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iShares US Consumer Discretionary ETF

253 hedge funds and large institutions have $2.07B invested in iShares US Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 11

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

241% more capital invested

Capital invested by funds: $607M → $2.07B (+$1.46B)

26% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 57

19% more funds holding

Funds holding: 212253 (+41)

4.99% more ownership

Funds ownership: 54.22%59.22% (+5%)

Holders
253
Holders Change
+41
Holders Change %
+19.34%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
56
Increased
72
Reduced
57
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1NWS
26
1 North Wealth Services
Maryland
$6.47M +$6.29M +67,342 New
AWM
27
AE Wealth Management
Kansas
$6.44M -$1.43M -15,287 -19%
FWCM
28
Ferguson Wellman Capital Management
Oregon
$5.8M +$30.1K +322 +0.5%
OPAM
29
Ocean Park Asset Management
California
$5.79M +$5.62M +60,211 New
FCFC
30
First Citizens Financial Corp
Iowa
$5.75M -$176K -1,888 -3%
JP Morgan Chase
31
JP Morgan Chase
New York
$5.54M -$472K -5,054 -8%
Goldman Sachs
32
Goldman Sachs
New York
$5.27M -$7.45M -79,816 -59%
UCFA
33
United Capital Financial Advisors
Texas
$5.17M -$79.3K -850 -2%
BlackRock
34
BlackRock
New York
$5.14M +$1.44M +15,464 +41%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$4.81M -$93.3K -1,000 -2%
CCA
36
Cadent Capital Advisors
Oklahoma
$4.2M +$4.08M +43,720 New
SCA
37
Southern Capital Advisors
Tennessee
$4.16M +$119K +1,272 +3%
RAS
38
RPS Advisory Solutions
Kentucky
$3.89M +$3.18M +34,069 +530%
Ameriprise
39
Ameriprise
Minnesota
$3.71M +$1.75M +18,719 +94%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$3.61M +$19.5K +209 +0.6%
CA
41
CoreCap Advisors
Michigan
$3.57M +$2.95M +31,554 +562%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$3.27M +$2.41M +25,783 +313%
TPW
43
Transatlantique Private Wealth
New York
$3.09M +$274K +2,939 +10%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$3.09M +$1.77M +18,983 +145%
EFH
45
Eaton Financial Holdings
Florida
$2.92M -$30.9K -331 -1%
SCA
46
Stillwater Capital Advisors
Pennsylvania
$2.82M +$315K +3,372 +13%
SFPG
47
Stonebridge Financial Planning Group
Florida
$2.78M -$92.8K -994 -3%
WAS
48
WESPAC Advisors SoCal
California
$2.71M +$762K +8,160 +41%
PAG
49
Private Advisor Group
New Jersey
$2.64M +$363K +3,894 +17%
CCA
50
Cottonwood Capital Advisors
Utah
$2.47M -$46.3K -496 -2%

IYC Hedge Fund Activity: Q4 2024 in Review

253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2024, worth a combined $2.07B — up 241% from $607M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYC positions and 11 closed out — a net gain of 45 holders — while 72 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $112M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $71.8M sold.

  • 253 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2024, up from 212 in Q3 2024.
  • Funds reported $2.07B of iShares US Consumer Discretionary ETF stock for Q4 2024, up 241% quarter-over-quarter.
  • 56 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2024 and 11 closed out, a net change of +45 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q4 2024 was Fidelity International, an estimated $112M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $71.8M sold.

Based on aggregated 13F filings for Q4 2024.