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iShares Global Consumer Staples ETF

137 hedge funds and large institutions have $564M invested in iShares Global Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
28
Reduced
52
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CVA
76
Central Valley Advisors
California
$222K +$222K +3,634 New
KAS
77
Kestra Advisory Services
Texas
$215K +$2.08K +34 +1%
SL
78
Salomon & Ludwin
Virginia
$209K +$200K +3,273 +2,125%
PP
79
Patron Partners
Texas
$206K -$13.3K -218 -6%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$204K +$54.6K +895 +37%
MCM
81
MAI Capital Management
Ohio
$201K -$33.4K -548 -14%
FRA
82
Front Row Advisors
California
$171K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$147K +$74.6K +1,223 +103%
MCM
84
Manchester Capital Management
Vermont
$131K
SPIA
85
Steward Partners Investment Advisory
New York
$130K
MAWCM
86
Mine & Arao Wealth Creation & Management
California
$129K -$9.95K -163 -7%
WIA
87
Wetzel Investment Advisors
Indiana
$116K +$3.64K +62 +3%
BWM
88
BigSur Wealth Management
Florida
$97.6K
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$94.5K
AIM
90
Anchor Investment Management
South Carolina
$89.4K
WA
91
Waverly Advisors
Alabama
$72.5K +$72.5K +1,188 New
GWM
92
Geneos Wealth Management
Colorado
$66.4K -$4.82K -79 -7%
AF
93
Allworth Financial
California
$60.5K
ACA
94
Aptus Capital Advisors
Alabama
$56.6K +$16.1K +264 +40%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$53.1K
CJ
96
Caitlin John
Michigan
$50.8K
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$49.6K -$23.2K -374 -32%
VWM
98
Venturi Wealth Management
Texas
$42.9K
GEA
99
Glen Eagle Advisors
New Jersey
$42.7K
CHA
100
Carmichael Hill & Associates
Maryland
$42.7K