iShares US Consumer Focused ETF
IEDI
13 hedge funds and large institutions have $7M invested in iShares US Consumer Focused ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 0 closing their positions.
30% more funds holding
Funds holding: 10 → 13 (+3)
14% more capital invested
Capital invested by funds: $6.14M → $7M (+$862K)
5.33% more ownership
Funds ownership: 39.31% → 44.64% (+5.3%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CX Institutional
Auburn,
Indiana
|
+$2.11M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$223K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$69K |
| 4 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$3.14K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.18M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$300K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.07K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$6.54K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
1
CX Institutional
Auburn,
Indiana
| $1.92M | +$2.11M | +55,100 | New |
|
|
2
Truist Financial
Charlotte,
North Carolina
| $1.63M | -$6.54K | -171 | -0.4% |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $1.38M | -$1.18M | -30,740 | -44% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $593K | +$223K | +5,836 | +52% |
|
|
5
Citadel Advisors
Miami,
Florida
| $530K | -$300K | -7,854 | -34% |
|
|
HAS
6
HBW Advisory Services
Simi Valley,
California
| $508K | +$3.14K | +82 | +0.6% |
|
|
IF
7
Ironwood Financial
Tucson,
Arizona
| $285K | – | – | – |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $76K | -$8.07K | -211 | -9% |
|
|
9
UBS Group
Zurich,
Switzerland
| $67K | +$69K | +1,803 | +1,596% |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $10K | – | – | – |
|
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $7K | +$2.49K | +65 | +47% |
|
|
SIC
12
SJS Investment Consulting
Sylvania,
Ohio
| $2K | +$2.33K | +61 | New |
|
13
Wells Fargo
San Francisco,
California
| – | +$38 | +1 | New |
|
IEDI Hedge Fund Activity: Q3 2022 in Review
13 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Focused ETF (IEDI) for Q3 2022, worth a combined $7M — up 14% from $6.14M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IEDI positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was CX Institutional, opening a new position worth an estimated $2.11M. The largest seller was Tower Research Capital (TRC), cutting an estimated $1.18M.
- 13 institutional investors held iShares US Consumer Focused ETF (IEDI) as of Q3 2022, up from 10 in Q2 2022.
- Funds reported $7M of iShares US Consumer Focused ETF stock for Q3 2022, up 14% quarter-over-quarter.
- 3 funds opened new iShares US Consumer Focused ETF positions in Q3 2022 and 0 closed out, a net change of +3 holders.
- The largest iShares US Consumer Focused ETF buyer in Q3 2022 was CX Institutional, an estimated $2.11M added.
- The largest iShares US Consumer Focused ETF seller in Q3 2022 was Tower Research Capital (TRC), an estimated $1.18M sold.
Based on aggregated 13F filings for Q3 2022.