We are live on ! Find out more
IYK icon

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
AssetMark Inc
201
AssetMark Inc
California
$17K +$17.3K +258 New
BWL
202
Bogart Wealth LLC
Virginia
$16K – – –
TF
203
TimeScale Financial
Massachusetts
$15K +$202 +3 +1%
CAL
204
Capital Analysts LLC
Pennsylvania
$13K – – –
TRCT
205
Tower Research Capital (TRC)
New York
$8K – – –
RA
206
Rise Advisors
New York
$8K +$8.27K +123 New
BW
207
Bison Wealth
Georgia
$7K -$54.2K -807 -88%
MAM
208
Meeder Asset Management
Ohio
$5K +$5.65K +84 New
WWMSC
209
Wagner Wealth Management (South Carolina)
South Carolina
$4K -$4.03K -60 -50%
WOSD
210
WFA of San Diego
California
$2K +$2.02K +30 New
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$1.12K -$24M -357,036 -95%
BWM
212
Bulltick Wealth Management
Florida
– -$12.1M -181,380 Closed
WA
213
Wealthstar Advisors
Texas
– -$4.12M -61,815 Closed
FTUS
214
Flow Traders U.S.
New York
– -$3.68M -55,137 Closed
Susquehanna International Group
215
Susquehanna International Group
Pennsylvania
– -$3.02M -45,165 Closed
Bank of Nova Scotia
216
Bank of Nova Scotia
Ontario, Canada
– -$2.03M -30,450 Closed
Renaissance Technologies
217
Renaissance Technologies
New York
– -$1.76M -26,400 Closed
Citadel Advisors
218
Citadel Advisors
Florida
– -$1.19M -17,853 Closed
CFG
219
CMC Financial Group
Georgia
– -$1.09M -15,900 Closed
VCM
220
Virtue Capital Management
Tennessee
– -$497K -7,443 Closed
RFM
221
Royal Fund Management
Florida
– -$461K -6,912 Closed
BFG
222
Barber Financial Group
Kansas
– -$426K -6,375 Closed
AWS
223
Atria Wealth Solutions
New York
– -$413K -6,177 Closed
WI
224
WBI Investments
New Jersey
– -$391K -5,946 Closed
LA
225
Latitude Advisors
Florida
– -$373K -5,580 Closed
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.