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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

74 hedge funds and large institutions have $327M invested in iShares US Consumer Discretionary ETF in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
24
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIM
1
BlackRock Investment Management
Delaware
$36.5M
2
BTS
2
BB&T Securities
Virginia
$42.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.24M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.95M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$6.41M
2
PWAG
2
Polaris Wealth Advisory Group
California
$0
3
QA
3
Quantitative Advantage
Minnesota
$0
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$18.3M
5
PI
5
Placemark Investments
Illinois
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
26
Bank of Nova Scotia
Ontario, Canada
$1.37M -$2.33M -77,564 -63%
OWD
27
Osborn Williams & Donohoe
Ohio
$1.28M – – –
DADC
28
D.A. Davidson & Co
Montana
$1.24M -$122K -4,064 -9%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.14M -$820K -27,244 -42%
PI
30
Placemark Investments
Illinois
$1.07M -$7.17M -238,404 -87%
SCM
31
Southport Capital Management
Tennessee
$966K – – –
SC
32
Scotia Capital
Ontario, Canada
$915K -$336K -11,176 -27%
NPC
33
National Planning Corporation
California
$740K -$3.24M -105,804 -81%
AP
34
Advisors Preferred
Maryland
$687K +$586K +19,484 +583%
AW
35
ACG Wealth
Georgia
$675K -$60.6K -2,016 -8%
GLA
36
Great Lakes Advisors
Illinois
$655K +$1.68K +56 +0.3%
VKH
37
Virtu KCG Holdings
New York
$590K +$261K +8,664 +79%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$559K +$287K +9,548 +105%
Citadel Advisors
39
Citadel Advisors
Florida
$528K +$528K +17,560 New
AIG
40
American International Group
New York
$515K -$1.37M -45,616 -73%
CIA
41
Capital Investment Advisors
Georgia
$505K -$59.2K -1,968 -10%
PNC
42
Park National Corp
Ohio
$465K -$15.6K -520 -3%
CWM
43
Concert Wealth Management
California
$462K -$40.1K -1,340 -8%
Stifel Financial
44
Stifel Financial
Missouri
$436K +$436K +14,484 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$431K +$36.3K +1,208 +9%
IFS
46
Ifrah Financial Services
Arkansas
$419K -$8.29K -276 -2%
TNBTD
47
Trustmark National Bank Trust Department
Mississippi
$399K +$399K +13,268 New
CIA
48
Choate Investment Advisors
Massachusetts
$396K -$6.62K -220 -2%
BAC
49
Boys Arnold & Co
North Carolina
$372K -$164K -5,440 -31%
WA
50
WFG Advisors
Texas
$339K -$871K -28,988 -72%
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