iShares US Consumer Discretionary ETF
123 hedge funds and large institutions have $446M invested in iShares US Consumer Discretionary ETF in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 9 closing their positions.
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more funds holding
Funds holding: 108 → 123 (+15)
2% less capital invested
Capital invested by funds: $455M → $446M (-$8.65M)
12.65% less ownership
Funds ownership: 205.83% → 193.18% (-13%)
17% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.96M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3M |
| 3 |
SG Americas Securities
New York
|
+$2.88M |
| 4 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$2.7M |
| 5 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$2.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$10.7M |
| 2 |
Jane Street
New York
|
-$8.34M |
| 3 |
Goldman Sachs
New York
|
-$7.44M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
-$6.19M |
| 5 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
-$3.77M |
IYC Hedge Fund Activity: Q4 2016 in Review
123 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2016, worth a combined $446M — down 1.9% from $455M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IYC positions and 9 closed out — a net gain of 16 holders — while 35 added to existing stakes and 42 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.96M. The largest seller was AssetMark Inc, cutting an estimated $10.7M.
- 123 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2016, up from 108 in Q3 2016.
- Funds reported $446M of iShares US Consumer Discretionary ETF stock for Q4 2016, down 1.9% quarter-over-quarter.
- 25 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2016 and 9 closed out, a net change of +16 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q4 2016 was Cambridge Investment Research Advisors, an estimated $3.96M added.
- The largest iShares US Consumer Discretionary ETF seller in Q4 2016 was AssetMark Inc, an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2016.