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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

99 hedge funds and large institutions have $512M invested in iShares US Consumer Discretionary ETF in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.13%
New
27
Increased
37
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$84.9M
2
AssetMark Inc
2
AssetMark Inc
California
$40.9M
3
LPL Financial
3
LPL Financial
California
$24.6M
4
PWAG
4
Polaris Wealth Advisory Group
California
$13M
5
QA
5
Quantitative Advantage
Minnesota
$12.7M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$3.87M
2
Deutsche Bank
2
Deutsche Bank
Germany
$2.69M
3
CS
3
Credit Suisse
Switzerland
$0
4
FAAS
4
First Allied Advisory Services
California
$0
5
HNB
5
Huntington National Bank
Ohio
$195K
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
26
North Star Investment Management
Illinois
$3.74M -$1.79K -52 -0%
SCA
27
Stillwater Capital Advisors
Pennsylvania
$3.08M +$1.04M +30,084 +51%
CFS
28
Commonwealth Financial Services
West Virginia
$2.96M +$2.96M +85,792 New
AIG
29
American International Group
New York
$2.95M +$1.07M +30,980 +57%
Deutsche Bank
30
Deutsche Bank
Germany
$2.69M -$19.2M -558,052 -88%
SS
31
Simplicity Solutions
Minnesota
$2.5M +$2.5M +72,624 New
SC
32
Scotia Capital
Ontario, Canada
$2.43M +$100K +2,916 +4%
F
33
FolioMetrix
Nebraska
$2.41M +$2.41M +76,904 New
CAM
34
Concorde Asset Management
Michigan
$2.41M +$2.41M +69,944 New
AI
35
Atria Investments
North Carolina
$2.29M +$2.29M +66,464 New
AIM
36
Advantage Investment Management
Iowa
$2.27M +$2.27M +65,940 New
NPC
37
National Planning Corporation
California
$2.19M +$1.75M +51,672 +405%
OC
38
Oppenheimer & Co
New York
$2.12M +$74.7K +2,168 +4%
MFS
39
MSI Financial Services
Massachusetts
$2M +$1.96M +56,960 +5,584%
Bank of Nova Scotia
40
Bank of Nova Scotia
Ontario, Canada
$1.97M +$1.13M +32,604 +134%
SG Americas Securities
41
SG Americas Securities
New York
$1.84M +$1.84M +53,404 New
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$1.67M -$95.7K -2,780 -5%
OWD
43
Osborn Williams & Donohoe
Ohio
$1.4M – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$1.38M -$164K -4,776 -11%
DADC
45
D.A. Davidson & Co
Montana
$1.38M -$43.4K -1,260 -3%
IPC
46
Independent Portfolio Consultants
Florida
$1.23M +$1.23M +35,580 New
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.14M +$1.14M +32,932 New
SCM
48
Southport Capital Management
Tennessee
$1.06M – – –
DWM
49
Dakota Wealth Management
Florida
$1.03M +$1.03M +29,972 New
BAAM
50
Baker Avenue Asset Management
California
$1.03M -$99.2K -2,880 -9%
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