We are live on ! Find out more
IYK icon

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.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

7% more funds holding

Funds holding: 142152 (+10)

3% more capital invested

Capital invested by funds: $306M → $314M (+$8.63M)

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: 20 (-2)

Holders
152
Holders Change
+10
Holders Change %
+7.04%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
38
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$36.4M +$26.4M +450,921 +271%
Morgan Stanley
2
Morgan Stanley
New York
$33.3M -$2.91M -49,764 -8%
Bank of America
3
Bank of America
North Carolina
$31.2M -$229K -3,906 -0.7%
UBS Group
4
UBS Group
Switzerland
$22.7M -$1.79M -30,654 -7%
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M +$1.45M +24,699 +12%
BCM
6
Brookstone Capital Management
Illinois
$11.5M +$4.98M +85,002 +77%
Wells Fargo
7
Wells Fargo
California
$11M -$744K -12,714 -6%
LPL Financial
8
LPL Financial
California
$10.8M +$3.58M +61,098 +50%
Goldman Sachs
9
Goldman Sachs
New York
$9.92M
CIBC World Market
10
CIBC World Market
Ontario, Canada
$6.62M -$15.5K -264 -0.2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$6.49M +$749K +12,801 +13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.42M -$1.21M -20,721 -16%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$5.25M -$23.2K -396 -0.4%
UCFA
14
United Capital Financial Advisors
Texas
$5.25M +$283K +4,839 +6%
FIM
15
Fernwood Investment Management
Massachusetts
$5.09M +$137K +2,340 +3%
Citadel Advisors
16
Citadel Advisors
Florida
$5.03M +$57.1K +975 +1%
Ameriprise
17
Ameriprise
Minnesota
$4.86M -$41.6K -711 -0.9%
BAM
18
Belpointe Asset Management
Nevada
$4.35M +$4.32M +73,701 New
RJA
19
Raymond James & Associates
Florida
$4.07M +$268K +4,584 +7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.54M -$294K -5,016 -8%
PFA
21
Paradigm Financial Advisors
Missouri
$3.52M +$3.5M +59,721 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$3.01M -$73.6K -1,257 -2%
PFS
23
Prospera Financial Services
Texas
$2.99M +$351 +6 +0%
CCA
24
Conservest Capital Advisors
Pennsylvania
$2.92M -$6.85K -117 -0.2%
MSAM
25
Moloney Securities Asset Management
Missouri
$2.9M +$2.5M +42,666 +654%