iShares US Consumer Discretionary ETF
203 hedge funds and large institutions have $735M invested in iShares US Consumer Discretionary ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 20 closing their positions.
1.21% more ownership
Funds ownership: 54.65% → 55.86% (+1.2%)
1% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 67
3% less funds holding
Funds holding: 210 → 203 (-7)
5% less capital invested
Capital invested by funds: $776M → $735M (-$41.1M)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$50.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.12M |
| 4 |
Bank of New York Mellon
New York
|
+$2.91M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$26.6M |
| 2 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$21.1M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$13.3M |
| 4 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$11.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8.36M |
IYC Hedge Fund Activity: Q3 2021 in Review
203 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q3 2021, worth a combined $735M — down 5.3% from $776M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of IYC and 15 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 66 added.
The largest buyer was Citigroup, adding an estimated $50.9M. The largest seller was Royal Bank of Canada, cutting an estimated $26.6M.
- 203 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q3 2021, down from 210 in Q2 2021.
- Funds reported $735M of iShares US Consumer Discretionary ETF stock for Q3 2021, down 5.3% quarter-over-quarter.
- 15 funds opened new iShares US Consumer Discretionary ETF positions in Q3 2021 and 20 closed out, a net change of -5 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q3 2021 was Citigroup, an estimated $50.9M added.
- The largest iShares US Consumer Discretionary ETF seller in Q3 2021 was Royal Bank of Canada, an estimated $26.6M sold.
Based on aggregated 13F filings for Q3 2021.