iShares US Consumer Discretionary ETF
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.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
3.47% more ownership
Funds ownership: 202.36% → 205.83% (+3.5%)
2% more capital invested
Capital invested by funds: $447M → $455M (+$7.34M)
1% more funds holding
Funds holding: 107 → 108 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
18% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.82M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.78M |
| 3 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
+$3.78M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.47M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$7.13M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$6.13M |
| 3 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$5.15M |
| 4 |
Morgan Stanley
New York
|
-$2.73M |
| 5 |
SG Americas Securities
New York
|
-$2.18M |
IYC Hedge Fund Activity: Q3 2016 in Review
108 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q3 2016, worth a combined $455M — up 1.6% from $447M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IYC positions and 9 closed out — a net gain of 3 holders — while 31 added to existing stakes and 38 trimmed.
The largest buyer was UBS Group, adding an estimated $6.82M. The largest seller was AssetMark Inc, cutting an estimated $7.13M.
- 108 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q3 2016, up from 107 in Q2 2016.
- Funds reported $455M of iShares US Consumer Discretionary ETF stock for Q3 2016, up 1.6% quarter-over-quarter.
- 12 funds opened new iShares US Consumer Discretionary ETF positions in Q3 2016 and 9 closed out, a net change of +3 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q3 2016 was UBS Group, an estimated $6.82M added.
- The largest iShares US Consumer Discretionary ETF seller in Q3 2016 was AssetMark Inc, an estimated $7.13M sold.
Based on aggregated 13F filings for Q3 2016.