iShares U.S. Consumer Staples

IYK • ARCA

iShares U.S. Consumer Staples is an exchange-traded fund on ARCA. As of Q3 2025, 251 institutional investors hold shares in this ETF, with total holdings valued at $709.2M. Green Harvest Asset Management LLC is the largest holder with a position valued at $107.8M.

Overview

Overview of institutional ownership in IYK as of Q3 2025

All Institutions

Institutions: 251
Value Held: $709.2M
Shares Held: 10.4M
Avg Position: $2.8M
Median Position: $321.4K

Hedge Funds

Hedge Funds: 6
Value Held: $6.4M
Shares Held: 94.1K
Avg Position: $1.1M
Median Position: $1.1M

Biggest Investors

Institutions with the largest positions in IYK as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Green Harvest Asset Management LLC Long Only Manager	Stuart Sherman Parker CEO	$107.8M 1.65% of portfolio	1.6M shares	Q4 2022 Held for 2y 11m	$6.5B
L LPL Financial LLC Institution	-	$59.0M 0.02% of portfolio	863.2K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$42.1M 0.00% of portfolio	615.1K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$39.5M 0.00% of portfolio	577.9K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$38.1M 0.01% of portfolio	557.6K shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$36.6M 0.02% of portfolio	535.9K shares	Q1 2015 Held for 10y 8m	$149.83B
UBS Group AG Institution	Sergio P. Ermotti CEO	$34.3M 0.01% of portfolio	501.8K shares	Q4 2014 Held for 10y 11m	$511.54B
Steward Partners Investment Advisory, LLC RIA/Wealth	Jeani Theresa Winterbourne President	$33.2M 0.19% of portfolio	485.7K shares	Q1 2017 Held for 8y 8m	$17.4B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$20.0M 0.06% of portfolio	292.5K shares	Q1 2015 Held for 10y 8m	$33.5B
R ROYAL BANK OF CANADA Institution	-	$19.6M 0.00% of portfolio	286.6K shares	≤ Q2 2013 Held for 12y 5m+	$542.04B

Net Capital Flow

Institutional buying and selling activity for IYK in Q3 2025

Traded: −$11.0M
Buyers: 105
Sellers: 112
Total Bought: +$92.2M
Total Sold: −$103.3M
Avg Position: $2.6M

Biggest Buyers

Institution	Net Bought	Current Position
Steward Partners Investment Advisory, LLC RIA/Wealth	+$28.9M +421.9K shares	$33.2M 485.7K shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$13.6M +199.4K shares	$17.1M 249.4K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	+$13.1M +192.1K shares	$17.8M 260.7K shares
A Advisor Group Holdings, Inc. Institution	+$4.1M +59.1K shares	$13.5M 196.3K shares
Advisors Capital Management, LLC RIA/Wealth	+$3.4M +50.2K shares	$3.4M 50.2K shares
Q Quadrature Capital Ltd Institution	+$3.3M +48.4K shares	$3.3M 48.4K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$3.1M +44.7K shares	$3.6M 52.6K shares
Cetera Investment Advisers RIA/Wealth	+$2.4M +35.7K shares	$14.2M 207.9K shares
UBS Group AG Institution	+$2.3M +34.0K shares	$34.3M 501.8K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$1.9M +27.4K shares	$1.9M 27.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
BANK OF AMERICA CORP /DE/ Institution	−$26.2M −383.8K shares	$39.5M 577.9K shares
Wright Fund Managment, LLC Long Only Manager	−$19.3M −269.5K shares	Sold Off 0 shares
AMERIPRISE FINANCIAL INC Institution	−$11.4M −166.6K shares	$38.1M 557.6K shares
R ROYAL BANK OF CANADA Institution	−$10.6M −155.1K shares	$19.6M 286.6K shares
WELLS FARGO & COMPANY/MN Institution	−$4.6M −67.6K shares	$15.1M 220.3K shares
L LPL Financial LLC Institution	−$3.9M −56.8K shares	$59.0M 863.2K shares
MORGAN STANLEY RIA/Wealth	−$2.3M −33.9K shares	$42.1M 615.1K shares
Goss Wealth Management LLC RIA/Wealth	−$1.9M −28.3K shares	$3.1M 45.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.8M −25.7K shares	$1.7M 24.7K shares
E EWG Elevate Inc. Institution	−$1.8M −24.9K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IYK in Q3 2025

