IYK icon

iShares US Consumer Staples ETF

230 hedge funds and large institutions have $581M 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, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+2
Holders Change %
+0.88%
% 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
88
Closed
23
Calls
$408K
Puts
Net Calls
+$408K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$202K -$190K -2,887 -49%
TFF
152
The Family Firm
Maryland
$199K -$10.7K -162 -5%
MA
153
Montag & Associates
Georgia
$178K
CTA
154
Colonial Trust Advisors
South Carolina
$175K -$18.2K -277 -9%
CFGS
155
Concourse Financial Group Securities
Alabama
$166K -$29K -441 -15%
TF
156
Tompkins Financial
New York
$153K
TWC
157
TD Waterhouse Canada
Ontario, Canada
$146K
VF
158
VitalStone Financial
Texas
$143K +$143K +2,176 New
HI
159
Harbour Investments
Wisconsin
$141K -$1.97K -30 -1%
JFGIW
160
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138K
CA
161
Clearstead Advisors
Ohio
$137K +$855 +13 +0.6%
LFASL
162
Lugano Financial Advisors SA (LFA)
Switzerland
$119K
SSB
163
Sandy Spring Bank
Maryland
$110K
SWM
164
Spire Wealth Management
Virginia
$107K -$197 -3 -0.2%
EWA
165
EP Wealth Advisors
California
$104K -$12.6K -192 -11%
SC
166
Steph & Co
Wisconsin
$101K
MWM
167
MGB Wealth Management
Texas
$97.2K
Comerica Bank
168
Comerica Bank
Texas
$95.3K -$257K -3,903 -73%
AIC
169
Archer Investment Corporation
Indiana
$88.7K +$329 +5 +0.4%
SFC
170
SYM Financial Corp
Indiana
$85.6K +$526 +8 +0.6%
HBW
171
Hazlett, Burt & Watson
West Virginia
$83K
CA
172
Continuum Advisory
Idaho
$82.3K
IA
173
IFP Advisors
Florida
$80.9K +$26.8K +408 +50%
AEPWM
174
Atlantic Edge Private Wealth Management
Florida
$74K
IAIM
175
International Assets Investment Management
Florida
$69.2K -$130K -1,980 -65%