iShares US Consumer Staples ETF
242 hedge funds and large institutions have $984M invested in iShares US Consumer Staples ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 39 closing their positions.
2.33% more ownership
Funds ownership: 176.3% → 178.63% (+2.3%)
4% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 81
7% less funds holding
Funds holding: 261 → 242 (-19)
9% less capital invested
Capital invested by funds: $1.08B → $984M (-$98.4M)
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
33% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$28.6M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$16.9M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$16.2M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.11M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$7.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$23.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$12M |
| 3 |
LPL Financial
San Diego,
California
|
-$10M |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$8.71M |
| 5 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$8.63M |
IYK Hedge Fund Activity: Q1 2023 in Review
242 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2023, worth a combined $984M — down 9.1% from $1.08B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of IYK and 26 opened new positions — a net loss of 13 holders — while 81 trimmed existing stakes and 84 added.
The largest buyer was Money Concepts Capital, adding an estimated $28.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $23.6M.
- 242 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2023, down from 261 in Q4 2022.
- Funds reported $984M of iShares US Consumer Staples ETF stock for Q1 2023, down 9.1% quarter-over-quarter.
- 26 funds opened new iShares US Consumer Staples ETF positions in Q1 2023 and 39 closed out, a net change of -13 holders.
- The largest iShares US Consumer Staples ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $28.6M added.
- The largest iShares US Consumer Staples ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $23.6M sold.
Based on aggregated 13F filings for Q1 2023.