iShares US Consumer Staples ETF
240 hedge funds and large institutions have $640M invested in iShares US Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 52 increasing their positions, 88 reducing their positions, and 40 closing their positions.
20% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 40
2% more funds holding
Funds holding: 235 → 240 (+5)
16% less ownership
Funds ownership: 165.2% → 149.19% (-16%)
18% less capital invested
Capital invested by funds: $777M → $640M (-$137M)
41% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 88
75% less funds holding in top 10
Funds holding in top 10: 8 → 2 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$7.43M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.09M |
| 3 |
WC
Waterloo Capital
Austin,
Texas
|
+$2.27M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.88M |
| 5 |
WAM
Wakefield Asset Management
Englewood,
Colorado
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$14.5M |
| 3 |
Two Sigma Investments
New York
|
-$12.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$10.5M |
| 5 |
Morgan Stanley
New York
|
-$9.99M |
IYK Hedge Fund Activity: Q4 2023 in Review
240 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q4 2023, worth a combined $640M — down 18% from $777M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new IYK positions and 40 closed out — a net gain of 8 holders — while 52 added to existing stakes and 88 trimmed.
The largest buyer was Connectus Wealth, opening a new position worth an estimated $7.43M. The largest seller was Osaic Holdings, cutting an estimated $18.2M.
- 240 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q4 2023, up from 235 in Q3 2023.
- Funds reported $640M of iShares US Consumer Staples ETF stock for Q4 2023, down 18% quarter-over-quarter.
- 48 funds opened new iShares US Consumer Staples ETF positions in Q4 2023 and 40 closed out, a net change of +8 holders.
- The largest iShares US Consumer Staples ETF buyer in Q4 2023 was Connectus Wealth, an estimated $7.43M added.
- The largest iShares US Consumer Staples ETF seller in Q4 2023 was Osaic Holdings, an estimated $18.2M sold.
Based on aggregated 13F filings for Q4 2023.