iShares US Consumer Staples ETF
107 hedge funds and large institutions have $200M invested in iShares US Consumer Staples ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 14 closing their positions.
69% more capital inflows, than outflows
Capital inflows: $36.4M | Capital outflows: $21.6M
2.12% more ownership
Funds ownership: 38.07% → 40.19% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 114 → 107 (-7)
12% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 34
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$13.7M |
| 2 |
Jane Street
New York
|
+$3.61M |
| 3 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$3.37M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.12M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$7.08M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.22M |
| 3 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$1.61M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.49M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.35M |
IYK Hedge Fund Activity: Q2 2020 in Review
107 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q2 2020, worth a combined $200M — up 26% from $159M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IYK and 9 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 30 added.
The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $13.7M. The largest seller was Quantitative Advantage, exiting entirely with an estimated $7.08M sold.
- 107 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q2 2020, down from 114 in Q1 2020.
- Funds reported $200M of iShares US Consumer Staples ETF stock for Q2 2020, up 26% quarter-over-quarter.
- 9 funds opened new iShares US Consumer Staples ETF positions in Q2 2020 and 14 closed out, a net change of -5 holders.
- The largest iShares US Consumer Staples ETF buyer in Q2 2020 was Bank Hapoalim BM, an estimated $13.7M added.
- The largest iShares US Consumer Staples ETF seller in Q2 2020 was Quantitative Advantage, an estimated $7.08M sold.
Based on aggregated 13F filings for Q2 2020.