iShares US Consumer Staples ETF
107 hedge funds and large institutions have $345M invested in iShares US Consumer Staples ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 3 closing their positions.
633% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 3
20% more funds holding
Funds holding: 89 → 107 (+18)
19% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 26
15% more capital invested
Capital invested by funds: $300M → $345M (+$45.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12.18% less ownership
Funds ownership: 157.64% → 145.46% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.91M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$8.88M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.41M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.03M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$11.4M |
| 2 |
BlackRock
New York
|
-$6.16M |
| 3 |
Goldman Sachs
New York
|
-$5.95M |
| 4 |
Jane Street
New York
|
-$3.24M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.6M |
IYK Hedge Fund Activity: Q2 2017 in Review
107 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q2 2017, worth a combined $345M — up 15% from $300M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IYK positions and 3 closed out — a net gain of 19 holders — while 31 added to existing stakes and 26 trimmed.
The largest buyer was LPL Financial, adding an estimated $9.91M. The largest seller was Grimes & Company, exiting entirely with an estimated $11.4M sold.
- 107 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q2 2017, up from 89 in Q1 2017.
- Funds reported $345M of iShares US Consumer Staples ETF stock for Q2 2017, up 15% quarter-over-quarter.
- 22 funds opened new iShares US Consumer Staples ETF positions in Q2 2017 and 3 closed out, a net change of +19 holders.
- The largest iShares US Consumer Staples ETF buyer in Q2 2017 was LPL Financial, an estimated $9.91M added.
- The largest iShares US Consumer Staples ETF seller in Q2 2017 was Grimes & Company, an estimated $11.4M sold.
Based on aggregated 13F filings for Q2 2017.