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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

116 hedge funds and large institutions have $688M invested in iShares US Consumer Discretionary ETF in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+17
Holders Change %
+17.17%
% of All Funds
3.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
27
Increased
49
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$73.2M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$108M
3
AIA
3
Arrow Investment Advisors
Maryland
$18M
4
LPL Financial
4
LPL Financial
California
$37.4M
5
AssetMark Inc
5
AssetMark Inc
California
$53.6M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$11.5M
2
PFG
2
Pacific Financial Group
Washington
$735K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
26
Advantage Investment Management
Iowa
$4.07M +$1.69M +46,976 +71%
NSIM
27
North Star Investment Management
Illinois
$4.02M +$110K +3,064 +3%
NPC
28
National Planning Corporation
California
$3.72M +$1.41M +39,528 +61%
F
29
FolioMetrix
Nebraska
$3.7M +$926K +25,696 +33%
SCA
30
Stillwater Capital Advisors
Pennsylvania
$3.66M +$433K +12,012 +13%
JIP
31
Jaffetilchin Investment Partners
Florida
$3.3M +$3.3M +91,492 New
CFS
32
Commonwealth Financial Services
West Virginia
$3.19M +$98.1K +2,720 +3%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$3.16M +$1.97M +54,732 +166%
VFS
34
VSR Financial Services
Kansas
$2.99M +$2.23M +61,944 +296%
RJA
35
Raymond James & Associates
Florida
$2.88M +$2.88M +79,788 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$2.8M +$2M +55,376 +250%
SS
37
Simplicity Solutions
Minnesota
$2.79M +$173K +4,788 +7%
AI
38
Atria Investments
North Carolina
$2.76M +$362K +10,048 +15%
CAM
39
Concorde Asset Management
Michigan
$2.65M +$129K +3,584 +5%
SC
40
Scotia Capital
Ontario, Canada
$2.61M +$60K +1,664 +2%
OC
41
Oppenheimer & Co
New York
$2.33M +$108K +2,996 +5%
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
$2.13M +$74.7K +2,064 +4%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$2.1M +$355K +9,836 +20%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.92M +$1.92M +53,276 New
SG Americas Securities
45
SG Americas Securities
New York
$1.81M -$115K -3,200 -6%
VFA
46
Voya Financial Advisors
Connecticut
$1.54M +$1.54M +42,448 New
OWD
47
Osborn Williams & Donohoe
Ohio
$1.46M – – –
IPC
48
Independent Portfolio Consultants
Florida
$1.33M +$43.3K +1,200 +3%
CIBC World Market
49
CIBC World Market
Ontario, Canada
$1.26M +$251K +6,956 +25%
TFA
50
Transamerica Financial Advisors
Florida
$1.21M +$1.21M +33,500 New
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