iShares US Consumer Staples ETF
152 hedge funds and large institutions have $314M invested in iShares US Consumer Staples ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 13 closing their positions.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
7% more funds holding
Funds holding: 142 → 152 (+10)
3% more capital invested
Capital invested by funds: $306M → $314M (+$8.89M)
3.28% less ownership
Funds ownership: 124.31% → 121.04% (-3.3%)
12% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 43
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$26.4M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$4.98M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$4.32M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.58M |
| 5 |
PFA
Paradigm Financial Advisors
Des Peres,
Missouri
|
+$3.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$19.6M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$7.34M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$6.56M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.08M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.11M |
IYK Hedge Fund Activity: Q1 2021 in Review
152 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2021, worth a combined $314M — up 2.9% from $306M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IYK positions and 13 closed out — a net gain of 10 holders — while 38 added to existing stakes and 43 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $26.4M. The largest seller was Bank Hapoalim BM, exiting entirely with an estimated $19.6M sold.
- 152 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2021, up from 142 in Q4 2020.
- Funds reported $314M of iShares US Consumer Staples ETF stock for Q1 2021, up 2.9% quarter-over-quarter.
- 23 funds opened new iShares US Consumer Staples ETF positions in Q1 2021 and 13 closed out, a net change of +10 holders.
- The largest iShares US Consumer Staples ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $26.4M added.
- The largest iShares US Consumer Staples ETF seller in Q1 2021 was Bank Hapoalim BM, an estimated $19.6M sold.
Based on aggregated 13F filings for Q1 2021.