iShares US Consumer Staples ETF
71 hedge funds and large institutions have $199M invested in iShares US Consumer Staples ETF in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
13% more funds holding
Funds holding: 63 → 71 (+8)
11% more capital invested
Capital invested by funds: $180M → $199M (+$19.5M)
4.89% more ownership
Funds ownership: 118.02% → 122.91% (+4.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
16% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.56M |
| 2 |
Morgan Stanley
New York
|
+$2.61M |
| 3 |
SG Americas Securities
New York
|
+$2.24M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$1.7M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$3.07M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$1.84M |
| 3 |
SCP
Syntal Capital Partners
Midland,
Texas
|
-$1.63M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$578K |
| 5 |
LPL Financial
San Diego,
California
|
-$566K |
IYK Hedge Fund Activity: Q2 2014 in Review
71 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q2 2014, worth a combined $199M — up 11% from $180M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IYK positions and 3 closed out — a net gain of 8 holders — while 21 added to existing stakes and 25 trimmed.
The largest buyer was Bank of America, adding an estimated $6.56M. The largest seller was JP Morgan Chase, cutting an estimated $3.07M.
- 71 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q2 2014, up from 63 in Q1 2014.
- Funds reported $199M of iShares US Consumer Staples ETF stock for Q2 2014, up 11% quarter-over-quarter.
- 11 funds opened new iShares US Consumer Staples ETF positions in Q2 2014 and 3 closed out, a net change of +8 holders.
- The largest iShares US Consumer Staples ETF buyer in Q2 2014 was Bank of America, an estimated $6.56M added.
- The largest iShares US Consumer Staples ETF seller in Q2 2014 was JP Morgan Chase, an estimated $3.07M sold.
Based on aggregated 13F filings for Q2 2014.