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iShares US Consumer Discretionary ETF

196 hedge funds and large institutions have $671M invested in iShares US Consumer Discretionary ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

17% more capital invested

Capital invested by funds: $574M → $671M (+$97.6M)

11% more funds holding

Funds holding: 177196 (+19)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

167.73% less ownership

Funds ownership: 221.4%53.67% (-168%)

Holders
196
Holders Change
+19
Holders Change %
+10.73%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
29
Increased
65
Reduced
49
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
76
Dakota Wealth Management
Florida
$724K
PAG
77
Private Advisor Group
New Jersey
$722K +$19.8K +298 +3%
CIA
78
Capital Investment Advisors
Georgia
$705K +$9.96K +150 +2%
IFS
79
Ifrah Financial Services
Arkansas
$694K -$22.5K -339 -3%
NA
80
Navellier & Associates
Nevada
$655K -$100K -1,508 -14%
EWA
81
EP Wealth Advisors
California
$644K -$71.4K -1,075 -11%
SS
82
Sunbelt Securities
Texas
$641K +$66 +1 +0%
CS
83
Comerica Securities
Michigan
$636K -$33.9K -511 -5%
MCC
84
Money Concepts Capital
Florida
$633K +$597K +8,983 New
SS
85
Simplicity Solutions
Minnesota
$630K +$242K +3,641 +69%
WAS
86
WESPAC Advisors SoCal
California
$594K -$93.9K -1,414 -14%
M&T Bank
87
M&T Bank
New York
$594K
CAG
88
Csenge Advisory Group
Florida
$569K +$6.84K +103 +1%
LWM
89
Laidlaw Wealth Management
New York
$567K +$14.1K +212 +3%
Citigroup
90
Citigroup
New York
$553K +$21.2K +319 +4%
PP
91
Patten & Patten
Tennessee
$548K -$27.9K -420 -5%
CFA
92
Carroll Financial Associates
North Carolina
$545K -$51.9K -782 -9%
IWM
93
IHT Wealth Management
Illinois
$531K +$996 +15 +0.2%
BDWM
94
Brewin Dolphin Wealth Management
Ireland
$513K +$207K +3,120 +75%
Cerity Partners
95
Cerity Partners
New York
$508K
Renaissance Technologies
96
Renaissance Technologies
New York
$486K +$458K +6,900 New
CWM
97
Chesapeake Wealth Management
Virginia
$451K -$531 -8 -0.1%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$450K -$1.16M -17,400 -75%
PD
99
Planning Directions
Pennsylvania
$450K -$2.19K -33 -0.5%
SI
100
Stephens Inc
Arkansas
$443K +$598 +9 +0.1%

IYC Hedge Fund Activity: Q4 2020 in Review

196 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2020, worth a combined $671M — up 17% from $574M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYC positions and 7 closed out — a net gain of 22 holders — while 65 added to existing stakes and 49 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $8.27M. The largest seller was Royal Bank of Canada, cutting an estimated $5.08M.

  • 196 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2020, up from 177 in Q3 2020.
  • Funds reported $671M of iShares US Consumer Discretionary ETF stock for Q4 2020, up 17% quarter-over-quarter.
  • 29 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2020 and 7 closed out, a net change of +22 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q4 2020 was Cetera Investment Advisers, an estimated $8.27M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $5.08M sold.

Based on aggregated 13F filings for Q4 2020.