We are live on ! Find out more
IYK icon

iShares US Consumer Staples ETF

61 hedge funds and large institutions have $181M invested in iShares US Consumer Staples ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

22% more funds holding

Funds holding: 5061 (+11)

1% more capital invested

Capital invested by funds: $179M → $181M (+$1.52M)

4.95% less ownership

Funds ownership: 114.36%109.41% (-5%)

Holders
61
Holders Change
+11
Holders Change %
+22%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
21
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$40.1M -$1.28M -41,223 -3%
Bank of America
2
Bank of America
North Carolina
$34.7M -$4.61M -148,218 -12%
Wells Fargo
3
Wells Fargo
California
$23.7M +$27.1K +870 +0.1%
U
4
UBS
Switzerland
$14.5M +$478K +15,348 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M +$2.37M +76,260 +31%
LPL Financial
6
LPL Financial
California
$5.7M +$459K +14,742 +9%
BTS
7
BB&T Securities
Virginia
$4.99M +$32.6K +1,047 +7%
JP Morgan Chase
8
JP Morgan Chase
New York
$4.95M -$990K -31,797 -17%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.53M -$49K -1,575 -1%
SFI
10
SPC Financial Inc
Maryland
$4.26M -$39.7K -1,275 -0.9%
Goldman Sachs
11
Goldman Sachs
New York
$4.18M +$410K +13,173 +11%
FIM
12
Fernwood Investment Management
Massachusetts
$3.56M +$3.47M +111,591 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.85M +$2.78M +89,172 New
SI
14
Stephens Inc
Arkansas
$1.74M +$20.1K +645 +1%
SG Americas Securities
15
SG Americas Securities
New York
$1.56M -$17.8M -571,044 -92%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.44M +$1.33M +42,573 +1,642%
SCA
17
Stillwater Capital Advisors
Pennsylvania
$1.4M +$316K +10,140 +30%
PI
18
Placemark Investments
Illinois
$1.36M +$161K +5,166 +14%
DADC
19
D.A. Davidson & Co
Montana
$1.31M -$47.1K -1,512 -4%
RJA
20
Raymond James & Associates
Florida
$1.13M +$113K +3,615 +11%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.08M +$68.7K +2,208 +7%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.07M
VKH
23
Virtu KCG Holdings
New York
$865K +$490K +15,756 +139%
OWD
24
Osborn Williams & Donohoe
Ohio
$827K
TH
25
Timber Hill
Connecticut
$788K +$769K +24,696 New