iShares US Consumer Staples ETF
IYK
129 hedge funds and large institutions have $252M invested in iShares US Consumer Staples ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 8 closing their positions.
288% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 8
26% more capital invested
Capital invested by funds: $200M → $252M (+$51.5M)
21% more funds holding
Funds holding: 107 → 129 (+22)
2.25% more ownership
Funds ownership: 120.57% → 122.83% (+2.3%)
3% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 31
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$7.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.81M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$3.87M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.58M |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$2.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.14M |
| 2 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$4.05M |
| 3 |
Morgan Stanley
New York
|
-$3.08M |
| 4 |
KM
Kalos Management
Alpharetta,
Georgia
|
-$2.95M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.13M |
IYK Hedge Fund Activity: Q3 2020 in Review
129 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2020, worth a combined $252M — up 26% from $200M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IYK positions and 8 closed out — a net gain of 23 holders — while 32 added to existing stakes and 31 trimmed.
The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $7.3M. The largest seller was Jane Street, exiting entirely with an estimated $4.14M sold.
- 129 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2020, up from 107 in Q2 2020.
- Funds reported $252M of iShares US Consumer Staples ETF stock for Q3 2020, up 26% quarter-over-quarter.
- 31 funds opened new iShares US Consumer Staples ETF positions in Q3 2020 and 8 closed out, a net change of +23 holders.
- The largest iShares US Consumer Staples ETF buyer in Q3 2020 was Redhawk Wealth Advisors, an estimated $7.3M added.
- The largest iShares US Consumer Staples ETF seller in Q3 2020 was Jane Street, an estimated $4.14M sold.
Based on aggregated 13F filings for Q3 2020.