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iShares US Consumer Staples ETF

110 hedge funds and large institutions have $163M invested in iShares US Consumer Staples ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

8% more funds holding

Funds holding: 102110 (+8)

1% more capital invested

Capital invested by funds: $161M → $163M (+$2.02M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 105.8%105.33% (-0.47%)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
28
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.5M +$205K +5,094 +0.7%
Bank of America
2
Bank of America
North Carolina
$20.6M +$506K +12,552 +3%
UBS Group
3
UBS Group
Switzerland
$18.8M +$1.05M +26,097 +6%
RIG
4
RiverFront Investment Group
Virginia
$9.55M -$139K -3,456 -1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.39M +$526K +13,065 +8%
Wells Fargo
6
Wells Fargo
California
$6.83M -$257K -6,369 -4%
RJA
7
Raymond James & Associates
Florida
$5.52M -$423K -10,488 -7%
CIBC World Market
8
CIBC World Market
Ontario, Canada
$4.99M +$142K +3,519 +3%
AWM
9
AE Wealth Management
Kansas
$3.74M +$3.72M +92,286 New
SS
10
Simplicity Solutions
Minnesota
$3.67M +$3.65M +90,579 New
Goldman Sachs
11
Goldman Sachs
New York
$3.56M -$967 -24 -0%
FIM
12
Fernwood Investment Management
Massachusetts
$3.25M -$91K -2,259 -3%
LPL Financial
13
LPL Financial
California
$2.92M -$148K -3,684 -5%
Ameriprise
14
Ameriprise
Minnesota
$2.31M -$114K -2,820 -5%
CCA
15
Conservest Capital Advisors
Pennsylvania
$2.11M -$27.9K -693 -1%
AG
16
Advisor Group
Arizona
$1.88M +$903K +22,407 +94%
NA
17
Navellier & Associates
Nevada
$1.83M +$1.83M +45,303 New
OWD
18
Osborn Williams & Donohoe
Ohio
$1.61M +$538K +13,365 +51%
NA
19
NewEdge Advisors
Louisiana
$1.61M +$18.1K +450 +1%
UCFA
20
United Capital Financial Advisors
Texas
$1.56M +$55.1K +1,368 +4%
PAG
21
Private Advisor Group
New Jersey
$1.53M +$7.13K +177 +0.5%
Citadel Advisors
22
Citadel Advisors
Florida
$1.45M -$1.67M -41,544 -54%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.15M -$125K -3,093 -10%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.13M +$54K +1,341 +5%
GC
25
Grace Capital
Massachusetts
$1.01M +$60.4K +1,500 +6%