New Positions: 12
New Value: $6.6M
Exited Positions: 25
Exited Value: $29.1M

New Positions

Institution	Position Value
Advisors Capital Management, LLC RIA/Wealth	$3.4M 50.2K shares
Loup Funds, LLC Hedge Fund•Sector	$1.8M 26.1K shares
Signal Advisors Wealth, LLC RIA/Wealth	$344.4K 5.0K shares
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	$259.7K 3.8K shares
Fundamentun, LLC RIA/Wealth	$242.8K 3.5K shares
A American Trust Institution	$212.8K 3.1K shares
Activest Wealth Management RIA/Wealth	$194.9K 2.9K shares
Sontag Advisory, LLC RIA/Wealth	$82.5K 1.2K shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$42.9K 627.0 shares
R Rossby Financial, LCC RIA/Wealth	$14.5K 212.0 shares

Exited Positions

Institution	Previous Position
Wright Fund Managment, LLC Long Only Manager	$19.3M 269.5K shares
E EWG Elevate Inc. Institution	$1.8M 24.9K shares
Wakefield Asset Management LLLP RIA/Wealth	$1.5M 21.1K shares
Smartleaf Asset Management LLC Long Only Manager	$791.7K 11.3K shares
Marshall Wace LLP Institution	$605.2K 8.6K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$577.9K 8.2K shares
V Virtue Capital Management, LLC RIA/Wealth	$475.7K 6.8K shares
Focus Financial Network, Inc. RIA/Wealth	$460.1K 6.5K shares
Sunbelt Securities, Inc. RIA/Wealth	$411.4K 6.3K shares
Pensionmark Financial Group, LLC Pension/Endowment	$368.8K 5.2K shares

Options Activity

Institutions with the largest Call and Put options positions in IYK as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IYK as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
SFI Advisors, LLC RIA/Wealth	Stephen Gaetano Vicinelli President	2.79% $4.2M	61.7K shares	Q1 2023 Held for 2y 8m	$151.2M
Green Harvest Asset Management LLC Long Only Manager	Stuart Sherman Parker CEO	1.65% $107.8M	1.6M shares	Q4 2022 Held for 2y 11m	$6.5B
F First Citizens Financial Corp Institution	-	1.34% $2.7M	39.6K shares	Q2 2023 Held for 2y 5m	$202.3M
PENOBSCOT WEALTH MANAGEMENT RIA/Wealth	Craig Arthur Joncas CEO	0.87% $2.7M	39.4K shares	Q1 2022 Held for 3y 8m	$311.6M
W WealthCare Investment Partners, LLC RIA/Wealth	Derek Domoon Doo Managing Partner	0.83% $2.6M	37.6K shares	Q2 2022 Held for 3y 5m	$308.2M
Comprehensive Wealth Management, LLC RIA/Wealth	Brian Joseph Lockett President	0.77% $1.1M	16.0K shares	Q1 2022 Held for 3y 8m	$141.0M
Loup Funds, LLC Hedge Fund•Sector	Charles Eugene Munster Managing Partner	0.75% $1.8M	26.1K shares	Q3 2025 Held for 2 months	$238.6M
W Wealthstar Advisors, LLC RIA/Wealth	Scott Alan Stockton Managing Partner	0.71% $1.8M	25.9K shares	Q1 2025 Held for 8 months	$249.5M
L Lakeshore Capital Group, Inc. RIA/Wealth	Brian Joseph Malizia President	0.62% $768.2K	11.2K shares	Q1 2025 Held for 8 months	$123.9M
P PARTNERS WEALTH MANAGEMENT, LLC Institution	-	0.57% $568.1K	8.3K shares	Q4 2024 Held for 11 months	$100.1M

Hedge Fund Spotlight

Discover hedge funds investing in IYK

Loup Funds, LLC

Hedge Fund • Sector

Portfolio ManagerCharles Eugene Munster

Portfolio Value: $238.6M
Positions: 30
Last Reported: Q3 2025

Sector Allocation

Position in iShares U.S. Consumer Staples

Market Value: $1.8M
Shares Held: 26.1K
Portfolio Weight: 0.75%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$14.3M	6.01%
2 Nu Holdings NU	Banks - Diversified Financial Services	$14.3M	5.98%
3 Vertiv Holdings Co VRT	Electrical Equipment & Parts Industrials	$14.2M	5.95%