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iShares US Consumer Discretionary ETF

196 hedge funds and large institutions have $671M invested in iShares US Consumer Discretionary ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

17% more capital invested

Capital invested by funds: $574M → $671M (+$97.6M)

11% more funds holding

Funds holding: 177196 (+19)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

167.73% less ownership

Funds ownership: 221.4%53.67% (-168%)

Holders
196
Holders Change
+19
Holders Change %
+10.73%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
29
Increased
65
Reduced
49
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
WJ Wealth Management
Arizona
$1.11M -$19.9K -300 -2%
SB
52
Simmons Bank
Arkansas
$1.1M -$13.3K -200 -1%
NF
53
Nikulski Financial
Iowa
$1.09M +$138K +2,082 +15%
GLA
54
Great Lakes Advisors
Illinois
$1.07M -$14.3K -216 -1%
AIM
55
Anchor Investment Management
South Carolina
$1.05M +$6.18K +93 +0.6%
SCM
56
Southport Capital Management
Tennessee
$1.04M -$12.5K -188 -1%
NA
57
NewEdge Advisors
Louisiana
$1M -$27.2K -409 -3%
WCM
58
Whitener Capital Management
North Carolina
$992K
ST
59
Spinnaker Trust
Maine
$981K
GM
60
GeoWealth Management
Illinois
$979K +$419K +6,305 +83%
JWCA
61
J.W. Cole Advisors
Florida
$972K +$700K +10,537 +325%
DC
62
Davenport & Co
Virginia
$962K +$173K +2,604 +24%
IMC Chicago
63
IMC Chicago
Illinois
$911K -$3.26M -49,060 -79%
ANTB
64
AMG National Trust Bank
Colorado
$895K -$26.6K -400 -3%
WDL
65
Well Done LLC
Michigan
$885K -$56.1K -845 -6%
SCG
66
Sonata Capital Group
Washington
$867K +$53.1K +800 +7%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$803K +$36.9K +556 +5%
HNB
68
Huntington National Bank
Ohio
$794K
WCM
69
WealthBridge Capital Management
Ohio
$780K +$199 +3 +0%
GT
70
Glenview Trust
Kentucky
$773K -$7.97K -120 -1%
GCA
71
Genesee Capital Advisors
New York
$756K -$279K -4,196 -28%
JP Morgan Chase
72
JP Morgan Chase
New York
$751K -$73.9K -1,113 -9%
AHC
73
Adell Harriman & Carpenter
Texas
$750K
BAAM
74
Baker Avenue Asset Management
California
$742K -$68.7K -1,035 -9%
Bank of Nova Scotia
75
Bank of Nova Scotia
Ontario, Canada
$725K

IYC Hedge Fund Activity: Q4 2020 in Review

196 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2020, worth a combined $671M — up 17% from $574M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYC positions and 7 closed out — a net gain of 22 holders — while 65 added to existing stakes and 49 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $8.27M. The largest seller was Royal Bank of Canada, cutting an estimated $5.08M.

  • 196 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2020, up from 177 in Q3 2020.
  • Funds reported $671M of iShares US Consumer Discretionary ETF stock for Q4 2020, up 17% quarter-over-quarter.
  • 29 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2020 and 7 closed out, a net change of +22 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q4 2020 was Cetera Investment Advisers, an estimated $8.27M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $5.08M sold.

Based on aggregated 13F filings for Q4 2020.