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iShares US Consumer Staples ETF
IYK

233 hedge funds and large institutions have $673M invested in iShares US Consumer Staples ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

140.34% more ownership

Funds ownership: 48.19% → 188.52% (+140%)

16% more capital invested

Capital invested by funds: $582M → $673M (+$91.2M)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding

Funds holding: 232 → 233 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

Holders
233
Holders Change
+1
Holders Change %
+0.43%
% 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
24
Increased
65
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$1.85B
2
Ameriprise
Ameriprise
Minnesota
+$31.3M
3
Fidelity International
Fidelity International
Bermuda
+$27.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$6.9M
5
BA
Bellwether Advisors
Nebraska
+$3.83M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.54M
2
Wells Fargo
Wells Fargo
California
-$4.3M
3
Jane Street
Jane Street
New York
-$2.24M
4
PCP
Perbak Capital Partners
United Kingdom
-$2.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
151
Moneta Group Investment Advisors
Missouri
$229K +$223K +3,240 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$224K – – –
TC
153
Trilogy Capital
California
$221K – – –
TWM
154
TSA Wealth Management
Texas
$220K – – –
Wealth Enhancement Advisory Services
155
Wealth Enhancement Advisory Services
Minnesota
$217K +$621 +9 +0.3%
TFF
156
The Family Firm
Maryland
$213K -$69 -1 -0%
Fiera Capital (Canada)
157
Fiera Capital (Canada)
Quebec, Canada
$212K +$207K +3,000 New
SC
158
Scotia Capital
Ontario, Canada
$204K +$200K +2,897 New
MA
159
Montag & Associates
Georgia
$191K – – –
CFGS
160
Concourse Financial Group Securities
Alabama
$174K -$4.28K -62 -2%
TWC
161
TD Waterhouse Canada
Ontario, Canada
$157K – – –
CA
162
Clearstead Advisors
Ohio
$149K +$1.1K +16 +0.8%
JFGIW
163
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$148K – – –
HI
164
Harbour Investments
Wisconsin
$139K -$12K -174 -8%
CTA
165
Colonial Trust Advisors
South Carolina
$134K -$52.3K -759 -29%
EWA
166
EP Wealth Advisors
California
$119K +$7.17K +104 +7%
SSB
167
Sandy Spring Bank
Maryland
$119K – – –
WPWM
168
Western Pacific Wealth Management
Illinois
$116K +$114K +1,650 New
SC
169
Steph & Co
Wisconsin
$108K – – –
MWM
170
MGB Wealth Management
Texas
$103K – – –
Comerica Bank
171
Comerica Bank
Texas
$102K – – –
AIC
172
Archer Investment Corporation
Indiana
$95.6K +$345 +5 +0.4%
SFC
173
SYM Financial Corp
Indiana
$92.6K +$690 +10 +0.8%
HBW
174
Hazlett, Burt & Watson
West Virginia
$89K – – –
SWM
175
Spire Wealth Management
Virginia
$79.6K -$34.1K -495 -30%
5 6
7
8 9

IYK Hedge Fund Activity: Q3 2024 in Review

233 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2024, worth a combined $673M — up 16% from $582M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IYK positions and 22 closed out — a net gain of 2 holders — while 65 added to existing stakes and 75 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.85B. The largest seller was Commonwealth Equity Services, cutting an estimated $6.54M.

  • 233 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2024, up from 232 in Q2 2024.
  • Funds reported $673M of iShares US Consumer Staples ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 24 funds opened new iShares US Consumer Staples ETF positions in Q3 2024 and 22 closed out, a net change of +2 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $1.85B added.
  • The largest iShares US Consumer Staples ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $6.54M sold.

Based on aggregated 13F filings for Q3 2024.