IYC icon

iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

214 hedge funds and large institutions have $522M invested in iShares US Consumer Discretionary ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
214
Holders Change
+27
Holders Change %
+14.44%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
46
Increased
57
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$128M
2
PCH
2
PGIM Custom Harvest
New Jersey
$31.5M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$14.4M
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$4.88M
5
CW
5
Connectus Wealth
Ohio
$4.51M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$775K
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.39M
4
RJA
4
Raymond James & Associates
Florida
$4.06M
5
Jane Street
5
Jane Street
New York
$238K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Sharp Financial Services
Pennsylvania
$3.32M +$3.32M +43,789 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.26M +$2.39M +31,541 +276%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$3.16M -$25.5K -336 -0.8%
BCM
29
Brookstone Capital Management
Illinois
$3.07M +$611K +8,060 +25%
SCA
30
Southern Capital Advisors
Tennessee
$2.91M +$1.05M +13,897 +57%
BlackRock
31
BlackRock
New York
$2.68M +$957K +12,633 +55%
NA
32
NewEdge Advisors
Louisiana
$2.64M -$7.65K -101 -0.3%
TSW
33
Three Seasons Wealth
Utah
$2.62M +$2.62M +34,598 New
SFPG
34
Stonebridge Financial Planning Group
Florida
$2.51M -$175K -2,315 -7%
SCA
35
Stillwater Capital Advisors
Pennsylvania
$2.47M -$300K -3,958 -11%
CCA
36
Cottonwood Capital Advisors
Utah
$2.33M -$267K -3,524 -10%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.17M +$29.2K +386 +1%
WAS
38
WESPAC Advisors SoCal
California
$1.95M +$19.2K +254 +1%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$1.86M +$1.34M +17,693 +256%
Ameriprise
40
Ameriprise
Minnesota
$1.86M -$225K -2,975 -11%
TPW
41
Transatlantique Private Wealth
New York
$1.79M +$1.79M +23,655 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.66M -$2.17M -28,628 -57%
VCM
43
Virtue Capital Management
Tennessee
$1.66M +$1.66M +22,587 New
TW
44
TritonPoint Wealth
Maryland
$1.6M +$1.6M +21,131 New
Truist Financial
45
Truist Financial
North Carolina
$1.5M -$131K -1,726 -8%
MA
46
Mutual Advisors
Nebraska
$1.38M -$2.35K -31 -0.2%
CAMG
47
CWA Asset Management Group
Florida
$1.34M +$1.34M +17,696 New
BWP
48
Balboa Wealth Partners
Arizona
$1.32M +$1.32M +17,455 New
Mariner
49
Mariner
Kansas
$1.23M +$853K +11,259 +229%
Marshall Wace
50
Marshall Wace
United Kingdom
$1.22M +$1.22M +16,145 New
1
2
3 4 5