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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

190 hedge funds and large institutions have $360M invested in iShares US Consumer Discretionary ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
190
Holders Change
+8
Holders Change %
+4.4%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
48
Reduced
54
Closed
16
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$4K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$9.19M
2
Bank of America
2
Bank of America
North Carolina
$50.6M
3
SAM
3
Synergy Asset Management
Washington
$3.62M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.04M
5
UBS Group
5
UBS Group
Switzerland
$32.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Barclays
2
Barclays
United Kingdom
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$59.4M
4
QFA
4
Quattro Financial Advisors
Texas
$5.92M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.03M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
101
CoreCap Advisors
Michigan
$318K 4,464 +4,464 New
SIC
102
Samalin Investment Counsel
New York
$317K 4,456 – –
Cerity Partners
103
Cerity Partners
New York
$310K 4,357 -680 -14%
Mariner
104
Mariner
Kansas
$310K 4,350 +1,106 +34%
NSIM
105
North Star Investment Management
Illinois
$306K 4,300 – –
EWA
106
EP Wealth Advisors
California
$306K 7,740 +3,828 +98%
WWM
107
WJ Wealth Management
Arizona
$305K 4,280 +4,280 New
CCFM
108
Clear Creek Financial Management
Washington
$304K 4,274 +4,274 New
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$301K 4,236 -861 -17%
NLG
110
New Legacy Group
New York
$299K 4,200 – –
KPWS
111
Kestra Private Wealth Services
Texas
$291K 4,082 +582 +17%
TFF
112
The Family Firm
Maryland
$289K 4,062 -407 -9%
EBSAM
113
Eubel Brady & Suttman Asset Management
Ohio
$285K 4,000 – –
CSIC
114
Clifford Swan Investment Counsel
California
$285K 4,000 – –
William Blair & Company
115
William Blair & Company
Illinois
$284K 3,997 – –
AWS
116
Atria Wealth Solutions
New York
$276K 3,883 -686 -15%
HIS
117
Harvest Investment Services
Illinois
$271K 3,811 +3,811 New
BFA
118
Beacon Financial Advisory
Ohio
$269K 3,783 +5 +0.1%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$266K 3,787 +3 +0.1%
HighTower Advisors
120
HighTower Advisors
Illinois
$264K 3,699 – –
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$263K 3,699 -120 -3%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$261K 3,670 -30 -0.8%
AAS
123
Avantax Advisory Services
Texas
$253K 3,557 +71 +2%
GSB
124
Greenfield Savings Bank
Massachusetts
$250K 3,512 – –
ETIA
125
Epic Trust Investment Advisors
Washington
$240K 3,376 +3,376 New
3 4
5
6 7