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iShares US Consumer Discretionary ETF
IYC

196 hedge funds and large institutions have $671M invested in iShares US Consumer Discretionary ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

17% more capital invested

Capital invested by funds: $574M → $671M (+$97.6M)

11% more funds holding

Funds holding: 177 → 196 (+19)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

167.73% less ownership

Funds ownership: 221.4% → 53.67% (-168%)

Holders
196
Holders Change
+19
Holders Change %
+10.73%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
29
Increased
65
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.27M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.84M
3
Morgan Stanley
Morgan Stanley
New York
+$4.05M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.44M
5
BDS
Banco de Sabadell
Florida
+$2.92M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.08M
2
Ameriprise
Ameriprise
Minnesota
-$4.76M
3
CS
Credit Suisse
Switzerland
-$4.14M
4
BCM
Brookstone Capital Management
Illinois
-$4.03M
5
IMC Chicago
IMC Chicago
Illinois
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$5.47M +$743K +11,184 +17%
PFS
27
Prospera Financial Services
Texas
$5.21M +$26.1K +393 +0.5%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$5.14M +$4.84M +72,849 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$4.91M +$1.5M +22,607 +48%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$4.15M +$3.44M +51,863 +790%
FCFC
31
First Citizens Financial Corp
Iowa
$4.14M +$30.6K +461 +0.8%
Truist Financial
32
Truist Financial
North Carolina
$3.97M +$20.5K +308 +0.5%
SFPG
33
Stonebridge Financial Planning Group
Florida
$3.67M +$203K +3,064 +6%
MIFH
34
Migdal Insurance & Financial Holdings
Israel
$3.18M +$86.8K +1,307 +3%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$3.12M +$175K +2,642 +6%
PCH
36
PGIM Custom Harvest
New Jersey
$3.06M +$2.88M +43,356 New
SCA
37
Stillwater Capital Advisors
Pennsylvania
$3.01M -$2.99K -45 -0.1%
MML Investors Services
38
MML Investors Services
Massachusetts
$2.62M +$364K +5,484 +17%
SPIA
39
Steward Partners Investment Advisory
New York
$2.32M -$81K -1,219 -4%
AWM
40
AE Wealth Management
Kansas
$2.14M +$304K +4,572 +18%
Citadel Advisors
41
Citadel Advisors
Florida
$2.04M +$1.92M +28,865 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.97M -$308K -4,645 -14%
EH
43
Equitable Holdings
New York
$1.91M +$20.3K +306 +1%
KAS
44
Kestra Advisory Services
Texas
$1.65M +$1.55M +23,320 +20,103%
MA
45
Mutual Advisors
Nebraska
$1.64M -$149K -2,244 -9%
CCM
46
Coldstream Capital Management
Washington
$1.55M +$1.46M +22,000 New
TFA
47
Teamwork Financial Advisors
Texas
$1.34M +$83.9K +1,264 +7%
FEM
48
Fulcrum Equity Management
Texas
$1.19M -$119K -1,793 -10%
GPA
49
Garrison Point Advisors
California
$1.13M +$3.85K +58 +0.4%
OPS
50
Orion Portfolio Solutions
Nebraska
$1.13M +$705K +10,617 +198%
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IYC Hedge Fund Activity: Q4 2020 in Review

196 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2020, worth a combined $671M — up 17% from $574M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYC positions and 7 closed out — a net gain of 22 holders — while 65 added to existing stakes and 49 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $8.27M. The largest seller was Royal Bank of Canada, cutting an estimated $5.08M.

  • 196 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2020, up from 177 in Q3 2020.
  • Funds reported $671M of iShares US Consumer Discretionary ETF stock for Q4 2020, up 17% quarter-over-quarter.
  • 29 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2020 and 7 closed out, a net change of +22 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q4 2020 was Cetera Investment Advisers, an estimated $8.27M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $5.08M sold.

Based on aggregated 13F filings for Q4 2020.