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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

182 hedge funds and large institutions have $337M invested in iShares US Consumer Discretionary ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
41
Reduced
64
Closed
14
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.8M
2
NA
2
NewEdge Advisors
Louisiana
$2.27M
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$1.35M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.33M
5
Jane Street
5
Jane Street
New York
$1.42M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$152K
2
Bank of America
2
Bank of America
North Carolina
$37.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.5M
4
UBS Group
4
UBS Group
Switzerland
$26.5M
5
BAAM
5
Baker Avenue Asset Management
California
$125K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$390K +$41.4K +639 +12%
M&T Bank
77
M&T Bank
New York
$388K +$65 +1 +0%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$385K -$56.3K -870 -13%
CWA
79
Canvas Wealth Advisors
Kansas
$361K -$129K -2,020 -26%
WTC
80
WhitTier Trust Company
Nevada
$357K – – –
PWW
81
Pettyjohn Wood & White
Virginia
$356K – – –
PCA
82
Prosperity Capital Advisors
Ohio
$353K -$14.6K -225 -4%
CB
83
Commerce Bank
Missouri
$348K – – –
PIMG
84
Patriot Investment Management Group
Tennessee
$338K – – –
BCWM
85
Bartlett & Co Wealth Management
Ohio
$334K – – –
CWM
86
Chesapeake Wealth Management
Virginia
$334K +$323 +5 +0.1%
BC
87
Bartlett & Co
Ohio
$334K – – –
JPMPWA
88
J.P. Morgan Private Wealth Advisors
California
$330K -$283K -4,376 -46%
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$326K +$453 +7 +0.1%
Cerity Partners
90
Cerity Partners
New York
$326K +$31.1K +480 +11%
PD
91
Planning Directions
Pennsylvania
$317K +$582 +9 +0.2%
CCA
92
Cadent Capital Advisors
Oklahoma
$317K +$647 +10 +0.2%
BS
93
Banco Santander
Spain
$314K -$45.3K -700 -13%
TF
94
TIAA FSB
Florida
$313K – – –
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$306K +$297K +4,586 +3,347%
TFS
96
Thoroughbred Financial Services
Tennessee
$301K – – –
AWS
97
Atria Wealth Solutions
New York
$296K -$180K -2,784 -38%
TFF
98
The Family Firm
Maryland
$289K +$647 +10 +0.2%
SIC
99
Samalin Investment Counsel
New York
$288K +$14.8K +229 +5%
SPIA
100
Steward Partners Investment Advisory
New York
$278K -$132K -2,044 -32%
2 3
4
5 6