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iShares US Consumer Staples ETF
IYK

232 hedge funds and large institutions have $582M invested in iShares US Consumer Staples ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

1% more funds holding

Funds holding: 230 → 232 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.94% less ownership

Funds ownership: 51.12% → 48.19% (-2.9%)

15% less capital invested

Capital invested by funds: $687M → $582M (-$105M)

36% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 89

Holders
232
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
57
Reduced
89
Closed
23
Calls
$408K
Puts
–
Net Calls
+$408K
Net Calls Change
-$295K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$2.45M
2
PCP
Perbak Capital Partners
United Kingdom
+$2.22M
3
CCT
Chemung Canal Trust
New York
+$2.13M
4
MOS
MGO One Seven
Ohio
+$1.81M
5
PCH
PGIM Custom Harvest
New Jersey
+$1.44M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$46.2M
2
4WM
49 Wealth Management
Texas
-$7.26M
3
BA
Bellwether Advisors
Nebraska
-$4.03M
4
GWA
GGM Wealth Advisors
Maryland
-$3.86M
5
LPL Financial
LPL Financial
California
-$3.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
151
TSA Wealth Management
Texas
$205K – – –
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$202K -$192K -2,887 -49%
TFF
153
The Family Firm
Maryland
$199K -$10.8K -162 -5%
MA
154
Montag & Associates
Georgia
$178K – – –
CTA
155
Colonial Trust Advisors
South Carolina
$175K -$18.4K -277 -9%
CFGS
156
Concourse Financial Group Securities
Alabama
$166K -$29.3K -441 -15%
TF
157
Tompkins Financial
New York
$153K – – –
TWC
158
TD Waterhouse Canada
Ontario, Canada
$146K – – –
VF
159
VitalStone Financial
Texas
$143K +$145K +2,176 New
HI
160
Harbour Investments
Wisconsin
$141K -$1.99K -30 -1%
JFGIW
161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138K – – –
CA
162
Clearstead Advisors
Ohio
$137K +$864 +13 +0.6%
LFASL
163
Lugano Financial Advisors SA (LFA)
Switzerland
$119K – – –
SSB
164
Sandy Spring Bank
Maryland
$110K – – –
SWM
165
Spire Wealth Management
Virginia
$107K -$199 -3 -0.2%
EWA
166
EP Wealth Advisors
California
$104K -$12.8K -192 -11%
SC
167
Steph & Co
Wisconsin
$101K – – –
MWM
168
MGB Wealth Management
Texas
$97.2K – – –
Comerica Bank
169
Comerica Bank
Texas
$95.3K -$259K -3,903 -73%
AIC
170
Archer Investment Corporation
Indiana
$88.7K +$332 +5 +0.4%
SFC
171
SYM Financial Corp
Indiana
$85.6K +$532 +8 +0.6%
HBW
172
Hazlett, Burt & Watson
West Virginia
$83K – – –
CA
173
Continuum Advisory
Idaho
$82.3K – – –
IA
174
IFP Advisors
Florida
$80.9K +$27.1K +408 +50%
AEPWM
175
Atlantic Edge Private Wealth Management
Florida
$74K – – –
5 6
7
8 9

IYK Hedge Fund Activity: Q2 2024 in Review

232 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q2 2024, worth a combined $582M — down 15% from $687M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IYK positions and 23 closed out — a net gain of 4 holders — while 57 added to existing stakes and 89 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.45M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $46.2M sold.

  • 232 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q2 2024, up from 230 in Q1 2024.
  • Funds reported $582M of iShares US Consumer Staples ETF stock for Q2 2024, down 15% quarter-over-quarter.
  • 27 funds opened new iShares US Consumer Staples ETF positions in Q2 2024 and 23 closed out, a net change of +4 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q2 2024 was Goldman Sachs, an estimated $2.45M added.
  • The largest iShares US Consumer Staples ETF seller in Q2 2024 was Manulife (Manufacturers Life Insurance), an estimated $46.2M sold.

Based on aggregated 13F filings for Q2 2024.