iShares US Consumer Staples ETF
IYK
230 hedge funds and large institutions have $687M invested in iShares US Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 28 closing their positions.
7% more capital invested
Capital invested by funds: $640M → $687M (+$46.6M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 240 → 230 (-10)
25% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 28
26% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 87
98.07% less ownership
Funds ownership: 149.19% → 51.12% (-98%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$44.5M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.19M |
| 3 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
+$4.25M |
| 4 |
GWA
GGM Wealth Advisors
Baltimore,
Maryland
|
+$3.82M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$7.74M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$7.66M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.54M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.59M |
IYK Hedge Fund Activity: Q1 2024 in Review
230 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Staples ETF (IYK) for Q1 2024, worth a combined $687M — up 7.3% from $640M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of IYK and 21 opened new positions — a net loss of 7 holders — while 87 trimmed existing stakes and 64 added.
The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $44.5M. The largest seller was Morgan Stanley, cutting an estimated $11.9M.
- 230 institutional investors held iShares US Consumer Staples ETF (IYK) as of Q1 2024, down from 240 in Q4 2023.
- Funds reported $687M of iShares US Consumer Staples ETF stock for Q1 2024, up 7.3% quarter-over-quarter.
- 21 funds opened new iShares US Consumer Staples ETF positions in Q1 2024 and 28 closed out, a net change of -7 holders.
- The largest iShares US Consumer Staples ETF buyer in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $44.5M added.
- The largest iShares US Consumer Staples ETF seller in Q1 2024 was Morgan Stanley, an estimated $11.9M sold.
Based on aggregated 13F filings for Q1 2024.