iShares US Consumer Discretionary ETF
221 hedge funds and large institutions have $536M invested in iShares US Consumer Discretionary ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 23 closing their positions.
35% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 23
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
3% more funds holding
Funds holding: 215 → 221 (+6)
2% more capital invested
Capital invested by funds: $524M → $536M (+$11.6M)
5.54% less ownership
Funds ownership: 58.25% → 52.7% (-5.5%)
18% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$30.8M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$8.46M |
| 3 |
NG
Norden Group
Provo,
Utah
|
+$6.19M |
| 4 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$3.83M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$64.8M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$14.4M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$4.51M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.72M |
| 5 |
Goldman Sachs
New York
|
-$2.52M |
IYC Hedge Fund Activity: Q1 2024 in Review
221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q1 2024, worth a combined $536M — up 2.2% from $524M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IYC positions and 23 closed out — a net gain of 8 holders — while 56 added to existing stakes and 68 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $30.8M. The largest seller was Morgan Stanley, cutting an estimated $64.8M.
- 221 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q1 2024, up from 215 in Q4 2023.
- Funds reported $536M of iShares US Consumer Discretionary ETF stock for Q1 2024, up 2.2% quarter-over-quarter.
- 31 funds opened new iShares US Consumer Discretionary ETF positions in Q1 2024 and 23 closed out, a net change of +8 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $30.8M added.
- The largest iShares US Consumer Discretionary ETF seller in Q1 2024 was Morgan Stanley, an estimated $64.8M sold.
Based on aggregated 13F filings for Q1 2024.