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iShares US Consumer Discretionary ETF
IYC

187 hedge funds and large institutions have $411M invested in iShares US Consumer Discretionary ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $360M → $411M (+$50.8M)

9.87% more ownership

Funds ownership: 45.37% → 55.25% (+9.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

2% less funds holding

Funds holding: 190 → 187 (-3)

24% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 55

Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
42
Reduced
55
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$67.2M
2
Goldman Sachs
Goldman Sachs
New York
+$3.85M
3
LPL Financial
LPL Financial
California
+$2.77M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.38M
5
Jane Street
Jane Street
New York
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
QFA
Quattro Financial Advisors
Texas
-$5.15M
2
SAM
Synergy Asset Management
Washington
-$3.62M
3
Morgan Stanley
Morgan Stanley
New York
-$2.29M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.22M
5
CW
CreativeOne Wealth
Kansas
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
51
Simmons Bank
Arkansas
$864K -$494 -7 -0.1%
WA
52
Wealthstar Advisors
Texas
$862K +$909K +12,869 New
ANTB
53
AMG National Trust Bank
Colorado
$850K – – –
GCP
54
GSA Capital Partners
United Kingdom
$824K +$387K +5,487 +80%
EH
55
Equitable Holdings
New York
$811K -$10.6K -150 -1%
WCM
56
Whitener Capital Management
North Carolina
$768K +$1.55K +22 +0.2%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$765K -$653K -9,243 -45%
Citadel Advisors
58
Citadel Advisors
Florida
$753K -$2.22M -31,495 -74%
Stifel Financial
59
Stifel Financial
Missouri
$736K +$92.3K +1,307 +13%
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$736K +$7.7K +109 +1%
TW
61
Transform Wealth
Colorado
$708K +$746K +10,566 New
AIM
62
Anchor Investment Management
South Carolina
$701K -$131K -1,859 -15%
Corient Private Wealth
63
Corient Private Wealth
Florida
$699K -$37.3K -528 -5%
QFA
64
Quattro Financial Advisors
Texas
$684K -$5.15M -72,919 -88%
PAG
65
Private Advisor Group
New Jersey
$674K +$140K +1,989 +25%
CI
66
CX Institutional
Indiana
$661K +$697K +9,878 New
CIA
67
Capital Investment Advisors
Georgia
$656K – – –
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$643K +$135K +1,910 +25%
AHC
69
Adell Harriman & Carpenter
Texas
$610K – – –
SCG
70
Sonata Capital Group
Washington
$609K -$42.4K -600 -6%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$583K -$30.4K -430 -5%
M&T Bank
72
M&T Bank
New York
$581K – – –
HNB
73
Huntington National Bank
Ohio
$576K – – –
WCM
74
WealthBridge Capital Management
Ohio
$569K +$14.1K +200 +2%
DC
75
Davenport & Co
Virginia
$569K -$8.97K -127 -1%
1 2
3
4 5

IYC Hedge Fund Activity: Q3 2023 in Review

187 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q3 2023, worth a combined $411M — up 14% from $360M a quarter earlier.

Fund positioning in IYC was balanced in Q3 2023: 25 funds opened new positions, 25 closed out, 42 added to existing stakes and 55 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $67.2M. The largest seller was Quattro Financial Advisors, cutting an estimated $5.15M.

  • 187 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q3 2023, down from 190 in Q2 2023.
  • Funds reported $411M of iShares US Consumer Discretionary ETF stock for Q3 2023, up 14% quarter-over-quarter.
  • 25 funds opened new iShares US Consumer Discretionary ETF positions in Q3 2023 and 25 closed out, a net change of 0 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $67.2M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q3 2023 was Quattro Financial Advisors, an estimated $5.15M sold.

Based on aggregated 13F filings for Q3 2023.