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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.

New
Increased
Maintained
Reduced
Closed

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: $245M → $291M (+$45.4M)

17% more funds holding

Funds holding: 141165 (+24)

4.22% more ownership

Funds ownership: 109.25%113.47% (+4.2%)

Holders
165
Holders Change
+24
Holders Change %
+17.02%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
53
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.9M +$6.09M +97,293 +17%
Bank of America
2
Bank of America
North Carolina
$32.2M +$483K +7,710 +2%
UBS Group
3
UBS Group
Switzerland
$25.4M +$132K +2,112 +0.6%
Osaic Holdings
4
Osaic Holdings
Arizona
$14.1M +$203K +3,240 +2%
Goldman Sachs
5
Goldman Sachs
New York
$13.5M -$2.21M -35,322 -15%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.7M +$365K +5,832 +4%
Wells Fargo
7
Wells Fargo
California
$9.7M -$2.44M -38,967 -21%
LPL Financial
8
LPL Financial
California
$7.9M -$43.8K -699 -0.6%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$7.86M +$122K +1,944 +2%
UCFA
10
United Capital Financial Advisors
Texas
$6.22M +$29.7K +474 +0.5%
FIM
11
Fernwood Investment Management
Massachusetts
$5.75M +$940 +15 +0%
RJA
12
Raymond James & Associates
Florida
$5.38M +$452K +7,218 +10%
Ameriprise
13
Ameriprise
Minnesota
$5.24M +$765K +12,204 +18%
SAM
14
Synergy Asset Management
Washington
$5.24M +$4.92M +78,483 New
Citadel Advisors
15
Citadel Advisors
Florida
$4.43M +$3.52M +56,157 +546%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.17M -$222K -3,537 -5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.11M -$87K -1,389 -2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.93M -$2.29M -36,558 -38%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.32M +$961K +15,333 +44%
CCA
20
Conservest Capital Advisors
Pennsylvania
$3.31M -$130K -2,079 -4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.06M +$1.05M +16,821 +58%
FCFC
22
First Citizens Financial Corp
Iowa
$2.59M -$35.5K -567 -1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.44M -$58.3K -930 -2%
DFG
24
Demars Financial Group
Washington
$2.38M +$122K +1,941 +6%
Prudential Financial
25
Prudential Financial
New Jersey
$2.38M +$2.24M +35,727 New