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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

169 hedge funds and large institutions have $439M invested in iShares US Consumer Discretionary ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-4
Holders Change %
-2.31%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
40
Reduced
64
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$39M
2
MWM
MinichMacGregor Wealth Management
New York
$6.83M
3
Bank of America
Bank of America
North Carolina
$57.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$4.22M
5
GC
Grimes & Company
Massachusetts
$16.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$27.8M
2
BDS
Banco de Sabadell
Florida
$0
3
Morgan Stanley
Morgan Stanley
New York
$82M
4
FWCM
Ferguson Wellman Capital Management
Oregon
$10.7M
5
BCM
Barometer Capital Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
26
Stillwater Capital Advisors
Pennsylvania
$2.44M -$57.2K -1,120 -2%
FIM
27
Freedom Investment Management
Connecticut
$2.21M -$3.48M -68,196 -61%
SB
28
Suntrust Banks
Georgia
$2.2M +$192K +3,752 +10%
ACM
29
Aviance Capital Management
Florida
$2.03M -$167K -3,276 -8%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.96M +$318K +6,220 +19%
WA
31
WESPAC Advisors
California
$1.86M -$7.45K -148 -0.4%
Stifel Financial
32
Stifel Financial
Missouri
$1.65M +$80.6K +1,580 +5%
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$1.27M -$55.6K -1,088 -4%
SC
34
Scotia Capital
Ontario, Canada
$1.24M +$170K +3,324 +16%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.21M -$817 -16 -0.1%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.2M +$207K +4,048 +21%
EWA
37
EP Wealth Advisors
California
$1.18M -$257K -5,028 -18%
RGIA
38
Rainier Group Investment Advisory
Washington
$1.12M – – –
ASN
39
Advisory Services Network
Georgia
$1.06M +$1.06M +20,824 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.05M -$2.01M -39,444 -66%
HNB
41
Huntington National Bank
Ohio
$984K -$967K – –
AG
42
Advisor Group
Arizona
$972K -$1.84M -35,992 -65%
GLA
43
Great Lakes Advisors
Illinois
$968K -$46.4K -908 -5%
WCM
44
Whitener Capital Management
North Carolina
$908K – – –
SCM
45
Southport Capital Management
Tennessee
$887K – – –
AIM
46
Anchor Investment Management
South Carolina
$846K -$210K -4,108 -20%
WPSG
47
Wealth & Pension Services Group
Georgia
$843K +$200K +3,912 +31%
SB
48
Simmons Bank
Arkansas
$842K +$107K +2,100 +15%
OWA
49
Outlook Wealth Advisors
Texas
$825K +$651K +12,740 +373%
ST
50
Spinnaker Trust
Maine
$811K +$46.7K +916 +6%
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