We are live on ! Find out more
IYC icon

iShares US Consumer Discretionary ETF

253 hedge funds and large institutions have $2.07B invested in iShares US Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 11

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

241% more capital invested

Capital invested by funds: $607M → $2.07B (+$1.46B)

26% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 57

19% more funds holding

Funds holding: 212253 (+41)

4.99% more ownership

Funds ownership: 54.22%59.22% (+5%)

Holders
253
Holders Change
+41
Holders Change %
+19.34%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
56
Increased
72
Reduced
57
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
51
Independent Financial Group
California
$2.45M +$2.14M +22,924 +893%
IWA
52
IBEX Wealth Advisors
New Jersey
$2.32M +$2.25M +24,093 New
BWP
53
Balboa Wealth Partners
Arizona
$2.26M +$2.2M +23,551 New
TW
54
TritonPoint Wealth
Maryland
$2.13M -$8.4K -90 -0.4%
MA
55
Mutual Advisors
Nebraska
$1.61M +$97.5K +1,045 +7%
SAM
56
Smartleaf Asset Management
Massachusetts
$1.6M +$144K +1,545 +10%
GT
57
Glenview Trust
Kentucky
$1.58M +$1.53M +16,417 New
CCFM
58
Clear Creek Financial Management
Washington
$1.52M +$1.48M +15,836 New
SS
59
Sunbelt Securities
Texas
$1.51M +$58K +621 +4%
GPA
60
Garrison Point Advisors
California
$1.46M -$11.2K -120 -0.8%
SPIA
61
Steward Partners Investment Advisory
New York
$1.45M +$30.8K +330 +2%
DC
62
Davenport & Co
Virginia
$1.43M +$578K +6,197 +72%
ST
63
Spinnaker Trust
Maine
$1.34M
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$1.32M -$7.56K -81 -0.6%
NA
65
NewEdge Advisors
Louisiana
$1.32M -$8.03K -86 -0.6%
GLA
66
Great Lakes Advisors
Illinois
$1.28M -$54.8K -587 -4%
PAMG
67
Patton Albertson Miller Group
Tennessee
$1.26M
Corient Private Wealth
68
Corient Private Wealth
Florida
$1.26M -$131K -1,401 -10%
OAS
69
Optivise Advisory Services
Tennessee
$1.25M
Truist Financial
70
Truist Financial
North Carolina
$1.22M +$68.1K +730 +6%
Mariner
71
Mariner
Kansas
$1.22M +$74.9K +802 +7%
ANTB
72
AMG National Trust Bank
Colorado
$1.21M -$13.8K -148 -1%
SB
73
Simmons Bank
Arkansas
$1.18M -$46.7K -500 -4%
WCM
74
Whitener Capital Management
North Carolina
$1.14M +$5.51K +59 +0.5%
EH
75
Equitable Holdings
New York
$1.14M -$80K -857 -7%

IYC Hedge Fund Activity: Q4 2024 in Review

253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2024, worth a combined $2.07B — up 241% from $607M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYC positions and 11 closed out — a net gain of 45 holders — while 72 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $112M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $71.8M sold.

  • 253 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2024, up from 212 in Q3 2024.
  • Funds reported $2.07B of iShares US Consumer Discretionary ETF stock for Q4 2024, up 241% quarter-over-quarter.
  • 56 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2024 and 11 closed out, a net change of +45 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q4 2024 was Fidelity International, an estimated $112M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $71.8M sold.

Based on aggregated 13F filings for Q4 2024.