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iShares US Consumer Staples ETF

211 hedge funds and large institutions have $703M invested in iShares US Consumer Staples ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 18 (+7)

90% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 39

81% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 31

52% more capital invested

Capital invested by funds: $463M → $703M (+$240M)

16.16% more ownership

Funds ownership: 144.11%160.27% (+16%)

13% more funds holding

Funds holding: 187211 (+24)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $430K

Holders
211
Holders Change
+24
Holders Change %
+12.83%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.13%
New
56
Increased
74
Reduced
39
Closed
31
Calls
Puts
$430K
Net Calls
-$430K
Net Calls Change
-$430K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$69M +$31.4M +467,604 +79%
Morgan Stanley
2
Morgan Stanley
New York
$60M +$15.4M +228,558 +33%
EF
3
Empowered Funds
Pennsylvania
$40.5M +$41.9M +622,986 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$36.3M +$12.7M +188,820 +51%
Wells Fargo
5
Wells Fargo
California
$35.3M +$21M +312,750 +136%
UBS Group
6
UBS Group
Switzerland
$29M -$2.53M -37,620 -8%
LPL Financial
7
LPL Financial
California
$28.9M +$20.1M +298,896 +205%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$19.9M +$14.7M +218,397 +248%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19.3M +$8.58M +127,665 +75%
Osaic Holdings
10
Osaic Holdings
Arizona
$18.8M -$605K -8,994 -3%
MWM
11
MinichMacGregor Wealth Management
New York
$17M +$17.6M +261,594 New
SFI
12
SPC Financial Inc
Maryland
$16.7M +$17.3M +256,677 New
Goldman Sachs
13
Goldman Sachs
New York
$11.5M -$8.95M -133,209 -43%
OC
14
Oppenheimer & Co
New York
$10.9M +$5.08M +75,594 +82%
MCC
15
Money Concepts Capital
Florida
$10.3M +$269K +3,999 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$9.38M +$2.45M +36,507 +34%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$9.34M +$4.01M +59,688 +71%
RJA
18
Raymond James & Associates
Florida
$9.34M +$2.68M +39,804 +38%
ASN
19
Advisory Services Network
Georgia
$9.25M +$9.35M +139,104 +4,342%
GCA
20
Genesee Capital Advisors
New York
$8.72M +$9.02M +134,238 New
Ameriprise
21
Ameriprise
Minnesota
$8.49M +$2.41M +35,790 +38%
DSN
22
D. Scott Neal
Kentucky
$8.43M +$8.72M +129,663 New
Stifel Financial
23
Stifel Financial
Missouri
$8.09M +$7.67M +114,069 +1,097%
LAM
24
LFS Asset Management
California
$7.94M +$8.22M +122,244 New
CIBC World Market
25
CIBC World Market
Ontario, Canada
$7.59M -$48K -714 -0.6%