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iShares US Consumer Staples ETF

227 hedge funds and large institutions have $760M invested in iShares US Consumer Staples ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8% more capital invested

Capital invested by funds: $703M → $760M (+$57.1M)

8% more funds holding

Funds holding: 211227 (+16)

3.61% more ownership

Funds ownership: 160.27%163.88% (+3.6%)

Holders
227
Holders Change
+16
Holders Change %
+7.58%
% of All Funds
3.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
38
Increased
85
Reduced
49
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$70M +$6.9M +105,000 +10%
Morgan Stanley
2
Morgan Stanley
New York
$66.3M +$12M +182,823 +20%
Wells Fargo
3
Wells Fargo
California
$46M +$14.7M +223,560 +41%
UBS Group
4
UBS Group
Switzerland
$41.3M +$15.8M +241,170 +54%
LPL Financial
5
LPL Financial
California
$35.1M +$9.23M +140,628 +32%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.1M +$34.1M +518,601 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$31M -$2.64M -40,221 -7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$25.6M +$8.56M +130,389 +44%
Osaic Holdings
9
Osaic Holdings
Arizona
$22.7M +$5.92M +90,210 +31%
Ameriprise
10
Ameriprise
Minnesota
$20.7M +$14M +213,237 +163%
MWM
11
MinichMacGregor Wealth Management
New York
$19M +$3.61M +54,981 +21%
SFI
12
SPC Financial Inc
Maryland
$15.6M +$278K +4,239 +2%
MML Investors Services
13
MML Investors Services
Massachusetts
$15.4M +$14.5M +221,544 +629%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$14.1M -$4.63M -70,434 -23%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$12.2M +$3.9M +59,343 +41%
Goldman Sachs
16
Goldman Sachs
New York
$10.6M +$6.7K +102 +0.1%
MCC
17
Money Concepts Capital
Florida
$10.6M +$1.29M +19,620 +13%
Stifel Financial
18
Stifel Financial
Missouri
$9.07M +$1.76M +26,769 +22%
RJA
19
Raymond James & Associates
Florida
$9.04M +$468K +7,122 +5%
ASN
20
Advisory Services Network
Georgia
$8.5M -$37.4K -570 -0.4%
GCA
21
Genesee Capital Advisors
New York
$8.04M -$12.6K -192 -0.1%
DSN
22
D. Scott Neal
Kentucky
$8.01M +$261K +3,978 +3%
LAM
23
LFS Asset Management
California
$7.86M +$587K +8,934 +7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$7.78M -$958K -14,589 -10%
Citadel Advisors
25
Citadel Advisors
Florida
$7.03M +$7.71M +117,336 New