iShares US Consumer Staples ETF
63 hedge funds and large institutions have $180M invested in iShares US Consumer Staples ETF in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
3% more funds holding
Funds holding: 61 → 63 (+2)
9% more capital inflows, than outflows
Capital inflows: $50.5M | Capital outflows: $46.3M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
26% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$29.8M |
| 2 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$5.77M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.67M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$2.47M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$850K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$12.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$8.04M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.9M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.74M |
IYK Hedge Fund Activity: Q1 2014 in Review
63 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2014, worth a combined $180M — up 2% from $176M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IYK positions and 9 closed out — a net gain of 2 holders — while 17 added to existing stakes and 23 trimmed.
The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $29.8M. The largest seller was Morgan Stanley, cutting an estimated $14M.
- 63 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2014, up from 61 in Q4 2013.
- Funds reported $180M of iShares US Consumer Staples ETF stock for Q1 2014, up 2% quarter-over-quarter.
- 11 funds opened new iShares US Consumer Staples ETF positions in Q1 2014 and 9 closed out, a net change of +2 holders.
- The largest iShares US Consumer Staples ETF buyer in Q1 2014 was RiverFront Investment Group, an estimated $29.8M added.
- The largest iShares US Consumer Staples ETF seller in Q1 2014 was Morgan Stanley, an estimated $14M sold.
Based on aggregated 13F filings for Q1 2014.