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iShares US Consumer Staples ETF
IYK

Overview Fund Activity

235 hedge funds and large institutions have $876M invested in iShares US Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-9
Holders Change %
-3.69%
% of All Funds
3.75%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
57
Reduced
87
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$100M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$36.5M
3
BA
3
Bellwether Advisors
Nebraska
$12.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$28.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13.3M

Top Sellers

1
PG
1
Prostatis Group
Maryland
$272K
2
Bank of America
2
Bank of America
North Carolina
$54.1M
3
MWM
3
MinichMacGregor Wealth Management
New York
$202K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$5.77M
5
Morgan Stanley
5
Morgan Stanley
New York
$76M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
176
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$132K – – –
LFASL
177
Lugano Financial Advisors SA (LFA)
Switzerland
$112K -$1.29M -20,691 -92%
CIAS
178
Capital Investment Advisory Services
North Carolina
$110K – – –
SSB
179
Sandy Spring Bank
Maryland
$104K – – –
ATC
180
Adirondack Trust Company
New York
$101K +$101K +1,623 New
SC
181
Steph & Co
Wisconsin
$95.1K – – –
GRP
182
Global Retirement Partners
California
$92.7K -$20.7K -336 -18%
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.9K – – –
AIC
184
Archer Investment Corporation
Indiana
$89.2K – – –
BAAM
185
Baker Avenue Asset Management
California
$81.1K -$31.9K -513 -28%
SFC
186
SYM Financial Corp
Indiana
$78.7K – – –
HBW
187
Hazlett, Burt & Watson
West Virginia
$78K – – –
FRA
188
Front Row Advisors
California
$64K – – –
AF
189
Allworth Financial
California
$62.1K – – –
DWMG
190
DB Wealth Management Group
California
$53.8K – – –
CSC
191
Caldwell Sutter Capital
California
$50.9K – – –
AWM
192
Avior Wealth Management
Nebraska
$50K -$165K -3,621 -77%
AF
193
Advisornet Financial
Minnesota
$43.8K +$39.2K +630 +840%
LTI
194
Laffer Tengler Investments
Tennessee
$42K – – –
PTC
195
Private Trust Company
Ohio
$41.4K -$30.6K -492 -42%
FHA
196
First Horizon Advisors
Tennessee
$39K – – –
NFSG
197
Newbridge Financial Services Group
Florida
$37.7K -$13.4K -216 -26%
PSB
198
Piscataqua Savings Bank
New Hampshire
$37.1K – – –
GWSG
199
GPS Wealth Strategies Group
Colorado
$35.6K +$11.2K +180 +46%
US Bancorp
200
US Bancorp
Minnesota
$34.7K +$34.7K +558 New
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