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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

220 hedge funds and large institutions have $534M invested in iShares US Consumer Discretionary ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+6
Holders Change %
+2.8%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
56
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$32.4M
2
PFS
Prospera Financial Services
Texas
+$8.9M
3
NG
Norden Group
Utah
+$6.51M
4
MSAM
Moloney Securities Asset Management
Missouri
+$4.03M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.61M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$68.1M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$14.4M
3
CW
Connectus Wealth
Ohio
-$4.51M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.91M
5
Goldman Sachs
Goldman Sachs
New York
-$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFW
101
Horizon Family Wealth
Illinois
$537K +$109K +1,328 +25%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$535K +$82 +1 +0%
SXL
103
Summit X LLC
Missouri
$534K -$2.21K -27 -0.4%
NA
104
Navellier & Associates
Nevada
$514K +$19.3K +235 +4%
CA
105
CoreCap Advisors
Michigan
$507K +$233K +2,838 +85%
SFI
106
SPC Financial Inc
Maryland
$502K -$10.1K -123 -2%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$487K -$19.7K -240 -4%
Mariner
108
Mariner
Kansas
$476K -$851K -10,377 -64%
WTC
109
WhitTier Trust Company
Nevada
$452K – – –
PWW
110
Pettyjohn Wood & White
Virginia
$451K – – –
PCIA
111
Prime Capital Investment Advisors
Kansas
$450K -$2.21K -27 -0.5%
Two Sigma Investments
112
Two Sigma Investments
New York
$443K -$41K -500 -8%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$442K +$5.57K +68 +1%
CB
114
Commerce Bank
Missouri
$441K – – –
CWA
115
Canvas Wealth Advisors
Kansas
$432K – – –
PIMG
116
Patriot Investment Management Group
Tennessee
$428K – – –
BCWM
117
Bartlett & Co Wealth Management
Ohio
$424K – – –
CWM
118
Chesapeake Wealth Management
Virginia
$407K -$7.54K -92 -2%
CCM
119
Coldstream Capital Management
Washington
$404K – – –
HighTower Advisors
120
HighTower Advisors
Illinois
$402K -$23.5K -286 -6%
KPWS
121
Kestra Private Wealth Services
Texas
$396K +$246 +3 +0.1%
BRWA
122
B. Riley Wealth Advisors
Florida
$394K -$872 -13 -0.2%
AFWM
123
AMJ Financial Wealth Management
Virginia
$391K +$391K +4,775 New
William Blair & Company
124
William Blair & Company
Illinois
$380K +$4.1K +50 +1%
PD
125
Planning Directions
Pennsylvania
$378K +$492 +6 +0.1%
3 4
5
6 7