iShares US Consumer Staples ETF
IYK
103 hedge funds and large institutions have $396M invested in iShares US Consumer Staples ETF in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 11 closing their positions.
155% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 11
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
37% more capital invested
Capital invested by funds: $289M → $396M (+$107M)
24.82% more ownership
Funds ownership: 149.45% → 174.27% (+25%)
20% more funds holding
Funds holding: 86 → 103 (+17)
28% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$18.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.8M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$15.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$7.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.63M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$2.38M |
| 3 |
SG Americas Securities
New York
|
-$2.29M |
| 4 |
Goldman Sachs
New York
|
-$2.04M |
| 5 |
HF
HRT Financial
New York
|
-$1.84M |
IYK Hedge Fund Activity: Q4 2015 in Review
103 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q4 2015, worth a combined $396M — up 37% from $289M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IYK positions and 11 closed out — a net gain of 17 holders — while 21 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.7M. The largest seller was Susquehanna International Group, cutting an estimated $3.63M.
- 103 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q4 2015, up from 86 in Q3 2015.
- Funds reported $396M of iShares US Consumer Staples ETF stock for Q4 2015, up 37% quarter-over-quarter.
- 28 funds opened new iShares US Consumer Staples ETF positions in Q4 2015 and 11 closed out, a net change of +17 holders.
- The largest iShares US Consumer Staples ETF buyer in Q4 2015 was Morgan Stanley, an estimated $20.7M added.
- The largest iShares US Consumer Staples ETF seller in Q4 2015 was Susquehanna International Group, an estimated $3.63M sold.
Based on aggregated 13F filings for Q4 2015.