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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

187 hedge funds and large institutions have $411M invested in iShares US Consumer Discretionary ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 25 closing their positions.

Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
42
Reduced
55
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.44M
3
LPL Financial
3
LPL Financial
California
$12M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.81M
5
Jane Street
5
Jane Street
New York
$2.2M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$684K
2
SAM
2
Synergy Asset Management
Washington
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$53.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$753K
5
CW
5
CreativeOne Wealth
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
101
Chesapeake Wealth Management
Virginia
$339K 5,062 -75 -1%
CCM
102
Coldstream Capital Management
Washington
$330K 4,932 – –
Mariner
103
Mariner
Kansas
$329K 4,921 +571 +13%
KPWS
104
Kestra Private Wealth Services
Texas
$320K 4,782 +700 +17%
PD
105
Planning Directions
Pennsylvania
$308K 4,595 -86 -2%
EWA
106
EP Wealth Advisors
California
$293K 4,383 -3,357 -43%
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$293K 4,377 -146 -3%
PCA
108
Prosperity Capital Advisors
Ohio
$288K 4,303 -1,178 -21%
NSIM
109
North Star Investment Management
Illinois
$288K 4,300 – –
WWM
110
WJ Wealth Management
Arizona
$287K 4,280 – –
BFA
111
Beacon Financial Advisory
Ohio
$286K 4,273 +490 +13%
TIAA Trust, National Association
112
TIAA Trust, National Association
North Carolina
$285K 4,260 +4,260 New
SIC
113
Samalin Investment Counsel
New York
$284K 4,235 -221 -5%
William Blair & Company
114
William Blair & Company
Illinois
$283K 4,226 +229 +6%
NLG
115
New Legacy Group
New York
$281K 4,200 – –
JPMPWA
116
J.P. Morgan Private Wealth Advisors
California
$278K 4,158 -78 -2%
EBSAM
117
Eubel Brady & Suttman Asset Management
Ohio
$268K 4,000 – –
CSIC
118
Clifford Swan Investment Counsel
California
$268K 4,000 – –
AWS
119
Atria Wealth Solutions
New York
$254K 3,793 -90 -2%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$253K 3,787 – –
MWM
121
Maltin Wealth Management
New Jersey
$249K 3,727 +807 +28%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$248K 3,699 – –
HighTower Advisors
123
HighTower Advisors
Illinois
$247K 3,699 – –
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$246K 3,673 +3,673 New
Baird Financial Group
125
Baird Financial Group
Wisconsin
$245K 3,663 -7 -0.2%
3 4
5
6 7