iShares US Consumer Staples ETF
235 hedge funds and large institutions have $777M invested in iShares US Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 88 reducing their positions, and 30 closing their positions.
1.82% less ownership
Funds ownership: 167.02% → 165.2% (-1.8%)
4% less funds holding
Funds holding: 244 → 235 (-9)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
17% less capital invested
Capital invested by funds: $936M → $777M (-$159M)
23% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 30
36% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$16.3M |
| 2 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
+$13.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.3M |
| 4 |
Two Sigma Investments
New York
|
+$10.7M |
| 5 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$9.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Prostatis Group
Hanover,
Maryland
|
-$22.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$21.9M |
| 3 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$20.6M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$18.1M |
| 5 |
Morgan Stanley
New York
|
-$17.7M |
IYK Hedge Fund Activity: Q3 2023 in Review
235 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q3 2023, worth a combined $777M — down 17% from $936M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of IYK and 23 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 56 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $16.3M. The largest seller was Prostatis Group, cutting an estimated $22.2M.
- 235 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q3 2023, down from 244 in Q2 2023.
- Funds reported $777M of iShares US Consumer Staples ETF stock for Q3 2023, down 17% quarter-over-quarter.
- 23 funds opened new iShares US Consumer Staples ETF positions in Q3 2023 and 30 closed out, a net change of -7 holders.
- The largest iShares US Consumer Staples ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $16.3M added.
- The largest iShares US Consumer Staples ETF seller in Q3 2023 was Prostatis Group, an estimated $22.2M sold.
Based on aggregated 13F filings for Q3 2023.