iShares US Consumer Staples ETF
89 hedge funds and large institutions have $300M invested in iShares US Consumer Staples ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 11 closing their positions.
4% more capital invested
Capital invested by funds: $289M → $300M (+$11.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
1.63% less ownership
Funds ownership: 159.27% → 157.64% (-1.6%)
3% less funds holding
Funds holding: 92 → 89 (-3)
35% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$39.3M |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$11.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.36M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.5M |
| 5 |
Jane Street
New York
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$5.88M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$4.76M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.51M |
| 4 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$2.83M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.49M |
IYK Hedge Fund Activity: Q1 2017 in Review
89 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2017, worth a combined $300M — up 3.9% from $289M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IYK and 10 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 22 added.
The largest buyer was BlackRock, opening a new position worth an estimated $39.3M. The largest seller was Goldman Sachs, cutting an estimated $5.88M.
- 89 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2017, down from 92 in Q4 2016.
- Funds reported $300M of iShares US Consumer Staples ETF stock for Q1 2017, up 3.9% quarter-over-quarter.
- 10 funds opened new iShares US Consumer Staples ETF positions in Q1 2017 and 11 closed out, a net change of -1 holder.
- The largest iShares US Consumer Staples ETF buyer in Q1 2017 was BlackRock, an estimated $39.3M added.
- The largest iShares US Consumer Staples ETF seller in Q1 2017 was Goldman Sachs, an estimated $5.88M sold.
Based on aggregated 13F filings for Q1 2017.