We are live on ! Find out more
IEDI icon

iShares US Consumer Focused ETF
IEDI

12 hedge funds and large institutions have $3.42M invested in iShares US Consumer Focused ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.57% less ownership

Funds ownership: 20.17% → 14.61% (-5.6%)

14% less funds holding

Funds holding: 14 → 12 (-2)

23% less capital invested

Capital invested by funds: $4.43M → $3.42M (-$1.01M)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

Holders
12
Holders Change
-2
Holders Change %
-14.29%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$395K
2
Morgan Stanley
Morgan Stanley
New York
+$9.9K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$784K
2
FTUS
Flow Traders U.S.
New York
-$356K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$336K
4
JP Morgan Chase
JP Morgan Chase
New York
-$76.4K
5
UWS
Unique Wealth Strategies
Illinois
-$50.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
1
Unique Wealth Strategies
Illinois
$946K -$50.1K -1,018 -5%
Citadel Advisors
2
Citadel Advisors
Florida
$714K +$395K +8,025 +141%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$651K -$336K -6,827 -35%
TRCT
4
Tower Research Capital (TRC)
New York
$416K -$784K -15,927 -67%
IF
5
Ironwood Financial
Arizona
$368K -$837 -17 -0.2%
BRWA
6
B. Riley Wealth Advisors
Florida
$229K -$25.7K -522 -11%
Osaic Holdings
7
Osaic Holdings
Arizona
$74.6K – – –
Morgan Stanley
8
Morgan Stanley
New York
$10.5K +$9.9K +201 New
SIC
9
SJS Investment Consulting
Ohio
$3.17K – – –
FFA
10
Farther Finance Advisors
California
$2.18K – – –
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
LOIP
12
Live Oak Investment Partners
Texas
$1.98K – – –
EWP
13
Elevation Wealth Partners
California
$104 – – –
Wells Fargo
14
Wells Fargo
California
$16 – – –
FTUS
15
Flow Traders U.S.
New York
– -$356K -7,328 Closed
JP Morgan Chase
16
JP Morgan Chase
New York
– -$76.4K -1,573 Closed
UBS Group
17
UBS Group
Switzerland
– -$2.91K -60 Closed

IEDI Hedge Fund Activity: Q3 2024 in Review

12 of the 6,968 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Focused ETF (IEDI) for Q3 2024, worth a combined $3.42M — down 23% from $4.43M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IEDI and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 1 added.

The largest buyer was Citadel Advisors, adding an estimated $395K. The largest seller was Tower Research Capital (TRC), cutting an estimated $784K.

  • 12 institutional investors held iShares US Consumer Focused ETF (IEDI) as of Q3 2024, down from 14 in Q2 2024.
  • Funds reported $3.42M of iShares US Consumer Focused ETF stock for Q3 2024, down 23% quarter-over-quarter.
  • 1 fund opened new iShares US Consumer Focused ETF positions in Q3 2024 and 3 closed out, a net change of -2 holders.
  • The largest iShares US Consumer Focused ETF buyer in Q3 2024 was Citadel Advisors, an estimated $395K added.
  • The largest iShares US Consumer Focused ETF seller in Q3 2024 was Tower Research Capital (TRC), an estimated $784K sold.

Based on aggregated 13F filings for Q3 2024.