iShares US Consumer Discretionary ETF
173 hedge funds and large institutions have $437M invested in iShares US Consumer Discretionary ETF in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 27 closing their positions.
26% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 27
4% more funds holding
Funds holding: 167 → 173 (+6)
9.58% less ownership
Funds ownership: 230.44% → 220.86% (-9.6%)
13% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 48
18% less capital invested
Capital invested by funds: $536M → $437M (-$99.1M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$15.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$13.1M |
| 3 |
BDS
Banco de Sabadell
Miami,
Florida
|
+$6.84M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$5.42M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$24.3M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$14.6M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$9.32M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
-$7.99M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$7.53M |
IYC Hedge Fund Activity: Q4 2018 in Review
173 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2018, worth a combined $437M — down 18% from $536M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IYC positions and 27 closed out — a net gain of 7 holders — while 42 added to existing stakes and 48 trimmed.
The largest buyer was Ferguson Wellman Capital Management, opening a new position worth an estimated $15.4M. The largest seller was Cornerstone Wealth Management, cutting an estimated $24.3M.
- 173 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2018, up from 167 in Q3 2018.
- Funds reported $437M of iShares US Consumer Discretionary ETF stock for Q4 2018, down 18% quarter-over-quarter.
- 34 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2018 and 27 closed out, a net change of +7 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q4 2018 was Ferguson Wellman Capital Management, an estimated $15.4M added.
- The largest iShares US Consumer Discretionary ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $24.3M sold.
Based on aggregated 13F filings for Q4 2018.