
168
Tompkins Financial
New York
$157K – – –
TWC
169
TD Waterhouse Canada
Ontario, Canada
$149K – – –
HI
170
Harbour Investments
Wisconsin
$147K -$99.7K -1,529 -41%
JFGIW
171
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$142K – – –
CA
172
Clearstead Advisors
Ohio
$141K +$456 +7 +0.3%
LFASL
173
Lugano Financial Advisors SA (LFA)
Switzerland
$122K – – –
EWA
174
EP Wealth Advisors
California
$120K -$1.17K -18 -1%
SSB
175
Sandy Spring Bank
Maryland
$114K – – –
5 6
7
8 9

IYK Hedge Fund Activity: Q1 2024 in Review

230 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2024, worth a combined $687M — down 7.4% from $742M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of IYK and 21 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 64 added.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $44.5M. The largest seller was Morgan Stanley, cutting an estimated $81.2M.

  • 230 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2024, down from 241 in Q4 2023.
  • Funds reported $687M of iShares US Consumer Staples ETF stock for Q1 2024, down 7.4% quarter-over-quarter.
  • 21 funds opened new iShares US Consumer Staples ETF positions in Q1 2024 and 29 closed out, a net change of -8 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $44.5M added.
  • The largest iShares US Consumer Staples ETF seller in Q1 2024 was Morgan Stanley, an estimated $81.2M sold.

Based on aggregated 13F filings for Q1 2024.