iShares US Consumer Staples ETF
86 hedge funds and large institutions have $289M invested in iShares US Consumer Staples ETF in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 13 closing their positions.
1% more funds holding
Funds holding: 85 → 86 (+1)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $299M → $289M (-$9.86M)
3.12% less ownership
Funds ownership: 152.56% → 149.45% (-3.1%)
14% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$18.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$9.8M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$8.24M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.09M |
| 5 |
SG Americas Securities
New York
|
+$2.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$19.2M |
| 2 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$14.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.17M |
| 4 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$4.86M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$4.71M |
IYK Hedge Fund Activity: Q3 2015 in Review
86 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2015, worth a combined $289M — down 3.3% from $299M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IYK positions and 13 closed out — a net gain of 1 holder — while 24 added to existing stakes and 28 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $18.9M. The largest seller was LPL Financial, cutting an estimated $19.2M.
- 86 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2015, up from 85 in Q2 2015.
- Funds reported $289M of iShares US Consumer Staples ETF stock for Q3 2015, down 3.3% quarter-over-quarter.
- 14 funds opened new iShares US Consumer Staples ETF positions in Q3 2015 and 13 closed out, a net change of +1 holder.
- The largest iShares US Consumer Staples ETF buyer in Q3 2015 was RiverFront Investment Group, an estimated $18.9M added.
- The largest iShares US Consumer Staples ETF seller in Q3 2015 was LPL Financial, an estimated $19.2M sold.
Based on aggregated 13F filings for Q3 2015.