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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
CB
101
Commerce Bank
Missouri
$437K
BFEC
102
Benjamin F. Edwards & Company
Missouri
$431K +$37.6K +566 +10%
LWAC
103
Laurel Wealth Advisors (California)
California
$422K +$81.2K +1,223 +26%
SC
104
Scotia Capital
Ontario, Canada
$415K -$13.9K -209 -3%
GWM
105
Geneos Wealth Management
Colorado
$405K -$239K -3,596 -40%
PWW
106
Pettyjohn Wood & White
Virginia
$397K
PIMG
107
Patriot Investment Management Group
Tennessee
$394K -$111K -1,665 -23%
SAM
108
Strategy Asset Managers
California
$392K +$30.3K +456 +9%
WTC
109
WhitTier Trust Company
Nevada
$389K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$376K +$13.3K +200 +4%
Creative Planning
111
Creative Planning
Kansas
$375K -$31.3K -472 -8%
AA
112
AlphaMark Advisors
Kentucky
$375K +$353K +5,320 New
IFG
113
Independent Financial Group
California
$373K +$20.3K +306 +6%
RWA
114
Redhawk Wealth Advisors
Minnesota
$363K -$31.8K -479 -9%
FFN
115
Focus Financial Network
Minnesota
$361K +$112K +1,693 +49%
SFS
116
Sowell Financial Services
Arkansas
$359K +$319K +4,806 +1,646%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$353K
HighTower Advisors
118
HighTower Advisors
Illinois
$345K
SIC
119
Samalin Investment Counsel
New York
$341K
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$338K
KPW
121
Kore Private Wealth
New York
$335K -$126K -1,904 -29%
JMPWA
122
JP Morgan Private Wealth Advisors
California
$325K
AIP
123
ARS Investment Partners
New York
$322K
DY
124
Dowling & Yahnke
California
$321K
OC
125
Oppenheimer & Co
New York
$318K +$2.39K +36 +0.8%

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.