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iShares US Consumer Focused ETF
IEDI

2 hedge funds and large institutions have $3.75M invested in iShares US Consumer Focused ETF in 2018 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.48% more ownership

Funds ownership: 75.45% → 76.93% (+1.5%)

13% less capital invested

Capital invested by funds: $4.32M → $3.75M (-$565K)

33% less funds holding

Funds holding: 3 → 2 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$79.2K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$3.66M – – –
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$94K +$79.2K +3,009 +356%
Morgan Stanley
3
Morgan Stanley
New York
– -$2K -55 Closed

IEDI Hedge Fund Activity: Q4 2018 in Review

2 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Focused ETF (IEDI) for Q4 2018, worth a combined $3.75M — down 13% from $4.32M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of IEDI and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $79.2K. The largest seller was Morgan Stanley, exiting entirely with an estimated $2K sold.

  • 2 institutional investors held iShares US Consumer Focused ETF (IEDI) as of Q4 2018, down from 3 in Q3 2018.
  • Funds reported $3.75M of iShares US Consumer Focused ETF stock for Q4 2018, down 13% quarter-over-quarter.
  • 0 funds opened new iShares US Consumer Focused ETF positions in Q4 2018 and 1 closed out, a net change of -1 holder.
  • The largest iShares US Consumer Focused ETF buyer in Q4 2018 was Ladenburg Thalmann Financial Services, an estimated $79.2K added.
  • The largest iShares US Consumer Focused ETF seller in Q4 2018 was Morgan Stanley, an estimated $2K sold.

Based on aggregated 13F filings for Q4 2018.