iShares US Consumer Staples ETF
187 hedge funds and large institutions have $463M invested in iShares US Consumer Staples ETF in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 15 closing their positions.
187% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 15
74% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 35
59% more capital invested
Capital invested by funds: $291M → $463M (+$172M)
30.64% more ownership
Funds ownership: 113.47% → 144.11% (+31%)
13% more funds holding
Funds holding: 165 → 187 (+22)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$24.8M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$20.5M |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$18M |
| 4 |
BWM
Bulltick Wealth Management
Miami,
Florida
|
+$12.1M |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$5.24M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.24M |
| 3 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
-$2.17M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.67M |
| 5 |
Citigroup
New York
|
-$1.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Simplex Trading
Chicago,
Illinois
| – | -$19K | -285 | Closed |
|
|
PCMC
202
Paragon Capital Management (Colorado)
Denver,
Colorado
| – | -$17K | -249 | Closed |
|
|
CIAS
203
CFS Investment Advisory Services
Totowa,
New Jersey
| – | +$18M | +269,913 | New |
|
IYK Hedge Fund Activity: Q1 2022 in Review
187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2022, worth a combined $463M — up 59% from $291M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IYK positions and 15 closed out — a net gain of 28 holders — while 61 added to existing stakes and 35 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $24.8M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $5.24M sold.
- 187 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2022, up from 165 in Q4 2021.
- Funds reported $463M of iShares US Consumer Staples ETF stock for Q1 2022, up 59% quarter-over-quarter.
- 43 funds opened new iShares US Consumer Staples ETF positions in Q1 2022 and 15 closed out, a net change of +28 holders.
- The largest iShares US Consumer Staples ETF buyer in Q1 2022 was Bank of Montreal, an estimated $24.8M added.
- The largest iShares US Consumer Staples ETF seller in Q1 2022 was Synergy Asset Management, an estimated $5.24M sold.
Based on aggregated 13F filings for Q1 2022.