iShares US Consumer Discretionary ETF
140 hedge funds and large institutions have $421M invested in iShares US Consumer Discretionary ETF in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 9 closing their positions.
189% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more funds holding
Funds holding: 124 → 140 (+16)
12% more capital invested
Capital invested by funds: $375M → $421M (+$45.2M)
2.93% more ownership
Funds ownership: 217.33% → 220.26% (+2.9%)
18% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$14M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$11.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.9M |
| 5 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$5.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$43.7M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.1M |
| 3 |
Morgan Stanley
New York
|
-$3.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3M |
| 5 |
TSS
Two Sigma Securities
New York
|
-$2.74M |
IYC Hedge Fund Activity: Q4 2017 in Review
140 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2017, worth a combined $421M — up 12% from $375M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IYC positions and 9 closed out — a net gain of 17 holders — while 36 added to existing stakes and 44 trimmed.
The largest buyer was Piershale Financial Group, opening a new position worth an estimated $14M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $43.7M.
- 140 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2017, up from 124 in Q3 2017.
- Funds reported $421M of iShares US Consumer Discretionary ETF stock for Q4 2017, up 12% quarter-over-quarter.
- 26 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2017 and 9 closed out, a net change of +17 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q4 2017 was Piershale Financial Group, an estimated $14M added.
- The largest iShares US Consumer Discretionary ETF seller in Q4 2017 was Manulife (Manufacturers Life Insurance), an estimated $43.7M sold.
Based on aggregated 13F filings for Q4 2017.