IYC icon

iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

220 hedge funds and large institutions have $534M invested in iShares US Consumer Discretionary ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+6
Holders Change %
+2.8%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
56
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$32.4M
2
PFS
Prospera Financial Services
Texas
+$8.9M
3
NG
Norden Group
Utah
+$6.51M
4
MSAM
Moloney Securities Asset Management
Missouri
+$4.03M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.61M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$68.1M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$14.4M
3
CW
Connectus Wealth
Ohio
-$4.51M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.91M
5
Goldman Sachs
Goldman Sachs
New York
-$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$4.6M -$323K -3,940 -7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.49M +$972K +11,863 +28%
TSW
28
Three Seasons Wealth
Utah
$4.1M +$1.31M +16,302 +47%
SFS
29
Sharp Financial Services
Pennsylvania
$4.08M +$488K +5,954 +14%
MSAM
30
Moloney Securities Asset Management
Missouri
$4.03M +$4.03M +49,175 New
EFH
31
Eaton Financial Holdings
Florida
$3.55M +$3.55M +43,290 New
Ameriprise
32
Ameriprise
Minnesota
$3.54M +$1.53M +18,634 +76%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$3.53M -$590K -7,197 -14%
SCA
34
Southern Capital Advisors
Tennessee
$3.24M +$93.5K +1,141 +3%
NA
35
NewEdge Advisors
Louisiana
$2.81M -$44.3K -540 -2%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$2.69M -$729K -8,897 -21%
SCA
37
Stillwater Capital Advisors
Pennsylvania
$2.67M – – –
SFPG
38
Stonebridge Financial Planning Group
Florida
$2.6M -$111K -1,353 -4%
BWP
39
Balboa Wealth Partners
Arizona
$2.52M +$1.09M +13,292 +76%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.43M +$82.2K +1,003 +3%
CCA
41
Cottonwood Capital Advisors
Utah
$2.34M -$53.3K -684 -2%
PAG
42
Private Advisor Group
New Jersey
$2.15M +$1.3M +15,853 +153%
TPW
43
Transatlantique Private Wealth
New York
$2.13M +$192K +2,337 +10%
WAS
44
WESPAC Advisors SoCal
California
$1.98M -$127K -1,549 -6%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.5M +$257K +3,135 +21%
MA
46
Mutual Advisors
Nebraska
$1.48M -$14.4K -176 -1%
VCM
47
Virtue Capital Management
Tennessee
$1.44M -$354K -4,448 -20%
TW
48
TritonPoint Wealth
Maryland
$1.41M +$53.8K +840 +4%
SAM
49
Smartleaf Asset Management
Massachusetts
$1.38M +$1.38M +16,818 New
SS
50
Sunbelt Securities
Texas
$1.35M +$122K +1,486 +10%
1
2
3 4 5