Who owns iShares U.S. Consumer Staples ETF (IYK)
Which tracked institutional funds hold IYK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
29 tracked funds added or opened IYK while 36 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IYK’s largest tracked holder by dollar value, Dynasty Wealth Management, LLC, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IYK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 272 tracked filers holding IYK, 113 increased or opened the position and 141 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IYK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- R2 Capital Strategies, LLC$2M
Full exits 15
- Cambridge Investment Research Advisors, Inc.$12M
- LITTLEJOHN FINANCIAL SERVICES, INC.$3M
- Thrivent Financial for Lutherans$3M
- JANE STREET GROUP, LLC$2M
- RENAISSANCE TECHNOLOGIES LLC$2M
- Qube Research & Technologies Ltd$2M
Largest adds
- STIFEL FINANCIAL CORP$7M
- Zurich Insurance Group Ltd/FI$3M
- PRINCIPAL SECURITIES, INC.$3M
- NewEdge Advisors, LLC$3M
- OSAIC HOLDINGS, INC.$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
Largest trims
- AMERIPRISE FINANCIAL INC$27M
- Steward Partners Investment Advisory, LLC$23M
- Dynasty Wealth Management, LLC$23M
- OpenArc Corporate Advisory, LLC$14M
- BNP PARIBAS FINANCIAL MARKETS$10M
- JPMORGAN CHASE & CO$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC trimmed | 1,740,483 | $126M | 14.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 989,730 | $73M | 8.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 819,267 | $60M | 6.8% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 779,206 | $57M | 6.5% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC trimmed | 757,167 | $55M | 6.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 684,765 | $50M | 5.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 559,882 | $41M | 4.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 472,865 | $34M | 3.9% | 2026-Q2 |
| UBS Group AG trimmed | 365,210 | $27M | 3.0% | 2026-Q2 |
| PGIM Custom Harvest LLC trimmed | 308,545 | $22M | 2.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 270,687 | $20M | 2.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 251,360 | $18M | 2.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 242,439 | $18M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 217,097 | $16M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 216,398 | $16M | 1.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 214,283 | $16M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 211,879 | $15M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 205,812 | $15M | 1.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 186,826 | $14M | 1.6% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 141,612 | $10M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 136,573 | $10M | 1.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 118,324 | $9M | 1.0% | 2026-Q2 |
| Key Client Fiduciary Advisors, LLC trimmed | 117,020 | $9M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 113,672 | $8M | 0.9% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI added | 102,650 | $7M | 0.9% | 2026-Q2 |
| WealthSpring Partners, LLC added | 100,371 | $7M | 0.8% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 94,306 | $7M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 79,192 | $6M | 0.7% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 66,583 | $5M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 65,416 | $5M | 0.6% | 2026-Q2 |
| Aspen Wealth Strategies, LLC added | 50,014 | $4M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 45,524 | $3M | 0.4% | 2026-Q2 |
| Centerline Wealth Advisors, LLC trimmed | 45,380 | $3M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 40,168 | $3M | 0.3% | 2026-Q2 |
| First Citizens Financial Corp trimmed | 38,154 | $3M | 0.3% | 2026-Q2 |
| Conservest Capital Advisors, Inc. trimmed | 36,530 | $3M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 35,943 | $3M | 0.3% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 34,829 | $3M | 0.3% | 2026-Q2 |
| Storen Legacy Partners, LLC trimmed | 33,833 | $2M | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 33,193 | $2M | 0.3% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC added | 30,180 | $2M | 0.3% | 2026-Q2 |
| Consolidated Investment Group LLC | 27,900 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,163 | $2M | 0.2% | 2026-Q2 |
| WealthCare Investment Partners, LLC trimmed | 26,361 | $2M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 26,277 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 25,805 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 25,339 | $2M | 0.2% | 2026-Q2 |
| Matthew Goff Investment Advisor, LLC trimmed | 25,060 | $2M | 0.2% | 2026-Q2 |
| PENOBSCOT WEALTH MANAGEMENT added | 24,153 | $2M | 0.2% | 2026-Q2 |
| SFI Advisors, LLC trimmed | 23,834 | $2M | 0.2% | 2026-Q2 |
| Wall Street Financial Group, Inc. added | 23,124 | $2M | 0.2% | 2026-Q2 |
| R2 Capital Strategies, LLC new | 22,427 | $2M | 0.2% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 22,386 | $2M | 0.2% | 2026-Q2 |
| Hilltop Holdings Inc. added | 21,142 | $2M | 0.2% | 2026-Q2 |
| S&A Financial Services, Inc. trimmed | 20,173 | $1M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 19,334 | $1M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 19,159 | $1M | 0.2% | 2026-Q2 |
| Comprehensive Wealth Management, LLC added | 19,071 | $1M | 0.2% | 2026-Q2 |
| Waterloo Capital, L.P. added | 18,727 | $1M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 18,463 | $1M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 18,185 | $1M | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 18,168 | $1M | 0.2% | 2026-Q2 |
| Sovran Advisors, LLC added | 17,511 | $1M | 0.2% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 16,895 | $1M | 0.1% | 2026-Q2 |
| LIBERTY WEALTH MANAGEMENT LLC | 15,766 | $1M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 15,234 | $1M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 14,719 | $1M | 0.1% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC trimmed | 14,709 | $1M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 14,320 | $1M | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 14,268 | $1M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 14,103 | $1M | 0.1% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC trimmed | 13,728 | $997K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 13,707 | $996K | 0.1% | 2026-Q2 |
| Counterweight Ventures, LLC trimmed | 13,313 | $967K | 0.1% | 2026-Q2 |
| Asset One Wealth Management LLC added | 13,267 | $970K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 13,218 | $960K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 13,143 | $955K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 12,568 | $913K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 12,298 | $894K | 0.1% | 2026-Q2 |
| NTV Asset Management LLC trimmed | 11,975 | $870K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 11,817 | $859K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 11,794 | $857K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 11,579 | $841K | 0.1% | 2026-Q2 |
| Simmons Bank trimmed | 11,457 | $832K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 11,424 | $830K | 0.1% | 2026-Q2 |
| Stone Wealth Partners trimmed | 11,248 | $817K | 0.1% | 2026-Q2 |
| Lakeshore Capital Group, Inc. trimmed | 11,112 | $807K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 10,770 | $783K | 0.1% | 2026-Q2 |
| Stillwater Capital Advisors, LLC trimmed | 10,607 | $771K | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 10,561 | $767K | 0.1% | 2026-Q2 |
| Essex LLC trimmed | 10,484 | $762K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 10,319 | $750K | 0.1% | 2026-Q2 |
| Adams Wealth Management trimmed | 9,759 | $709K | 0.1% | 2026-Q2 |
| CacheTech Inc. trimmed | 9,759 | $709K | 0.1% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 9,756 | $709K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 9,728 | $707K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 9,462 | $688K | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 9,036 | $657K | 0.1% | 2026-Q2 |
| BCS Wealth Management | 9,000 | $654K | 0.1% | 2026-Q2 |
| PARTNERS WEALTH MANAGEMENT, LLC added | 8,892 | $646K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.