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iShares US Consumer Staples ETF

109 hedge funds and large institutions have $179M invested in iShares US Consumer Staples ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more capital invested

Capital invested by funds: $163M → $179M (+$16.8M)

6.34% more ownership

Funds ownership: 105.33%111.67% (+6.3%)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 110109 (-1)

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
29
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.3M -$327K -7,923 -1%
Bank of America
2
Bank of America
North Carolina
$23.1M +$1.6M +38,697 +8%
UBS Group
3
UBS Group
Switzerland
$18.9M -$616K -14,904 -3%
RIG
4
RiverFront Investment Group
Virginia
$9.76M -$189K -4,584 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.2M +$492K +11,913 +7%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$7.13M +$1.9M +46,035 +37%
Wells Fargo
7
Wells Fargo
California
$6.05M -$1.04M -25,233 -15%
RJA
8
Raymond James & Associates
Florida
$5.71M -$35.8K -867 -0.6%
Citadel Advisors
9
Citadel Advisors
Florida
$5.46M +$3.87M +93,660 +261%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$5.03M +$4.38M +105,999 +794%
FEM
11
Fulcrum Equity Management
Texas
$3.74M +$3.66M +88,641 New
Goldman Sachs
12
Goldman Sachs
New York
$3.7M
FIM
13
Fernwood Investment Management
Massachusetts
$3.48M +$86.8K +2,100 +3%
CS
14
Credit Suisse
Switzerland
$3.36M +$3.03M +73,287 +1,150%
LPL Financial
15
LPL Financial
California
$3.15M +$101K +2,448 +3%
Ameriprise
16
Ameriprise
Minnesota
$2.36M -$45.8K -1,107 -2%
CCA
17
Conservest Capital Advisors
Pennsylvania
$2.27M +$70.3K +1,701 +3%
SCP
18
Syntal Capital Partners
Texas
$2.16M +$2.12M +51,324 New
NA
19
Navellier & Associates
Nevada
$1.89M -$19.6K -474 -1%
OWD
20
Osborn Williams & Donohoe
Ohio
$1.68M
UCFA
21
United Capital Financial Advisors
Texas
$1.62M -$2.48K -60 -0.2%
PAG
22
Private Advisor Group
New Jersey
$1.54M -$53.8K -1,302 -3%
NA
23
NewEdge Advisors
Louisiana
$1.46M -$211K -5,112 -13%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.25M +$53.3K +1,290 +5%
AG
25
Advisor Group
Arizona
$1.23M -$709K -17,154 -37%