iShares US Consumer Staples ETF
IYK
69 hedge funds and large institutions have $211M invested in iShares US Consumer Staples ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 9 closing their positions.
16.41% more ownership
Funds ownership: 122.91% → 139.32% (+16%)
6% more capital invested
Capital invested by funds: $199M → $211M (+$12.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 71 → 69 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
32% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$18.7M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$11.2M |
| 3 |
Citigroup
New York
|
+$9.95M |
| 4 |
Goldman Sachs
New York
|
+$6.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$19M |
| 2 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$5.95M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.26M |
| 4 |
SG Americas Securities
New York
|
-$2.83M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$1.65M |
IYK Hedge Fund Activity: Q3 2014 in Review
69 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2014, worth a combined $211M — up 6.2% from $199M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of IYK and 7 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 19 added.
The largest buyer was LPL Financial, adding an estimated $18.7M. The largest seller was RiverFront Investment Group, cutting an estimated $19M.
- 69 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2014, down from 71 in Q2 2014.
- Funds reported $211M of iShares US Consumer Staples ETF stock for Q3 2014, up 6.2% quarter-over-quarter.
- 7 funds opened new iShares US Consumer Staples ETF positions in Q3 2014 and 9 closed out, a net change of -2 holders.
- The largest iShares US Consumer Staples ETF buyer in Q3 2014 was LPL Financial, an estimated $18.7M added.
- The largest iShares US Consumer Staples ETF seller in Q3 2014 was RiverFront Investment Group, an estimated $19M sold.
Based on aggregated 13F filings for Q3 2014.