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iShares US Consumer Staples ETF
IYK

211 hedge funds and large institutions have $703M invested in iShares US Consumer Staples ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 1 → 8 (+7)

90% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 39

81% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 31

52% more capital invested

Capital invested by funds: $463M → $703M (+$240M)

16.16% more ownership

Funds ownership: 144.11% → 160.27% (+16%)

13% more funds holding

Funds holding: 187 → 211 (+24)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $430K

Holders
211
Holders Change
+24
Holders Change %
+12.83%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.13%
New
56
Increased
74
Reduced
39
Closed
31
Calls
–
Puts
$430K
Net Calls
-$430K
Net Calls Change
-$430K

Top Buyers

1
EF
Empowered Funds
Pennsylvania
+$41.9M
2
Bank of America
Bank of America
North Carolina
+$31.4M
3
Wells Fargo
Wells Fargo
California
+$21M
4
LPL Financial
LPL Financial
California
+$20.1M
5
MWM
MinichMacGregor Wealth Management
New York
+$17.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$24M
2
BWM
Bulltick Wealth Management
Florida
-$12.1M
3
Goldman Sachs
Goldman Sachs
New York
-$8.95M
4
WA
Wealthstar Advisors
Texas
-$4.12M
5
FTUS
Flow Traders U.S.
New York
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$76K -$7.66K -114 -9%
PTC
177
Private Trust Company
Ohio
$68K +$70.6K +1,050 New
FRA
178
Front Row Advisors
California
$66K – – –
GFP
179
Gryphon Financial Partners
Ohio
$55K +$56.5K +840 New
NFSG
180
Newbridge Financial Services Group
Florida
$53K – – –
TWA
181
TCI Wealth Advisors
Arizona
$48K – – –
GWSG
182
GPS Wealth Strategies Group
Colorado
$47K +$48.2K +717 New
AWM
183
Accel Wealth Management
Iowa
$44K – – –
FHA
184
First Horizon Advisors
Tennessee
$44K +$3.83K +57 +9%
FF
185
FourThought Financial
Florida
$43K – – –
SWM
186
SeaCrest Wealth Management
New York
$41K +$42.3K +630 New
PSB
187
Piscataqua Savings Bank
New Hampshire
$39K -$20.2K -300 -33%
SWA
188
SOA Wealth Advisors
New York
$34K +$202 +3 +0.6%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$34K +$25.2K +375 +250%
LS
190
Leelyn Smith
Illinois
$31K – – –
BlackRock
191
BlackRock
New York
$29K – – –
SC
192
SouthState Corp
Florida
$29K – – –
AA
193
Ancora Advisors
Ohio
$27K – – –
BSB
194
Bangor Savings Bank
Maine
$27K +$27.4K +408 New
BWM
195
Baystate Wealth Management
Massachusetts
$22K +$202 +3 +0.9%
VNA
196
Valley National Advisers
Pennsylvania
$21K – – –
HWMA
197
Heritage Wealth Management (Arizona)
Arizona
$20.9K – – –
CAL
198
Capital Advisors Ltd
Ohio
$20K +$4.03K +60 +25%
HFS
199
Heritage Financial Services
Massachusetts
$19K +$20.2K +300 New
TIM
200
Tevis Investment Management
Texas
$17K -$133K -1,986 -89%
6 7
8
9 10

IYK Hedge Fund Activity: Q2 2022 in Review

211 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q2 2022, worth a combined $703M — up 52% from $463M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYK positions and 31 closed out — a net gain of 25 holders — while 74 added to existing stakes and 39 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $41.9M. The largest seller was Bank of Montreal, cutting an estimated $24M.

  • 211 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q2 2022, up from 187 in Q1 2022.
  • Funds reported $703M of iShares US Consumer Staples ETF stock for Q2 2022, up 52% quarter-over-quarter.
  • 56 funds opened new iShares US Consumer Staples ETF positions in Q2 2022 and 31 closed out, a net change of +25 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q2 2022 was Empowered Funds, an estimated $41.9M added.
  • The largest iShares US Consumer Staples ETF seller in Q2 2022 was Bank of Montreal, an estimated $24M sold.

Based on aggregated 13F filings for Q2 2022.