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iShares US Consumer Discretionary ETF

253 hedge funds and large institutions have $2.07B invested in iShares US Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 11

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

241% more capital invested

Capital invested by funds: $607M → $2.07B (+$1.46B)

26% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 57

19% more funds holding

Funds holding: 212253 (+41)

4.99% more ownership

Funds ownership: 54.22%59.22% (+5%)

Holders
253
Holders Change
+41
Holders Change %
+19.34%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
56
Increased
72
Reduced
57
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
76
Tudor Financial
Ohio
$1.09M +$1.06M +11,351 New
VCM
77
Virtue Capital Management
Tennessee
$1.06M -$197K -2,107 -16%
AWM
78
Ameliora Wealth Management
Switzerland
$1.06M +$1.03M +11,000 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$1.03M -$14.4K -154 -1%
SA
80
Sanctuary Advisors
Indiana
$1.02M -$666K -7,141 -41%
HNB
81
Huntington National Bank
Ohio
$1.01M
USCWA
82
U.S. Capital Wealth Advisors
Texas
$990K +$961K +10,297 New
P
83
&Partners
Tennessee
$988K +$952K +10,202 New
KF
84
KKM Financial
Illinois
$983K
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$958K +$930K +9,960 New
AIM
86
Anchor Investment Management
South Carolina
$905K -$19.5K -209 -2%
CIA
87
Capital Investment Advisors
Georgia
$904K +$93 +1 +0%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$861K -$40.3K -432 -5%
YCG
89
Yeomans Consulting Group
Georgia
$852K +$827K +8,864 New
Creative Planning
90
Creative Planning
Kansas
$845K +$12.2K +131 +2%
M&T Bank
91
M&T Bank
New York
$835K
AHC
92
Adell Harriman & Carpenter
Texas
$823K
Bank of New York Mellon
93
Bank of New York Mellon
New York
$816K +$278K +2,979 +54%
Comerica Bank
94
Comerica Bank
Texas
$811K -$5.79K -62 -0.7%
HTC
95
Haverford Trust Company
Pennsylvania
$805K
PP
96
Patten & Patten
Tennessee
$772K -$18.2K -195 -2%
WA
97
WESPAC Advisors
California
$749K +$727K +7,792 New
PS
98
Principal Securities
Iowa
$742K -$3.83K -41 -0.5%
FIA
99
Foundations Investment Advisors
Arizona
$727K +$706K +7,567 New
LWM
100
Laidlaw Wealth Management
New York
$718K -$5.6K -60 -0.8%

IYC Hedge Fund Activity: Q4 2024 in Review

253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2024, worth a combined $2.07B — up 241% from $607M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYC positions and 11 closed out — a net gain of 45 holders — while 72 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $112M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $71.8M sold.

  • 253 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2024, up from 212 in Q3 2024.
  • Funds reported $2.07B of iShares US Consumer Discretionary ETF stock for Q4 2024, up 241% quarter-over-quarter.
  • 56 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2024 and 11 closed out, a net change of +45 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q4 2024 was Fidelity International, an estimated $112M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $71.8M sold.

Based on aggregated 13F filings for Q4 2024.