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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

220 hedge funds and large institutions have $534M invested in iShares US Consumer Discretionary ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+6
Holders Change %
+2.8%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
56
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$32.4M
2
PFS
Prospera Financial Services
Texas
+$8.9M
3
NG
Norden Group
Utah
+$6.51M
4
MSAM
Moloney Securities Asset Management
Missouri
+$4.03M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.61M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$68.1M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$14.4M
3
CW
Connectus Wealth
Ohio
-$4.51M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.91M
5
Goldman Sachs
Goldman Sachs
New York
-$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
76
Outlook Wealth Advisors
Texas
$807K +$807K +9,845 New
AIM
77
Anchor Investment Management
South Carolina
$790K -$5.16K -63 -0.6%
DC
78
Davenport & Co
Virginia
$757K +$116K +1,416 +18%
CIA
79
Capital Investment Advisors
Georgia
$756K -$36.3K -443 -5%
M&T Bank
80
M&T Bank
New York
$712K – – –
WA
81
WESPAC Advisors
California
$703K +$241K +2,937 +52%
AHC
82
Adell Harriman & Carpenter
Texas
$702K -$45.2K -552 -6%
AWS
83
Atria Wealth Solutions
New York
$696K +$366K +4,459 +111%
PP
84
Patten & Patten
Tennessee
$688K +$56.1K +685 +9%
HTC
85
Haverford Trust Company
Pennsylvania
$686K – – –
Creative Planning
86
Creative Planning
Kansas
$662K +$328 +4 +0%
ES
87
Eagle Strategies
New York
$653K +$653K +7,961 New
Comerica Bank
88
Comerica Bank
Texas
$646K +$574 +7 +0.1%
CA
89
Cetera Advisors
Colorado
$644K +$644K +7,859 New
WCM
90
WealthBridge Capital Management
Ohio
$639K -$58.4K -712 -8%
SCG
91
Sonata Capital Group
Washington
$623K – – –
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$611K -$177K -2,157 -22%
LWM
93
Laidlaw Wealth Management
New York
$588K – – –
ASN
94
Advisory Services Network
Georgia
$587K -$412K -5,027 -41%
SPC
95
Sigma Planning Corp
Michigan
$582K +$582K +7,095 New
PS
96
Principal Securities
Iowa
$579K +$13K +159 +2%
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$568K +$568K +6,924 New
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$560K -$1.46M -17,773 -72%
MWM
99
Meridian Wealth Management
Kentucky
$540K +$82 +1 +0%
LSA
100
L & S Advisors
California
$539K +$539K +6,576 New
2 3
4
5 6