iShares US Consumer Staples ETF
165 hedge funds and large institutions have $291M invested in iShares US Consumer Staples ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 12 closing their positions.
217% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 12
51% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 35
19% more capital invested
Capital invested by funds: $246M → $291M (+$45.5M)
17% more funds holding
Funds holding: 141 → 165 (+24)
4.22% more ownership
Funds ownership: 109.25% → 113.47% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.09M |
| 2 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$4.92M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.52M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$2.24M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Paradigm Financial Advisors
Des Peres,
Missouri
|
-$3.98M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.44M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.29M |
| 4 |
Goldman Sachs
New York
|
-$2.21M |
| 5 |
KPW
Kore Private Wealth
New York
|
-$756K |
IYK Hedge Fund Activity: Q4 2021 in Review
165 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q4 2021, worth a combined $291M — up 19% from $246M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IYK positions and 12 closed out — a net gain of 26 holders — while 53 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.09M. The largest seller was Paradigm Financial Advisors, exiting entirely with an estimated $3.98M sold.
- 165 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q4 2021, up from 141 in Q3 2021.
- Funds reported $291M of iShares US Consumer Staples ETF stock for Q4 2021, up 19% quarter-over-quarter.
- 38 funds opened new iShares US Consumer Staples ETF positions in Q4 2021 and 12 closed out, a net change of +26 holders.
- The largest iShares US Consumer Staples ETF buyer in Q4 2021 was Morgan Stanley, an estimated $6.09M added.
- The largest iShares US Consumer Staples ETF seller in Q4 2021 was Paradigm Financial Advisors, an estimated $3.98M sold.
Based on aggregated 13F filings for Q4 2021.