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iShares US Consumer Staples ETF

290 hedge funds and large institutions have $1.03B invested in iShares US Consumer Staples ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more capital invested

Capital invested by funds: $602M → $1.03B (+$428M)

32.65% more ownership

Funds ownership: 51.31%83.96% (+33%)

8% more funds holding

Funds holding: 269290 (+21)

21% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 99

Holders
290
Holders Change
+21
Holders Change %
+7.81%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
78
Reduced
99
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFG
176
V2 Financial group
Illinois
$252K
PP
177
Patten & Patten
Tennessee
$249K
CRI
178
Commonwealth Retirement Investments
Virginia
$248K -$510K -7,088 -67%
SIM
179
Stratos Investment Management
Ohio
$247K +$20.1K +280 +9%
AWM
180
Apollon Wealth Management
South Carolina
$246K
CCWM
181
Cassaday & Co Wealth Management
Virginia
$245K -$3.81K -53 -1%
NPFS
182
Novak & Powell Financial Services
Florida
$238K
MAMG
183
Milestone Asset Management Group
Connecticut
$232K -$23.6K -328 -9%
DE
184
Diversified Enterprises
Delaware
$231K +$72 +1 +0%
HPWM
185
High Point Wealth Management
New Jersey
$231K +$719 +10 +0.3%
IAA
186
Independent Advisor Alliance
North Carolina
$230K +$236K +3,282 New
MGIA
187
Moneta Group Investment Advisors
Missouri
$229K +$2.3K +32 +1%
SWM
188
Stronghold Wealth Management
Florida
$224K -$8.7K -121 -4%
GIA
189
Gladstone Institutional Advisory
Florida
$221K -$87.6K -1,218 -28%
EW
190
Evoke Wealth
California
$219K
FFA
191
Farther Finance Advisors
California
$216K -$206K -2,866 -48%
SPC
192
Sigma Planning Corp
Michigan
$215K -$17.6K -245 -7%
KIG
193
Kennedy Investment Group
New Jersey
$211K +$217K +3,019 New
DCM
194
Delta Capital Management
New Jersey
$210K
CFWMA
195
Center for Wealth Management Advisory
Ohio
$209K +$214K +2,977 New
IFG
196
Independent Financial Group
California
$207K -$7.33K -102 -3%
RW
197
REDW Wealth
New Mexico
$202K +$207K +2,886 New
IA
198
IFP Advisors
Florida
$195K -$51.9K -722 -21%
ATC
199
Adirondack Trust Company
New York
$185K -$32.3K -449 -15%
AF
200
Allworth Financial
California
$180K +$94K +1,308 +104%