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iShares US Consumer Staples ETF
IYK

230 hedge funds and large institutions have $687M invested in iShares US Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 241 → 230 (-11)

7% less capital invested

Capital invested by funds: $742M → $687M (-$55.1M)

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 87

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

122.14% less ownership

Funds ownership: 173.26% → 51.12% (-122%)

Holders
230
Holders Change
-11
Holders Change %
-4.56%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
64
Reduced
87
Closed
29
Calls
$703K
Puts
–
Net Calls
+$703K
Net Calls Change
+$147K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$44.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.19M
3
BA
Bellwether Advisors
Nebraska
+$4.25M
4
GWA
GGM Wealth Advisors
Maryland
+$3.82M
5
LPL Financial
LPL Financial
California
+$3.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$81.2M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$33.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$7.74M
4
CW
Connectus Wealth
Ohio
-$7.66M
5
Wells Fargo
Wells Fargo
California
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$110K -$196 -3 -0.2%
CI
177
CX Institutional
Indiana
$108K +$104K +1,602 New
SC
178
Steph & Co
Wisconsin
$103K – – –
MWM
179
MGB Wealth Management
Texas
$99K – – –
CIAS
180
Capital Investment Advisory Services
North Carolina
$93.3K +$391 +6 +0.4%
AIC
181
Archer Investment Corporation
Indiana
$90.9K -$5.87K -90 -6%
SFC
182
SYM Financial Corp
Indiana
$87.5K +$261 +4 +0.3%
HBW
183
Hazlett, Burt & Watson
West Virginia
$85K – – –
CA
184
Continuum Advisory
Idaho
$84.4K +$81.6K +1,251 New
Citigroup
185
Citigroup
New York
$80.4K -$227K -3,482 -75%
SS
186
Sunbelt Securities
Texas
$79.7K +$73.1K +1,121 +1,967%
AEPWM
187
Atlantic Edge Private Wealth Management
Florida
$76.1K – – –
Jones Financial Companies
188
Jones Financial Companies
Missouri
$76.1K +$73.3K +1,125 New
FRA
189
Front Row Advisors
California
$69K – – –
AWM
190
Avior Wealth Management
Nebraska
$58.8K +$35.1K +539 +126%
IA
191
IFP Advisors
Florida
$55.6K -$8.21K -126 -13%
DCM
192
Davis Capital Management
Florida
$49.1K – – –
FHA
193
First Horizon Advisors
Tennessee
$42.4K – – –
AWM
194
Angeles Wealth Management
California
$37.9K – – –
SWA
195
SOA Wealth Advisors
New York
$37.8K +$65 +1 +0.2%
PTC
196
Private Trust Company
Ohio
$35.5K – – –
GJIA
197
Glass Jacobson Investment Advisors
Maryland
$35.3K – – –
US Bancorp
198
US Bancorp
Minnesota
$30.8K – – –
NFSG
199
Newbridge Financial Services Group
Florida
$30.6K -$9.97K -153 -25%
CT
200
Colonial Trust
South Carolina
$30.4K – – –
6 7
8
9 10

IYK Hedge Fund Activity: Q1 2024 in Review

230 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2024, worth a combined $687M — down 7.4% from $742M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of IYK and 21 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 64 added.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $44.5M. The largest seller was Morgan Stanley, cutting an estimated $81.2M.

  • 230 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2024, down from 241 in Q4 2023.
  • Funds reported $687M of iShares US Consumer Staples ETF stock for Q1 2024, down 7.4% quarter-over-quarter.
  • 21 funds opened new iShares US Consumer Staples ETF positions in Q1 2024 and 29 closed out, a net change of -8 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $44.5M added.
  • The largest iShares US Consumer Staples ETF seller in Q1 2024 was Morgan Stanley, an estimated $81.2M sold.

Based on aggregated 13F filings for Q1 2024.