iShares US Consumer Staples ETF
50 hedge funds and large institutions have $175M invested in iShares US Consumer Staples ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 13 closing their positions.
1.48% more ownership
Funds ownership: 112.89% → 114.36% (+1.5%)
2% more capital invested
Capital invested by funds: $171M → $175M (+$3.78M)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
12% less funds holding
Funds holding: 57 → 50 (-7)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$17.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.5M |
| 3 |
Goldman Sachs
New York
|
+$3.53M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.18M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$947K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$10.6M |
| 2 |
LPL Financial
San Diego,
California
|
-$10.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.23M |
| 4 |
JP Morgan Chase
New York
|
-$2.59M |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$2.48M |
IYK Hedge Fund Activity: Q3 2013 in Review
50 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2013, worth a combined $175M — up 2.2% from $171M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of IYK and 7 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 15 added.
The largest buyer was SG Americas Securities, adding an estimated $17.2M. The largest seller was Quantitative Advantage, exiting entirely with an estimated $10.6M sold.
- 50 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2013, down from 57 in Q2 2013.
- Funds reported $175M of iShares US Consumer Staples ETF stock for Q3 2013, up 2.2% quarter-over-quarter.
- 7 funds opened new iShares US Consumer Staples ETF positions in Q3 2013 and 13 closed out, a net change of -6 holders.
- The largest iShares US Consumer Staples ETF buyer in Q3 2013 was SG Americas Securities, an estimated $17.2M added.
- The largest iShares US Consumer Staples ETF seller in Q3 2013 was Quantitative Advantage, an estimated $10.6M sold.
Based on aggregated 13F filings for Q3 2013.