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iShares US Consumer Staples ETF

290 hedge funds and large institutions have $1.03B invested in iShares US Consumer Staples ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more capital invested

Capital invested by funds: $602M → $1.03B (+$428M)

32.65% more ownership

Funds ownership: 51.31%83.96% (+33%)

8% more funds holding

Funds holding: 269290 (+21)

21% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 99

Holders
290
Holders Change
+21
Holders Change %
+7.81%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
78
Reduced
99
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Dynasty Wealth Management
Florida
$149M +$153M +2,128,826 New
JP Morgan Chase
2
JP Morgan Chase
New York
$79.3M +$78.2M +1,087,968 +2,393%
OCA
3
OpenArc Corporate Advisory
Georgia
$69.3M +$71.2M +989,925 New
SWP
4
Sagespring Wealth Partners
Tennessee
$63.1M +$64.7M +900,649 New
LPL Financial
5
LPL Financial
California
$60.2M -$6.18M -85,967 -9%
Morgan Stanley
6
Morgan Stanley
New York
$48.2M +$1.33M +18,463 +3%
Ameriprise
7
Ameriprise
Minnesota
$41M +$30.4M +422,918 +261%
Bank of America
8
Bank of America
North Carolina
$40.5M -$1.39M -19,358 -3%
SPIA
9
Steward Partners Investment Advisory
New York
$38.9M +$1.26M +17,556 +3%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$32.7M -$4.65M -64,678 -12%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$28.1M +$21.7M +301,511 +303%
UBS Group
12
UBS Group
Switzerland
$26.3M -$7M -97,409 -21%
PCH
13
PGIM Custom Harvest
New Jersey
$22.3M -$2.07M -28,848 -8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$21.9M +$2.59M +35,963 +13%
Goldman Sachs
15
Goldman Sachs
New York
$18M -$1.95M -27,131 -10%
Raymond James Financial
16
Raymond James Financial
Florida
$17.9M -$2.71M -37,726 -13%
Wells Fargo
17
Wells Fargo
California
$17.8M +$2.2M +30,626 +14%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$15M +$211K +2,935 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$12.7M -$482K -6,704 -4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$12.3M -$9.19M -127,883 -42%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$9.9M +$7.14M +99,307 +236%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$9.24M +$380K +5,281 +4%
KCFA
23
Key Client Fiduciary Advisors
New Jersey
$8.86M +$8.78M +122,182 +2,817%
MOS
24
MGO One Seven
Ohio
$7.28M +$465K +6,464 +7%
WP
25
WealthSpring Partners
California
$6.91M +$104K +1,453 +1%