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iShares US Consumer Staples ETF

249 hedge funds and large institutions have $746M invested in iShares US Consumer Staples ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.34%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
93
Reduced
57
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAMG
151
Milestone Asset Management Group
Connecticut
$271K +$17.8K +253 +7%
Bank of New York Mellon
152
Bank of New York Mellon
New York
$263K +$46.7K +663 +22%
GM
153
GeoWealth Management
Illinois
$261K -$295K -4,189 -53%
AF
154
Affiance Financial
Minnesota
$259K
PAS
155
PKS Advisory Services
New York
$257K
B
156
Bailard
California
$256K
SPC
157
Sigma Planning Corp
Michigan
$254K -$6.56K -93 -3%
VFG
158
V2 Financial group
Illinois
$254K
AWM
159
Apollon Wealth Management
South Carolina
$247K
TCM
160
Triumph Capital Management
Colorado
$242K -$44.5K -631 -16%
CA
161
CoreCap Advisors
Michigan
$241K +$13K +184 +6%
GC
162
Grimes & Company
Massachusetts
$238K +$238K +3,370 New
VPP
163
Vertex Planning Partners
Illinois
$237K
Vontobel Holding
164
Vontobel Holding
Switzerland
$233K
DE
165
Diversified Enterprises
Delaware
$232K +$70 +1 +0%
FTS
166
Fifth Third Securities
Ohio
$230K +$230K +3,262 New
MGIA
167
Moneta Group Investment Advisors
Missouri
$228K
MWM
168
Meridian Wealth Management
Kentucky
$225K +$4.72K +67 +2%
TWM
169
TSA Wealth Management
Texas
$220K
PP
170
Patten & Patten
Tennessee
$212K
Fiera Capital (Canada)
171
Fiera Capital (Canada)
Quebec, Canada
$211K
DCM
172
Delta Capital Management
New Jersey
$211K
PMAM
173
Picton Mahoney Asset Management
Ontario, Canada
$205K +$28.3K +400 +16%
SC
174
Scotia Capital
Ontario, Canada
$204K
EWA
175
EP Wealth Advisors
California
$203K +$61.5K +872 +43%