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iShares US Consumer Staples ETF

244 hedge funds and large institutions have $934M invested in iShares US Consumer Staples ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
3.85%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
32
Increased
79
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
201
Allworth Financial
California
$66.7K -$73.1K -1,095 -52%
DWMG
202
DB Wealth Management Group
California
$57.8K +$27.1K +405 +88%
NFSG
203
Newbridge Financial Services Group
Florida
$54.9K
CSC
204
Caldwell Sutter Capital
California
$54.7K +$54.7K +819 New
PIAS
205
PCA Investment Advisory Services
Ohio
$54.5K +$54.5K +816 New
CA
206
Centerpoint Advisors
Massachusetts
$52K
LTI
207
Laffer Tengler Investments
Tennessee
$45.1K
FHA
208
First Horizon Advisors
Tennessee
$41.9K
PSB
209
Piscataqua Savings Bank
New Hampshire
$39.9K
SWA
210
SOA Wealth Advisors
New York
$36.6K +$200 +3 +0.5%
CT
211
Colonial Trust
South Carolina
$30K
SC
212
SouthState Corp
Florida
$30K
MCM
213
Manchester Capital Management
Vermont
$29.4K +$29.4K +441 New
DZ Bank
214
DZ Bank
Germany
$28.8K
AA
215
Ancora Advisors
Ohio
$28K
BSB
216
Bangor Savings Bank
Maine
$27.2K
GWSG
217
GPS Wealth Strategies Group
Colorado
$26.2K -$48.9K -732 -65%
NMG
218
New Millennium Group
Utah
$24.6K -$32.4K -483 -57%
BWM
219
Baystate Wealth Management
Massachusetts
$23K +$200 +3 +0.9%
TWM
220
Tradition Wealth Management
Minnesota
$23K +$202 +3 +0.9%
VNA
221
Valley National Advisers
Pennsylvania
$22K
ACA
222
Aptus Capital Advisors
Alabama
$21.8K -$401 -6 -2%
FA
223
Fiduciary Alliance
South Carolina
$21.2K +$21.2K +318 New
TF
224
TimeScale Financial
Massachusetts
$16K +$200 +3 +1%
CAL
225
Capital Analysts LLC
Pennsylvania
$13K