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iShares US Consumer Staples ETF
IYK

Overview Fund Activity

240 hedge funds and large institutions have $741M invested in iShares US Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 51 increasing their positions, 89 reducing their positions, and 40 closing their positions.

Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
48
Increased
51
Reduced
89
Closed
40
Calls
$556K
Puts
–
Net Calls
+$556K
Net Calls Change
+$556K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$136M
2
CW
2
Connectus Wealth
Ohio
$7.66M
3
4WM
3
49 Wealth Management
Texas
$6.88M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.83M
5
PS
5
Principal Securities
Iowa
$2.67M

Top Sellers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$33.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.7M
3
Bank of America
3
Bank of America
North Carolina
$40.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$844K
5
UBS Group
5
UBS Group
Switzerland
$31.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$136M 708,276 +300,617 +74%
PCH
2
PGIM Custom Harvest
New Jersey
$94.5M 492,963 -18,861 -4%
LPL Financial
3
LPL Financial
California
$51.9M 270,494 +10,079 +4%
Bank of America
4
Bank of America
North Carolina
$40.7M 212,375 -77,862 -27%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$34.5M 179,928 -15,587 -8%
GBWM
6
Granite Bay Wealth Management
New Hampshire
$33.8M 183,398 -321,155 -64%
UBS Group
7
UBS Group
Switzerland
$31.5M 164,110 -56,201 -26%
Wells Fargo
8
Wells Fargo
California
$23.7M 123,660 -42,977 -26%
Ameriprise
9
Ameriprise
Minnesota
$22M 115,113 -11,826 -9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$14M 73,133 -28,202 -28%
Goldman Sachs
11
Goldman Sachs
New York
$13.6M 70,706 -17,403 -20%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.2M 69,099 -810 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$11M 57,493 -35,340 -38%
Osaic Holdings
14
Osaic Holdings
Arizona
$10.7M 55,737 -97,576 -64%
Citadel Advisors
15
Citadel Advisors
Florida
$8.83M 46,051 +21,893 +91%
BA
16
Bellwether Advisors
Nebraska
$7.7M 40,178 -26,771 -40%
CW
17
Connectus Wealth
Ohio
$7.66M 39,835 +39,835 New
CIBC World Market
18
CIBC World Market
Ontario, Canada
$7.05M 36,761 +1,580 +4%
4WM
19
49 Wealth Management
Texas
$6.88M 35,878 +35,878 New
WIP
20
WealthCare Investment Partners
Rhode Island
$6.73M 34,700 -3,237 -9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$6.33M 33,019 -8,822 -21%
CAN
22
Cetera Advisor Networks
California
$5.53M 28,870 +5,750 +25%
MML Investors Services
23
MML Investors Services
Massachusetts
$5.11M 26,648 -4,267 -14%
FIM
24
Fernwood Investment Management
Massachusetts
$5.04M 26,282 -145 -0.5%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$4.66M 24,327 -14,618 -38%
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