We are live on ! Find out more
IYC icon

iShares US Consumer Discretionary ETF

173 hedge funds and large institutions have $487M invested in iShares US Consumer Discretionary ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 48

1% more capital invested

Capital invested by funds: $485M → $487M (+$2.72M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 175173 (-2)

5.85% less ownership

Funds ownership: 211.9%206.05% (-5.9%)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

Holders
173
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
50
Reduced
48
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
51
Garrison Point Advisors
California
$903K +$53.8K +980 +6%
SCM
52
Southport Capital Management
Tennessee
$888K -$56.9K -1,036 -6%
SB
53
Simmons Bank
Arkansas
$883K
WPSG
54
Wealth & Pension Services Group
Georgia
$863K -$34.9K -636 -4%
TRCT
55
Tower Research Capital (TRC)
New York
$863K +$298K +5,424 +52%
AIM
56
Anchor Investment Management
South Carolina
$838K -$91.1K -1,660 -10%
BAAM
57
Baker Avenue Asset Management
California
$815K +$72.5K +1,320 +10%
ST
58
Spinnaker Trust
Maine
$805K
NA
59
NewEdge Advisors
Louisiana
$758K +$67K +1,220 +10%
Bank of Nova Scotia
60
Bank of Nova Scotia
Ontario, Canada
$745K -$454K -8,276 -38%
BAC
61
Boys Arnold & Co
North Carolina
$709K
WDL
62
Well Done LLC
Michigan
$705K +$14.7K +268 +2%
DC
63
Davenport & Co
Virginia
$662K -$6.81K -124 -1%
GWM
64
Geneos Wealth Management
Colorado
$632K -$29.6K -540 -4%
JP Morgan Chase
65
JP Morgan Chase
New York
$632K +$29K +528 +5%
DWM
66
Dakota Wealth Management
Florida
$590K -$58.2K -1,060 -9%
ASN
67
Advisory Services Network
Georgia
$588K
AHC
68
Adell Harriman & Carpenter
Texas
$584K +$590K +10,740 New
CIA
69
Capital Investment Advisors
Georgia
$578K -$5.49K -100 -0.9%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$569K +$181K +3,292 +46%
WAS
71
WESPAC Advisors SoCal
California
$563K +$14.3K +260 +3%
SI
72
Stephens Inc
Arkansas
$554K -$193K -3,512 -26%
APA
73
American Portfolios Advisors
New York
$530K +$6.37K +116 +1%
PD
74
Planning Directions
Pennsylvania
$500K -$36.5K -664 -7%
BDWM
75
Brewin Dolphin Wealth Management
Ireland
$494K

IYC Hedge Fund Activity: Q3 2019 in Review

173 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q3 2019, worth a combined $487M — up 0.56% from $485M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IYC and 16 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 50 added.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $7.31M. The largest seller was Banco de Sabadell, exiting entirely with an estimated $12.5M sold.

  • 173 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q3 2019, down from 175 in Q2 2019.
  • Funds reported $487M of iShares US Consumer Discretionary ETF stock for Q3 2019, up 0.56% quarter-over-quarter.
  • 16 funds opened new iShares US Consumer Discretionary ETF positions in Q3 2019 and 18 closed out, a net change of -2 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q3 2019 was Manulife (Manufacturers Life Insurance), an estimated $7.31M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q3 2019 was Banco de Sabadell, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2019.