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iShares US Consumer Staples ETF

236 hedge funds and large institutions have $877M invested in iShares US Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

18.25% more ownership

Funds ownership: 167.02%185.27% (+18%)

3% less funds holding

Funds holding: 244236 (-8)

6% less capital invested

Capital invested by funds: $936M → $877M (-$59M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

35% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 88

Holders
236
Holders Change
-8
Holders Change %
-3.28%
% of All Funds
3.75%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
57
Reduced
88
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$34.7K +$36.9K +558 New
SWA
202
SOA Wealth Advisors
New York
$34.1K
CAS
203
Coppell Advisory Solutions
Texas
$33.5K +$23.8K +360 +267%
CT
204
Colonial Trust
South Carolina
$28K
SC
205
SouthState Corp
Florida
$28K
MCM
206
Manchester Capital Management
Vermont
$27.4K
AA
207
Ancora Advisors
Ohio
$26.1K
BSB
208
Bangor Savings Bank
Maine
$25.4K
BWM
209
Baystate Wealth Management
Massachusetts
$21.5K
TWM
210
Tradition Wealth Management
Minnesota
$21K
ACA
211
Aptus Capital Advisors
Alabama
$20.3K
VNA
212
Valley National Advisers
Pennsylvania
$20K
PWA
213
Provenance Wealth Advisors
Florida
$18.7K +$19.8K +300 New
NMG
214
New Millennium Group
Utah
$18.4K -$4.76K -72 -20%
FGA
215
Fortis Group Advisors
New Jersey
$15.7K +$16.6K +252 New
RIA
216
Realta Investment Advisors
Delaware
$12K
CAL
217
Capital Analysts LLC
Pennsylvania
$12K
FFA
218
Founders Financial Alliance
North Carolina
$11K
FFA
219
Farther Finance Advisors
California
$8.95K +$3.96K +60 +71%
PIM
220
Progressive Investment Management
Oregon
$6.16K +$6.54K +99 New
IHWM
221
Iron Horse Wealth Management
Iowa
$5.22K +$5.55K +84 New
S
222
SignatureFD
Georgia
$5.15K
BTI
223
Blue Trust Inc
Georgia
$5K -$6.14K -93 -55%
HWA
224
HHM Wealth Advisors
Tennessee
$4.85K
PFA
225
Pathway Financial Advisers
Indiana
$3.92K +$4.16K +63 New

IYK Hedge Fund Activity: Q3 2023 in Review

236 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2023, worth a combined $877M — down 6.3% from $936M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of IYK and 24 opened new positions — a net loss of 6 holders — while 88 trimmed existing stakes and 57 added.

The largest buyer was Granite Bay Wealth Management, opening a new position worth an estimated $100M. The largest seller was Prostatis Group, cutting an estimated $22.2M.

  • 236 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2023, down from 244 in Q2 2023.
  • Funds reported $877M of iShares US Consumer Staples ETF stock for Q3 2023, down 6.3% quarter-over-quarter.
  • 24 funds opened new iShares US Consumer Staples ETF positions in Q3 2023 and 30 closed out, a net change of -6 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $100M added.
  • The largest iShares US Consumer Staples ETF seller in Q3 2023 was Prostatis Group, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2023.