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iShares US Consumer Staples ETF

141 hedge funds and large institutions have $245M invested in iShares US Consumer Staples ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 142141 (-1)

5.27% less ownership

Funds ownership: 114.52%109.25% (-5.3%)

7% less capital invested

Capital invested by funds: $263M → $245M (-$17.7M)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
37
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.4M -$1.13M -18,294 -3%
Bank of America
2
Bank of America
North Carolina
$28.5M -$3.27M -53,100 -10%
UBS Group
3
UBS Group
Switzerland
$22.6M +$153K +2,478 +0.7%
Goldman Sachs
4
Goldman Sachs
New York
$14.2M +$5.02M +81,525 +52%
Osaic Holdings
5
Osaic Holdings
Arizona
$12.5M +$14K +228 +0.1%
Wells Fargo
6
Wells Fargo
California
$11M +$2.21M +35,814 +24%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.26M -$4.86M -78,930 -34%
LPL Financial
8
LPL Financial
California
$7.13M +$400K +6,498 +6%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$6.93M +$202K +3,276 +3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$5.72M +$3.34M +54,147 +131%
UCFA
11
United Capital Financial Advisors
Texas
$5.55M +$151K +2,445 +3%
FIM
12
Fernwood Investment Management
Massachusetts
$5.16M -$25.7K -417 -0.5%
RJA
13
Raymond James & Associates
Florida
$4.39M +$204K +3,315 +5%
PFA
14
Paradigm Financial Advisors
Missouri
$3.98M -$824K -13,380 -17%
Ameriprise
15
Ameriprise
Minnesota
$3.97M +$534K +8,670 +15%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.96M +$110K +1,791 +3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.77M +$1.31M +21,270 +51%
CCA
18
Conservest Capital Advisors
Pennsylvania
$3.1M -$15K -243 -0.5%
FCFC
19
First Citizens Financial Corp
Iowa
$2.36M +$14.2K +231 +0.6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.25M -$138K -2,235 -6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.06M -$3.55M -57,648 -63%
PCH
22
PGIM Custom Harvest
New Jersey
$2.03M +$350K +5,676 +20%
DFG
23
Demars Financial Group
Washington
$2.02M +$54.3K +882 +3%
Citigroup
24
Citigroup
New York
$2M +$1.19M +19,374 +139%
EL
25
Essex LLC
Illinois
$1.97M +$2.02M +32,841 New