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iShares US Consumer Staples ETF
IYK

227 hedge funds and large institutions have $760M invested in iShares US Consumer Staples ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

8% more capital invested

Capital invested by funds: $703M → $760M (+$57.1M)

8% more funds holding

Funds holding: 211 → 227 (+16)

3.61% more ownership

Funds ownership: 160.27% → 163.88% (+3.6%)

Holders
227
Holders Change
+16
Holders Change %
+7.58%
% of All Funds
3.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
38
Increased
85
Reduced
49
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$34.1M
2
MOS
MGO One Seven
Ohio
+$17.7M
3
UBS Group
UBS Group
Switzerland
+$15.8M
4
Wells Fargo
Wells Fargo
California
+$14.7M
5
MML Investors Services
MML Investors Services
Massachusetts
+$14.5M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
-$40.5M
2
OC
Oppenheimer & Co
New York
-$10.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.63M
4
CCA
Conservest Capital Advisors
Pennsylvania
-$3.39M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
176
Allianz Asset Management
Germany
$173K -$2.85M -43,440 -94%
MA
177
Montag & Associates
Georgia
$163K +$19.7K +300 +12%
MOS
178
MGO One Seven
Ohio
$156K +$17.7M +270,294 New
AIP
179
Almanack Investment Partners
Pennsylvania
$142K +$156K +2,370 New
TF
180
Tompkins Financial
New York
$139K +$153K +2,325 New
SWM
181
Selective Wealth Management
Virginia
$108K – – –
SSB
182
Sandy Spring Bank
Maryland
$101K – – –
SC
183
Steph & Co
Wisconsin
$92K – – –
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.3K – – –
EIP
185
Ellis Investment Partners
Pennsylvania
$84K -$9.65K -147 -9%
BWA
186
BDO Wealth Advisors
Florida
$81K – – –
HBW
187
Hazlett, Burt & Watson
West Virginia
$76K – – –
SFC
188
SYM Financial Corp
Indiana
$75K +$81.8K +1,245 New
ACM
189
AUA Capital Management
Pennsylvania
$72K – – –
SWM
190
Spire Wealth Management
Virginia
$68K -$2.36K -36 -3%
TRCT
191
Tower Research Capital (TRC)
New York
$68K +$66.4K +1,011 +802%
FRA
192
Front Row Advisors
California
$61K – – –
NFSG
193
Newbridge Financial Services Group
Florida
$49K – – –
AWM
194
Avior Wealth Management
Nebraska
$49K +$53.8K +819 +273%
FA
195
Flagstar Advisors
New York
$46.3K +$50.6K +771 New
TWA
196
TCI Wealth Advisors
Arizona
$44K – – –
GWSG
197
GPS Wealth Strategies Group
Colorado
$43K +$394 +6 +0.8%
AWM
198
Accel Wealth Management
Iowa
$42K – – –
FHA
199
First Horizon Advisors
Tennessee
$41K – – –
AP
200
Advisors Preferred
Maryland
$41K +$44.1K +672 New
6 7
8
9 10

IYK Hedge Fund Activity: Q3 2022 in Review

227 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2022, worth a combined $760M — up 8.1% from $703M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IYK positions and 22 closed out — a net gain of 16 holders — while 85 added to existing stakes and 49 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $34.1M. The largest seller was Empowered Funds, exiting entirely with an estimated $40.5M sold.

  • 227 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2022, up from 211 in Q2 2022.
  • Funds reported $760M of iShares US Consumer Staples ETF stock for Q3 2022, up 8.1% quarter-over-quarter.
  • 38 funds opened new iShares US Consumer Staples ETF positions in Q3 2022 and 22 closed out, a net change of +16 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q3 2022 was Manulife (Manufacturers Life Insurance), an estimated $34.1M added.
  • The largest iShares US Consumer Staples ETF seller in Q3 2022 was Empowered Funds, an estimated $40.5M sold.

Based on aggregated 13F filings for Q3 2022.