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iShares US Consumer Discretionary ETF
IYC

210 hedge funds and large institutions have $474M invested in iShares US Consumer Discretionary ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% less ownership

Funds ownership: 52.7% → 52.16% (-0.54%)

5% less funds holding

Funds holding: 221 → 210 (-11)

12% less capital invested

Capital invested by funds: $536M → $474M (-$62M)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

29% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 73

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
210
Holders Change
-11
Holders Change %
-4.98%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
23
Increased
52
Reduced
73
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCH
PGIM Custom Harvest
New Jersey
+$24.7M
2
Jane Street
Jane Street
New York
+$2.63M
3
Goldman Sachs
Goldman Sachs
New York
+$2.17M
4
LPL Financial
LPL Financial
California
+$2.16M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$32.4M
2
PRS
Pinkerton Retirement Specialists
Idaho
-$6.76M
3
TC
TownSquare Capital
Utah
-$6.58M
4
NG
Norden Group
Utah
-$6.51M
5
KWA
Kellett Wealth Advisors
Ohio
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
51
Patton Albertson Miller Group
Tennessee
$1.07M – – –
Corient Private Wealth
52
Corient Private Wealth
Florida
$1.06M +$9.78K +123 +1%
SB
53
Simmons Bank
Arkansas
$1.05M – – –
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$1.05M -$40.1K -504 -4%
OAS
55
Optivise Advisory Services
Tennessee
$1.04M +$1.02M +12,794 New
EH
56
Equitable Holdings
New York
$1.03M +$1.91K +24 +0.2%
Citadel Advisors
57
Citadel Advisors
Florida
$1.03M +$783K +9,842 +354%
SSA
58
Schonfeld Strategic Advisors
New York
$1M +$980K +12,326 New
WCM
59
Whitener Capital Management
North Carolina
$985K -$7.79K -98 -0.8%
Citigroup
60
Citigroup
New York
$944K +$840K +10,560 +997%
RPGK
61
Retirement Planning Group (Kansas)
Kansas
$918K +$32.7K +411 +4%
HNB
62
Huntington National Bank
Ohio
$916K – – –
Barclays
63
Barclays
United Kingdom
$894K +$875K +11,005 New
Stifel Financial
64
Stifel Financial
Missouri
$841K -$17.6K -221 -2%
KF
65
KKM Financial
Illinois
$820K -$88.6K -1,114 -10%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$815K +$11.8K +148 +1%
DC
67
Davenport & Co
Virginia
$795K +$43.4K +546 +6%
AIM
68
Anchor Investment Management
South Carolina
$782K -$954 -12 -0.1%
Renaissance Technologies
69
Renaissance Technologies
New York
$780K -$103K -1,300 -12%
CIA
70
Capital Investment Advisors
Georgia
$766K +$16K +201 +2%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$732K +$716K +9,000 New
M&T Bank
72
M&T Bank
New York
$706K – – –
AHC
73
Adell Harriman & Carpenter
Texas
$696K – – –
Comerica Bank
74
Comerica Bank
Texas
$686K +$44.2K +556 +7%
HTC
75
Haverford Trust Company
Pennsylvania
$680K – – –
1 2
3
4 5

IYC Hedge Fund Activity: Q2 2024 in Review

210 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q2 2024, worth a combined $474M — down 12% from $536M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of IYC and 23 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 52 added.

The largest buyer was PGIM Custom Harvest, adding an estimated $24.7M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $32.4M sold.

  • 210 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q2 2024, down from 221 in Q1 2024.
  • Funds reported $474M of iShares US Consumer Discretionary ETF stock for Q2 2024, down 12% quarter-over-quarter.
  • 23 funds opened new iShares US Consumer Discretionary ETF positions in Q2 2024 and 29 closed out, a net change of -6 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q2 2024 was PGIM Custom Harvest, an estimated $24.7M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q2 2024 was Manulife (Manufacturers Life Insurance), an estimated $32.4M sold.

Based on aggregated 13F filings for Q2 2024.