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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

190 hedge funds and large institutions have $360M invested in iShares US Consumer Discretionary ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
190
Holders Change
+8
Holders Change %
+4.4%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
48
Reduced
54
Closed
16
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$4K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$9.19M
2
Bank of America
2
Bank of America
North Carolina
$50.6M
3
FCFC
3
First Citizens Financial Corp
Iowa
$4.63M
4
SAM
4
Synergy Asset Management
Washington
$3.62M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.04M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Barclays
2
Barclays
United Kingdom
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$59.4M
4
QFA
4
Quattro Financial Advisors
Texas
$5.92M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.03M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$2.5M 35,175 +68 +0.2%
CW
27
CreativeOne Wealth
Kansas
$2.1M 29,485 -1,862 -6%
AWM
28
AE Wealth Management
Kansas
$1.99M 27,955 +27,955 New
MML Investors Services
29
MML Investors Services
Massachusetts
$1.89M 26,493 +94 +0.4%
SPIA
30
Steward Partners Investment Advisory
New York
$1.87M 26,316 +22,015 +512%
WAS
31
WESPAC Advisors SoCal
California
$1.8M 25,346 -15,256 -38%
SCA
32
Southern Capital Advisors
Tennessee
$1.76M 24,712 +1,215 +5%
LCWP
33
Legacy Capital Wealth Partners
Arkansas
$1.6M 22,514 -26,611 -54%
Truist Financial
34
Truist Financial
North Carolina
$1.55M 21,844 -2,288 -9%
ASN
35
Advisory Services Network
Georgia
$1.53M 21,478 +3,029 +16%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.47M 20,666 +6,945 +51%
MA
37
Mutual Advisors
Nebraska
$1.43M 20,073 +2,572 +15%
PRS
38
Pinkerton Retirement Specialists
Idaho
$1.37M 19,215 +19,215 New
RFWA
39
RPg Family Wealth Advisory
Massachusetts
$1.32M 18,501 -2,312 -11%
GPA
40
Garrison Point Advisors
California
$1.08M 15,160 +235 +2%
GLA
41
Great Lakes Advisors
Illinois
$1.02M 14,335 +299 +2%
PAMG
42
Patton Albertson Miller Group
Tennessee
$1.02M 14,308 – –
ST
43
Spinnaker Trust
Maine
$991K 13,928 – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$989K 13,890 -34 -0.2%
SB
45
Simmons Bank
Arkansas
$919K 12,913 -350 -3%
ANTB
46
AMG National Trust Bank
Colorado
$904K 12,700 – –
AIM
47
Anchor Investment Management
South Carolina
$877K 12,330 +36 +0.3%
EH
48
Equitable Holdings
New York
$873K 12,262 +255 +2%
WCM
49
Whitener Capital Management
North Carolina
$814K 11,444 -276 -2%
Corient Private Wealth
50
Corient Private Wealth
Florida
$781K 10,974 +445 +4%
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