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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

176 hedge funds and large institutions have $573M invested in iShares US Consumer Discretionary ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
3.56%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.14%
New
23
Increased
50
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
Howard Capital Management
Georgia
+$22.9M
2
BDS
Banco de Sabadell
Florida
+$7.97M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.76M
4
BCM
Brookstone Capital Management
Illinois
+$4.03M
5
Bank of America
Bank of America
North Carolina
+$3.98M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$49.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.84M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.48M
4
Goldman Sachs
Goldman Sachs
New York
-$5.25M
5
Wells Fargo
Wells Fargo
California
-$4.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$621K +$8.5K +136 +1%
CIA
77
Capital Investment Advisors
Georgia
$615K -$43.7K -700 -7%
CS
78
Comerica Securities
Michigan
$596K -$20.5K -328 -3%
KAS
79
Kestra Advisory Services
Texas
$596K +$596K +116 New
SS
80
Sunbelt Securities
Texas
$568K +$77K +1,232 +16%
GWM
81
Geneos Wealth Management
Colorado
$551K -$16.1K -264 -3%
CFA
82
Carroll Financial Associates
North Carolina
$532K +$16K +256 +3%
M&T Bank
83
M&T Bank
New York
$526K – – –
PP
84
Patten & Patten
Tennessee
$512K +$27.5K +440 +6%
CAG
85
Csenge Advisory Group
Florida
$498K +$498K +7,968 New
LWM
86
Laidlaw Wealth Management
New York
$489K +$257K +4,112 +111%
GM
87
GeoWealth Management
Illinois
$474K +$474K +7,560 New
IWM
88
IHT Wealth Management
Illinois
$470K -$4.25K -68 -0.9%
Citigroup
89
Citigroup
New York
$470K +$14.5K +232 +3%
PIMG
90
Patriot Investment Management Group
Tennessee
$453K +$77.4K +1,240 +21%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$450K – – –
Cerity Partners
92
Cerity Partners
New York
$450K – – –
KPW
93
Kore Private Wealth
New York
$416K +$195K +3,112 +88%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$411K – – –
PD
95
Planning Directions
Pennsylvania
$401K -$20.3K -324 -5%
CWM
96
Chesapeake Wealth Management
Virginia
$400K – – –
SI
97
Stephens Inc
Arkansas
$392K +$500 +8 +0.1%
CB
98
Commerce Bank
Missouri
$388K – – –
SC
99
Scotia Capital
Ontario, Canada
$381K -$250 -4 -0.1%
Creative Planning
100
Creative Planning
Kansas
$362K +$20.8K +332 +6%
2 3
4
5 6