iShares US Consumer Focused ETF
IEDI
12 hedge funds and large institutions have $2.06M invested in iShares US Consumer Focused ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
9% more funds holding
Funds holding: 11 → 12 (+1)
5.81% less ownership
Funds ownership: 21.07% → 15.26% (-5.8%)
31% less capital invested
Capital invested by funds: $2.98M → $2.06M (-$921K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$101K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$10.8K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$7.53K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$607 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$711K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$235K |
| 3 |
IF
Ironwood Financial
Tucson,
Arizona
|
-$8.62K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
1
Tower Research Capital (TRC)
New York
| $1.08M | -$235K | -5,799 | -17% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $575K | +$101K | +2,500 | +20% |
|
|
IF
3
Ironwood Financial
Tucson,
Arizona
| $278K | -$8.62K | -213 | -3% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $82.4K | +$12.5K | +310 | +17% |
|
|
5
UBS Group
Zurich,
Switzerland
| $18.7K | +$10.8K | +267 | +122% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $7.14K | +$7.53K | +186 | New |
|
|
LOIP
7
Live Oak Investment Partners
Austin,
Texas
| $4.03K | – | – | – |
|
|
FFA
8
Farther Finance Advisors
San Francisco,
California
| $3.15K | +$607 | +15 | +22% |
|
|
SIC
9
SJS Investment Consulting
Sylvania,
Ohio
| $2.34K | – | – | – |
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | – | – | – |
|
11
Morgan Stanley
New York
| $529 | +$526 | +13 | New |
|
|
EWP
12
Elevation Wealth Partners
Santa Rosa,
California
| $77 | – | – | – |
|
13
Wells Fargo
San Francisco,
California
| $30 | – | – | – |
|
|
HAS
14
HBW Advisory Services
Simi Valley,
California
| – | -$711K | -17,616 | Closed |
|
IEDI Hedge Fund Activity: Q3 2023 in Review
12 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Focused ETF (IEDI) for Q3 2023, worth a combined $2.06M — down 31% from $2.98M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IEDI positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $101K. The largest seller was HBW Advisory Services, exiting entirely with an estimated $711K sold.
- 12 institutional investors held iShares US Consumer Focused ETF (IEDI) as of Q3 2023, up from 11 in Q2 2023.
- Funds reported $2.06M of iShares US Consumer Focused ETF stock for Q3 2023, down 31% quarter-over-quarter.
- 2 funds opened new iShares US Consumer Focused ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest iShares US Consumer Focused ETF buyer in Q3 2023 was Susquehanna International Group, an estimated $101K added.
- The largest iShares US Consumer Focused ETF seller in Q3 2023 was HBW Advisory Services, an estimated $711K sold.
Based on aggregated 13F filings for Q3 2023.