IYK icon

iShares US Consumer Staples ETF
IYK

Overview Fund Activity

235 hedge funds and large institutions have $876M invested in iShares US Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 31 closing their positions.

Holders
235
Holders Change
-9
Holders Change %
-3.69%
% of All Funds
3.75%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
57
Reduced
87
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$100M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$36.5M
3
BA
3
Bellwether Advisors
Nebraska
$12.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$28.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13.3M

Top Sellers

1
PG
1
Prostatis Group
Maryland
$272K
2
Bank of America
2
Bank of America
North Carolina
$54.1M
3
MWM
3
MinichMacGregor Wealth Management
New York
$202K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$5.77M
5
Morgan Stanley
5
Morgan Stanley
New York
$76M
Name Market Value Shares Shares
Change 		Shares
Change %
GBWM
1
Granite Bay Wealth Management
New Hampshire
$100M 504,553 +504,553 New
PCH
2
PGIM Custom Harvest
New Jersey
$95.5M 511,824 +46,231 +10%
Morgan Stanley
3
Morgan Stanley
New York
$76M 407,659 -89,301 -18%
Bank of America
4
Bank of America
North Carolina
$54.1M 290,237 -110,456 -28%
LPL Financial
5
LPL Financial
California
$48.6M 260,415 +26,607 +11%
UBS Group
6
UBS Group
Switzerland
$41.1M 220,311 -12,200 -5%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$36.5M 195,515 +82,023 +72%
Wells Fargo
8
Wells Fargo
California
$31.1M 166,637 -82,925 -33%
Osaic Holdings
9
Osaic Holdings
Arizona
$28.6M 153,313 +61,860 +68%
Ameriprise
10
Ameriprise
Minnesota
$23.7M 126,939 -8,008 -6%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$18.9M 101,335 -811 -0.8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$17.3M 92,833 -45,368 -33%
Goldman Sachs
13
Goldman Sachs
New York
$16.4M 88,109 +29,010 +49%
Two Sigma Investments
14
Two Sigma Investments
New York
$13.3M 71,100 +53,800 +311%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$13M 69,909 +1,580 +2%
Stifel Financial
16
Stifel Financial
Missouri
$12.8M 68,471 -44,891 -40%
BA
17
Bellwether Advisors
Nebraska
$12.5M 66,949 +66,949 New
WP
18
WealthSpring Partners
California
$11.3M 60,785 +2,818 +5%
KCM
19
Kaye Capital Management
California
$9.97M 53,477 +1,493 +3%
DSN
20
D. Scott Neal
Kentucky
$8.14M 43,223 +140 +0.3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$7.8M 41,841 -9,866 -19%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$7.26M 38,945 +1,050 +3%
WIP
23
WealthCare Investment Partners
Rhode Island
$7.02M 37,937 -39 -0.1%
PFS
24
Prospera Financial Services
Texas
$6.92M 37,121 -267 -0.7%
RJA
25
Raymond James & Associates
Florida
$6.76M 36,225 +8,176 +29%
1
2 3 4 5