iShares US Consumer Focused ETF
IEDI
11 hedge funds and large institutions have $2.89M invested in iShares US Consumer Focused ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 3 closing their positions.
15% less funds holding
Funds holding: 13 → 11 (-2)
21.68% less ownership
Funds ownership: 44.64% → 22.96% (-22%)
59% less capital invested
Capital invested by funds: $7M → $2.89M (-$4.12M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
86% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$40.5K |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$3.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CX Institutional
Auburn,
Indiana
|
-$1.69M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$1.63M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$530K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$394K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$70.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
1
Tower Research Capital (TRC)
New York
| $1.03M | -$394K | -10,647 | -27% |
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $567K | -$45.2K | -1,221 | -7% |
|
|
HAS
3
HBW Advisory Services
Simi Valley,
California
| $563K | +$40.5K | +1,092 | +7% |
|
|
CI
4
CX Institutional
Auburn,
Indiana
| $345K | -$1.69M | -45,504 | -83% |
|
|
IF
5
Ironwood Financial
Tucson,
Arizona
| $291K | -$2.78K | -75 | -0.9% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $63K | -$17.4K | -470 | -21% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $10K | – | – | – |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | -$2.41K | -65 | -32% |
|
|
MCC
9
Money Concepts Capital
Palm Beach Gardens,
Florida
| $3.6K | +$3.7K | +100 | New |
|
|
SIC
10
SJS Investment Consulting
Sylvania,
Ohio
| $2.19K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $360 | -$70.6K | -1,906 | -99% |
|
|
12
Truist Financial
Charlotte,
North Carolina
| – | -$1.63M | -46,628 | Closed |
|
|
13
Citadel Advisors
Miami,
Florida
| – | -$530K | -15,198 | Closed |
|
14
Wells Fargo
San Francisco,
California
| – | -$37 | -1 | Closed |
|
IEDI Hedge Fund Activity: Q4 2022 in Review
11 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Focused ETF (IEDI) for Q4 2022, worth a combined $2.89M — down 59% from $7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of IEDI and 1 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 1 added.
The largest buyer was HBW Advisory Services, adding an estimated $40.5K. The largest seller was CX Institutional, cutting an estimated $1.69M.
- 11 institutional investors held iShares US Consumer Focused ETF (IEDI) as of Q4 2022, down from 13 in Q3 2022.
- Funds reported $2.89M of iShares US Consumer Focused ETF stock for Q4 2022, down 59% quarter-over-quarter.
- 1 fund opened new iShares US Consumer Focused ETF positions in Q4 2022 and 3 closed out, a net change of -2 holders.
- The largest iShares US Consumer Focused ETF buyer in Q4 2022 was HBW Advisory Services, an estimated $40.5K added.
- The largest iShares US Consumer Focused ETF seller in Q4 2022 was CX Institutional, an estimated $1.69M sold.
Based on aggregated 13F filings for Q4 2022.