iShares US Consumer Staples ETF
92 hedge funds and large institutions have $353M invested in iShares US Consumer Staples ETF in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 3 closing their positions.
881% more capital inflows, than outflows
Capital inflows: $158M | Capital outflows: $16.1M
800% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 3
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
33% more funds holding
Funds holding: 69 → 92 (+23)
26% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$43.1M |
| 2 |
AssetMark Inc
Concord,
California
|
+$26M |
| 3 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$25.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.21M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$4.49M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$3.12M |
| 3 |
Goldman Sachs
New York
|
-$1.73M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$1.55M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.34M |
IYK Hedge Fund Activity: Q4 2014 in Review
92 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q4 2014, worth a combined $353M — up 67% from $211M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IYK positions and 3 closed out — a net gain of 24 holders — while 24 added to existing stakes and 19 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $43.1M. The largest seller was Citigroup, cutting an estimated $4.49M.
- 92 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q4 2014, up from 69 in Q3 2014.
- Funds reported $353M of iShares US Consumer Staples ETF stock for Q4 2014, up 67% quarter-over-quarter.
- 27 funds opened new iShares US Consumer Staples ETF positions in Q4 2014 and 3 closed out, a net change of +24 holders.
- The largest iShares US Consumer Staples ETF buyer in Q4 2014 was Beaumont Financial Advisors, an estimated $43.1M added.
- The largest iShares US Consumer Staples ETF seller in Q4 2014 was Citigroup, an estimated $4.49M sold.
Based on aggregated 13F filings for Q4 2014.