iShares US Consumer Staples ETF
115 hedge funds and large institutions have $182M invested in iShares US Consumer Staples ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 11 closing their positions.
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
19% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 27
6% more funds holding
Funds holding: 109 → 115 (+6)
2% more capital invested
Capital invested by funds: $179M → $182M (+$2.85M)
2.49% less ownership
Funds ownership: 111.67% → 109.18% (-2.5%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.79M |
| 2 |
Jane Street
New York
|
+$1.1M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$898K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$864K |
| 5 |
LPL Financial
San Diego,
California
|
+$479K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$3.74M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.05M |
| 3 |
SCP
Syntal Capital Partners
Midland,
Texas
|
-$2.16M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
-$1.89M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.88M |
IYK Hedge Fund Activity: Q4 2019 in Review
115 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q4 2019, worth a combined $182M — up 1.6% from $179M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IYK positions and 11 closed out — a net gain of 9 holders — while 32 added to existing stakes and 27 trimmed.
The largest buyer was Credit Suisse, adding an estimated $1.79M. The largest seller was Fulcrum Equity Management, exiting entirely with an estimated $3.74M sold.
- 115 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q4 2019, up from 109 in Q3 2019.
- Funds reported $182M of iShares US Consumer Staples ETF stock for Q4 2019, up 1.6% quarter-over-quarter.
- 20 funds opened new iShares US Consumer Staples ETF positions in Q4 2019 and 11 closed out, a net change of +9 holders.
- The largest iShares US Consumer Staples ETF buyer in Q4 2019 was Credit Suisse, an estimated $1.79M added.
- The largest iShares US Consumer Staples ETF seller in Q4 2019 was Fulcrum Equity Management, an estimated $3.74M sold.
Based on aggregated 13F filings for Q4 2019.