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iShares US Consumer Discretionary ETF

253 hedge funds and large institutions have $2.07B invested in iShares US Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 11

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

241% more capital invested

Capital invested by funds: $607M → $2.07B (+$1.46B)

26% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 57

19% more funds holding

Funds holding: 212253 (+41)

4.99% more ownership

Funds ownership: 54.22%59.22% (+5%)

Holders
253
Holders Change
+41
Holders Change %
+19.34%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
56
Increased
72
Reduced
57
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
TruNorth Capital Management
Michigan
$31.7K +$30.8K +330 New
SC
227
SouthState Corp
Florida
$30.8K
SWM
228
Sugarloaf Wealth Management
Georgia
$30.4K
CTA
229
Colonial Trust Advisors
South Carolina
$24.5K
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.1K -$14.9K -160 -41%
WPA
231
West Paces Advisors
Georgia
$20.2K
FGC
232
Financial Gravity Companies
Texas
$19.6K
CTC
233
Central Trust Company
Missouri
$19.2K
RDFA
234
Ritter Daniher Financial Advisory
Ohio
$18.3K
AT
235
Arlington Trust
Alabama
$16.8K +$16.3K +175 New
FFA
236
Founders Financial Alliance
North Carolina
$15.1K
RIL
237
Rothschild Investment LLC
Illinois
$14.4K
GSWM
238
Golden State Wealth Management
California
$13.7K +$13.3K +143 New
FGA
239
Fortis Group Advisors
New Jersey
$13.1K
PK
240
Pflug Koory
Nebraska
$13.1K
TRCT
241
Tower Research Capital (TRC)
New York
$11.3K
CA
242
Continuum Advisory
Idaho
$10.4K
PFBT
243
Parkside Financial Bank & Trust
Missouri
$9.96K +$93 +1 +1%
SWM
244
Spire Wealth Management
Virginia
$9.61K
Simplex Trading
245
Simplex Trading
Illinois
$9K +$9.24K +99 New
IWM
246
IMG Wealth Management
Florida
$8.41K +$8.12K +87 New
CPBTD
247
Central Pacific Bank - Trust Division
Hawaii
$7.79K
PSFG
248
Park Square Financial Group
Georgia
$7.11K +$6.91K +74 New
GCM
249
GKV Capital Management
California
$6.73K +$6.53K +70 New
AA
250
AlphaMark Advisors
Kentucky
$6K

IYC Hedge Fund Activity: Q4 2024 in Review

253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2024, worth a combined $2.07B — up 241% from $607M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYC positions and 11 closed out — a net gain of 45 holders — while 72 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $112M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $71.8M sold.

  • 253 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2024, up from 212 in Q3 2024.
  • Funds reported $2.07B of iShares US Consumer Discretionary ETF stock for Q4 2024, up 241% quarter-over-quarter.
  • 56 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2024 and 11 closed out, a net change of +45 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q4 2024 was Fidelity International, an estimated $112M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $71.8M sold.

Based on aggregated 13F filings for Q4 2024.