iShares US Consumer Focused ETF
IEDI
11 hedge funds and large institutions have $2.98M invested in iShares US Consumer Focused ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
2% more capital invested
Capital invested by funds: $2.93M → $2.98M (+$46K)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
1.1% less ownership
Funds ownership: 22.17% → 21.07% (-1.1%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$45.7K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$38.8K |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$1.04K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$38 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$155K |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$25.6K |
| 3 |
IF
Ironwood Financial
Tucson,
Arizona
|
-$25.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$16.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
1
Tower Research Capital (TRC)
New York
| $1.37M | -$155K | -4,035 | -11% |
|
|
HAS
2
HBW Advisory Services
Simi Valley,
California
| $711K | +$45.7K | +1,188 | +7% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $504K | +$38.8K | +1,009 | +9% |
|
|
IF
4
Ironwood Financial
Tucson,
Arizona
| $301K | -$25.2K | -654 | -8% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $74.1K | -$11.5K | -300 | -14% |
|
|
6
UBS Group
Zurich,
Switzerland
| $8.84K | -$16.1K | -417 | -66% |
|
|
FFA
7
Farther Finance Advisors
San Francisco,
California
| $2.7K | +$1.04K | +27 | +68% |
|
|
SIC
8
SJS Investment Consulting
Sylvania,
Ohio
| $2.46K | – | – | – |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | – | – | – |
|
|
EWP
10
Elevation Wealth Partners
Santa Rosa,
California
| $81 | – | – | – |
|
|
11
Wells Fargo
San Francisco,
California
| $32 | +$38 | +1 | New |
|
|
AAS
12
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$25.6K | -661 | Closed |
|
IEDI Hedge Fund Activity: Q2 2023 in Review
11 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Focused ETF (IEDI) for Q2 2023, worth a combined $2.98M — up 1.6% from $2.93M a quarter earlier.
Fund positioning in IEDI was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was HBW Advisory Services, adding an estimated $45.7K. The largest seller was Tower Research Capital (TRC), cutting an estimated $155K.
- 11 institutional investors held iShares US Consumer Focused ETF (IEDI) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $2.98M of iShares US Consumer Focused ETF stock for Q2 2023, up 1.6% quarter-over-quarter.
- 1 fund opened new iShares US Consumer Focused ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest iShares US Consumer Focused ETF buyer in Q2 2023 was HBW Advisory Services, an estimated $45.7K added.
- The largest iShares US Consumer Focused ETF seller in Q2 2023 was Tower Research Capital (TRC), an estimated $155K sold.
Based on aggregated 13F filings for Q2 2023.