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iShares US Consumer Staples ETF

235 hedge funds and large institutions have $876M 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, 87 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-9
Holders Change %
-3.69%
% 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
87
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
201
SOA Wealth Advisors
New York
$34.1K
CAS
202
Coppell Advisory Solutions
Texas
$33.5K +$24.3K +360 +267%
CT
203
Colonial Trust
South Carolina
$28K
SC
204
SouthState Corp
Florida
$28K
MCM
205
Manchester Capital Management
Vermont
$27.4K
AA
206
Ancora Advisors
Ohio
$26.1K
BSB
207
Bangor Savings Bank
Maine
$25.4K
BWM
208
Baystate Wealth Management
Massachusetts
$21.5K
TWM
209
Tradition Wealth Management
Minnesota
$21K
ACA
210
Aptus Capital Advisors
Alabama
$20.3K
VNA
211
Valley National Advisers
Pennsylvania
$20K
PWA
212
Provenance Wealth Advisors
Florida
$18.7K +$18.7K +300 New
NMG
213
New Millennium Group
Utah
$18.4K -$4.51K -72 -20%
FGA
214
Fortis Group Advisors
New Jersey
$15.7K +$15.7K +252 New
RIA
215
Realta Investment Advisors
Delaware
$12K
CAL
216
Capital Analysts LLC
Pennsylvania
$12K
FFA
217
Founders Financial Alliance
North Carolina
$11K
FFA
218
Farther Finance Advisors
California
$8.95K +$3.73K +60 +71%
PIM
219
Progressive Investment Management
Oregon
$6.16K +$6.16K +99 New
IHWM
220
Iron Horse Wealth Management
Iowa
$5.22K +$5.22K +84 New
S
221
SignatureFD
Georgia
$5.15K
BTI
222
Blue Trust Inc
Georgia
$5K -$6.2K -93 -55%
HWA
223
HHM Wealth Advisors
Tennessee
$4.85K
PFA
224
Pathway Financial Advisers
Indiana
$3.93K +$3.93K +63 New
SS
225
Sunbelt Securities
Texas
$3.54K