iShares US Consumer Staples ETF
95 hedge funds and large institutions have $280M invested in iShares US Consumer Staples ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 47 reducing their positions, and 19 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 107 → 95 (-12)
14.21% less ownership
Funds ownership: 145.46% → 131.25% (-14%)
19% less capital invested
Capital invested by funds: $345M → $280M (-$65.5M)
58% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 19
66% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$10M |
| 2 |
TSS
Two Sigma Securities
New York
|
+$9.71M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.43M |
| 4 |
Jane Street
New York
|
+$3.31M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.4M |
| 2 |
LPL Financial
San Diego,
California
|
-$10.2M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$8.97M |
| 4 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$5.06M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.02M |
IYK Hedge Fund Activity: Q3 2017 in Review
95 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2017, worth a combined $280M — down 19% from $345M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IYK and 8 opened new positions — a net loss of 11 holders — while 47 trimmed existing stakes and 16 added.
The largest buyer was Virtu Financial, opening a new position worth an estimated $10M. The largest seller was Morgan Stanley, cutting an estimated $10.4M.
- 95 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2017, down from 107 in Q2 2017.
- Funds reported $280M of iShares US Consumer Staples ETF stock for Q3 2017, down 19% quarter-over-quarter.
- 8 funds opened new iShares US Consumer Staples ETF positions in Q3 2017 and 19 closed out, a net change of -11 holders.
- The largest iShares US Consumer Staples ETF buyer in Q3 2017 was Virtu Financial, an estimated $10M added.
- The largest iShares US Consumer Staples ETF seller in Q3 2017 was Morgan Stanley, an estimated $10.4M sold.
Based on aggregated 13F filings for Q3 2017.