iShares US Consumer Staples ETF
244 hedge funds and large institutions have $936M invested in iShares US Consumer Staples ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 29 closing their positions.
10% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 29
1% more funds holding
Funds holding: 242 → 244 (+2)
9% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 87
6% less capital invested
Capital invested by funds: $998M → $936M (-$62M)
11.61% less ownership
Funds ownership: 178.63% → 167.02% (-12%)
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Prostatis Group
Hanover,
Maryland
|
+$22.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.68M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.02M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.24M |
| 5 |
Morgan Stanley
New York
|
+$4.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$40.7M |
| 2 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$35.4M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$6.82M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.71M |
| 5 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$6.41M |
IYK Hedge Fund Activity: Q2 2023 in Review
244 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q2 2023, worth a combined $936M — down 6.2% from $998M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IYK positions and 29 closed out — a net gain of 3 holders — while 79 added to existing stakes and 87 trimmed.
The largest buyer was Prostatis Group, opening a new position worth an estimated $22.8M. The largest seller was Money Concepts Capital, cutting an estimated $40.7M.
- 244 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q2 2023, up from 242 in Q1 2023.
- Funds reported $936M of iShares US Consumer Staples ETF stock for Q2 2023, down 6.2% quarter-over-quarter.
- 32 funds opened new iShares US Consumer Staples ETF positions in Q2 2023 and 29 closed out, a net change of +3 holders.
- The largest iShares US Consumer Staples ETF buyer in Q2 2023 was Prostatis Group, an estimated $22.8M added.
- The largest iShares US Consumer Staples ETF seller in Q2 2023 was Money Concepts Capital, an estimated $40.7M sold.
Based on aggregated 13F filings for Q2 2023.