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iShares Global Consumer Staples ETF

148 hedge funds and large institutions have $1.07B invested in iShares Global Consumer Staples ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-6
Holders Change %
-3.9%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
35
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$49.6K
SS
102
Sunbelt Securities
Texas
$49.1K +$49.1K +799 New
BAM
103
Belpointe Asset Management
Nevada
$46K
CHA
104
Carmichael Hill & Associates
Maryland
$43.4K
VCM
105
Vigilant Capital Management
Maine
$40K +$5.58K +90 +16%
CWM
106
Compass Wealth Management
Connecticut
$38.4K
FFA
107
Farther Finance Advisors
California
$38.3K +$18.1K +292 +89%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$36K
GTAM
109
Global Trust Asset Management
Florida
$32.9K
PCMC
110
Private Capital Management (Colorado)
Colorado
$31.2K +$31.2K +503 New
AIM
111
Anchor Investment Management
South Carolina
$31K
GEA
112
Glen Eagle Advisors
New Jersey
$29.7K -$9.91K -160 -25%
OC
113
Oakworth Capital
Alabama
$24.8K
CSPIA
114
Cary Street Partners Investment Advisory
Virginia
$24.2K
HCM
115
Highlander Capital Management
New Jersey
$22K
TWM
116
Tradition Wealth Management
Minnesota
$20K
NSIM
117
North Star Investment Management
Illinois
$18.3K
S
118
SignatureFD
Georgia
$18K -$681 -11 -4%
WWM
119
Wolff Wiese Magana
California
$17.1K
William Blair & Company
120
William Blair & Company
Illinois
$14.2K +$6.51K +105 +85%
ASN
121
Advisory Services Network
Georgia
$12.9K
IA
122
IFP Advisors
Florida
$12.8K
RA
123
Rise Advisors
New York
$12.7K
SWM
124
Spire Wealth Management
Virginia
$12.4K
WT
125
Whittier Trust
California
$12.4K