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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

108 hedge funds and large institutions have $455M invested in iShares US Consumer Discretionary ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
31
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$29.2M
2
UCFA
United Capital Financial Advisors
Texas
$15.1M
3
MYLI
Meiji Yasuda Life Insurance
Japan
$3.77M
4
TRCT
Tower Research Capital (TRC)
New York
$4.36M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.8M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$97.8M
2
AG
Advisor Group
Arizona
$553K
3
AIM
Advantage Investment Management
Iowa
$49K
4
Morgan Stanley
Morgan Stanley
New York
$64.5M
5
SG Americas Securities
SG Americas Securities
New York
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$692K -$10K -272 -1%
Ameriprise
52
Ameriprise
Minnesota
$690K -$77.7K -2,112 -10%
PIA
53
Peachtree Investment Advisors
Georgia
$689K +$1.47K +40 +0.2%
SCM
54
Southport Capital Management
Tennessee
$678K – – –
BAAM
55
Baker Avenue Asset Management
California
$595K -$310K -8,440 -34%
DC
56
Davenport & Co
Virginia
$593K +$353K +9,608 +147%
AG
57
Advisor Group
Arizona
$553K -$6.09M -165,824 -92%
DWM
58
Dakota Wealth Management
Florida
$542K -$12.4K -336 -2%
BAC
59
Boys Arnold & Co
North Carolina
$527K +$1.32K +36 +0.3%
NPC
60
National Planning Corporation
California
$522K +$110K +3,044 +27%
CIA
61
Capital Investment Advisors
Georgia
$469K – – –
M&T Bank
62
M&T Bank
New York
$426K -$57.9K -1,572 -12%
SCG
63
Sonata Capital Group
Washington
$388K – – –
CLOS
64
Compagnie Lombard Odier SCmA
Switzerland
$379K – – –
PNC
65
Park National Corp
Ohio
$377K -$44.1K -1,200 -10%
Citigroup
66
Citigroup
New York
$344K +$66.7K +1,812 +24%
RJT
67
Raymond James Trust
Florida
$340K – – –
BCM
68
Brookstone Capital Management
Illinois
$297K -$95.7K -2,596 -24%
PFS
69
Prospera Financial Services
Texas
$291K +$291K +7,920 New
Creative Planning
70
Creative Planning
Kansas
$263K – – –
DY
71
Dowling & Yahnke
California
$263K – – –
BTNA
72
Bremer Trust National Association
Minnesota
$240K -$15.9K -432 -6%
CB
73
Commerce Bank
Missouri
$239K -$22.2K -604 -8%
AW
74
ACG Wealth
Georgia
$239K +$239K +6,492 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$235K -$11.6K -316 -5%
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3
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