ISHARES US CONSUMER STAPLES (IYK) Institutional Ownership Changes & 13F Activity

ISHARES US CONSUMER STAPLES (IYK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Pgim Custom Harvest Llc, Raymond James Financial Inc, Royal Bank Of Canada, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Boston Research & Management IncBuy+10,500—10,500$702.66KQ4 2025Aug 27, 2026
Peak Planning Group, LlcSell-66,519-100.0%0$0.00Q4 2025May 26, 2026
Independent Financial Group, LlcBuy+4+0.1%3,056$204.53KQ4 2025May 15, 2026
Pursuit Wealth Strategies, LlcBuy+1,490—1,490$99.70KQ4 2025Apr 24, 2026
BaybanBuy+1,750—1,750$117.11KQ4 2025Mar 05, 2026
Targeted Financial Services LlcBuy+8,275—8,275$553.76KQ4 2025Mar 03, 2026
Stone Wealth PartnersBuy+9,080—9,080$607.63KQ4 2025Feb 24, 2026
Corient Private Wealth LlcBuy+13,535—13,535$905.81KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+294,001—294,001$19.67MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+45,283—45,283$3.03MQ4 2025Feb 18, 2026
Adams Wealth ManagementBuy+16,279—16,279$1.09MQ4 2025Feb 18, 2026
Cachetech Inc.Buy+16,279—16,279$1.09MQ4 2025Feb 18, 2026
Coastal Bridge Advisors, LlcBuy+8,112—8,112$542.86KQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+3,218—3,218$215.35KQ4 2025Feb 18, 2026
Caitlin John, LlcBuy+891—891$59.63KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+597,433—597,433$39.98MQ4 2025Feb 17, 2026
Pgim Custom Harvest LlcBuy+347,875—347,875$23.28MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+276,479—276,479$18.50MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+267,854—267,854$17.92MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+211,172—211,172$14.13MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+188,196—188,196$12.60MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+162,097—162,097$10.85MQ4 2025Feb 17, 2026
Zurich Insurance Group Ltd/FiBuy+111,100—111,100$7.48MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+54,291—54,291$3.63MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+46,563—46,563$3.12MQ4 2025Feb 17, 2026
B. Riley Wealth Advisors, Inc.Buy+21,722—21,722$1.45MQ4 2025Feb 17, 2026
Qube Research & Technologies LtdBuy+19,579—19,579$1.31MQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+16,805—16,805$1.12MQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+15,951—15,951$1.07MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+13,041—13,041$872.70KQ4 2025Feb 17, 2026
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Frequently asked questions about IYK activity

  • Which institutional owners are buying IYK?

    Institutional owners buying IYK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IYK activity?

    "Buy" means an investor increased their reported position in IYK compared to the prior reporting period. This reflects growing exposure to ISHARES US CONSUMER STAPLES (IYK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IYK increasing?

    Institutional interest in IYK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.