iShares US Consumer Focused ETF
IEDI
12 hedge funds and large institutions have $3.22M invested in iShares US Consumer Focused ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 2 closing their positions.
57% more capital invested
Capital invested by funds: $2.06M → $3.22M (+$1.17M)
5.55% more ownership
Funds ownership: 15.26% → 20.81% (+5.6%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.16M |
| 2 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$28.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$18.7K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.1K |
| 5 |
IF
Ironwood Financial
Tucson,
Arizona
|
-$4.29K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $1.27M | +$1.16M | +28,785 | New |
|
|
GT
2
Glenview Trust
Louisville,
Kentucky
| $754K | +$691K | +17,082 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $649K | -$11.1K | -274 | -2% |
|
|
IF
4
Ironwood Financial
Tucson,
Arizona
| $315K | -$4.29K | -106 | -1% |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $147K | -$1M | -24,836 | -88% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $63.4K | -$28.7K | -710 | -33% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $8.21K | – | – | – |
|
|
LOIP
8
Live Oak Investment Partners
Austin,
Texas
| $4.95K | – | – | – |
|
|
FFA
9
Farther Finance Advisors
San Francisco,
California
| $3.62K | – | – | – |
|
|
SIC
10
SJS Investment Consulting
Sylvania,
Ohio
| $2.69K | – | – | – |
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | – | – | – |
|
|
EWP
12
Elevation Wealth Partners
Santa Rosa,
California
| $77 | – | – | – |
|
13
Wells Fargo
San Francisco,
California
| $38 | – | – | – |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$18.7K | -486 | Closed |
|
15
Morgan Stanley
New York
| – | -$529 | -13 | Closed |
|
IEDI Hedge Fund Activity: Q4 2023 in Review
12 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Focused ETF (IEDI) for Q4 2023, worth a combined $3.22M — up 57% from $2.06M a quarter earlier.
Fund positioning in IEDI was balanced in Q4 2023: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 4 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.16M. The largest seller was Tower Research Capital (TRC), cutting an estimated $1M.
- 12 institutional investors held iShares US Consumer Focused ETF (IEDI) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $3.22M of iShares US Consumer Focused ETF stock for Q4 2023, up 57% quarter-over-quarter.
- 2 funds opened new iShares US Consumer Focused ETF positions in Q4 2023 and 2 closed out, a net change of 0 holders.
- The largest iShares US Consumer Focused ETF buyer in Q4 2023 was Citadel Advisors, an estimated $1.16M added.
- The largest iShares US Consumer Focused ETF seller in Q4 2023 was Tower Research Capital (TRC), an estimated $1M sold.
Based on aggregated 13F filings for Q4 2023.