We are live on ! Find out more
IYK icon

iShares US Consumer Staples ETF
IYK

230 hedge funds and large institutions have $687M invested in iShares US Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 241 → 230 (-11)

7% less capital invested

Capital invested by funds: $742M → $687M (-$55.1M)

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 87

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

122.14% less ownership

Funds ownership: 173.26% → 51.12% (-122%)

Holders
230
Holders Change
-11
Holders Change %
-4.56%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
64
Reduced
87
Closed
29
Calls
$703K
Puts
–
Net Calls
+$703K
Net Calls Change
+$147K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$44.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.19M
3
BA
Bellwether Advisors
Nebraska
+$4.25M
4
GWA
GGM Wealth Advisors
Maryland
+$3.82M
5
LPL Financial
LPL Financial
California
+$3.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$81.2M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$33.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$7.74M
4
CW
Connectus Wealth
Ohio
-$7.66M
5
Wells Fargo
Wells Fargo
California
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
201
SouthState Corp
Florida
$30.4K – – –
MCM
202
Manchester Capital Management
Vermont
$29.8K – – –
NP
203
NorthRock Partners
Minnesota
$28.8K – – –
AA
204
Ancora Advisors
Ohio
$28.4K – – –
BSB
205
Bangor Savings Bank
Maine
$27.6K – – –
CSC
206
Caldwell Sutter Capital
California
$27.2K -$27.2K -417 -51%
PA
207
Pineridge Advisors
Missouri
$23.3K – – –
AF
208
Advisornet Financial
Minnesota
$20.3K -$26.4K -405 -57%
PSB
209
Piscataqua Savings Bank
New Hampshire
$20.3K -$19.4K -297 -50%
RA
210
Ransom Advisory
Rhode Island
$20.3K +$19.6K +300 New
RIA
211
Realta Investment Advisors
Delaware
$19.3K +$18.6K +285 New
FGA
212
Fortis Group Advisors
New Jersey
$17K -$16.4K -252 -50%
AF
213
Allworth Financial
California
$16.6K – – –
TCM
214
Tradewinds Capital Management
Washington
$13.8K -$25K -384 -65%
PP
215
Pacifica Partners
Canada
$13.6K +$13.3K +204 New
CJ
216
Caitlin John
Michigan
$13.2K – – –
NB
217
NBT Bank
New York
$13.2K – – –
CAL
218
Capital Analysts LLC
Pennsylvania
$13K -$69K -1,059 -84%
SIC
219
Salem Investment Counselors
North Carolina
$12K – – –
AIMA
220
Ables Iannone Moore & Associates
Georgia
$10.1K – – –
FFA
221
Farther Finance Advisors
California
$9.67K – – –
FFA
222
Founders Financial Alliance
North Carolina
$7.29K – – –
MSG
223
Main Street Group
Virginia
$6.85K – – –
S
224
SignatureFD
Georgia
$5.71K – – –
BTI
225
Blue Trust Inc
Georgia
$5.07K -$139K -2,127 -97%
7 8
9
10 11

IYK Hedge Fund Activity: Q1 2024 in Review

230 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2024, worth a combined $687M — down 7.4% from $742M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of IYK and 21 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 64 added.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $44.5M. The largest seller was Morgan Stanley, cutting an estimated $81.2M.

  • 230 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2024, down from 241 in Q4 2023.
  • Funds reported $687M of iShares US Consumer Staples ETF stock for Q1 2024, down 7.4% quarter-over-quarter.
  • 21 funds opened new iShares US Consumer Staples ETF positions in Q1 2024 and 29 closed out, a net change of -8 holders.
  • The largest iShares US Consumer Staples ETF buyer in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $44.5M added.
  • The largest iShares US Consumer Staples ETF seller in Q1 2024 was Morgan Stanley, an estimated $81.2M sold.

Based on aggregated 13F filings for Q1 2024.