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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
FF
201
FourThought Financial
Florida
$39K – – –
PSB
202
Piscataqua Savings Bank
New Hampshire
$36K – – –
SWA
203
SOA Wealth Advisors
New York
$32K – – –
PTC
204
Private Trust Company
Ohio
$31K -$34.5K -525 -50%
LS
205
Leelyn Smith
Illinois
$29K – – –
BlackRock
206
BlackRock
New York
$27K – – –
SC
207
SouthState Corp
Florida
$27K – – –
AA
208
Ancora Advisors
Ohio
$25K – – –
BSB
209
Bangor Savings Bank
Maine
$24K – – –
OPW
210
Oxler Private Wealth
New York
$22.6K – – –
VNA
211
Valley National Advisers
Pennsylvania
$20K – – –
BWM
212
Baystate Wealth Management
Massachusetts
$20K +$197 +3 +0.9%
HWMA
213
Heritage Wealth Management (Arizona)
Arizona
$19K – – –
CAL
214
Capital Advisors Ltd
Ohio
$18K +$197 +3 +1%
AssetMark Inc
215
AssetMark Inc
California
$15K – – –
BWL
216
Bogart Wealth LLC
Virginia
$15K – – –
TIM
217
Tevis Investment Management
Texas
$15K – – –
TF
218
TimeScale Financial
Massachusetts
$14K -$197 -3 -1%
CAL
219
Capital Analysts LLC
Pennsylvania
$12K – – –
FFA
220
Founders Financial Alliance
North Carolina
$12K +$12.8K +195 New
PFM
221
Phillips Financial Management
Indiana
$12K +$12.8K +195 New
RIA
222
Realta Investment Advisors
Delaware
$11K +$11.8K +180 New
TIM
223
Tortoise Investment Management
New York
$10K +$10.8K +165 New
ADL
224
Asset Dedication LLC
California
$7K +$7.49K +114 New
MAM
225
Meeder Asset Management
Ohio
$5K – – –
7 8
9
10 11

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.