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iShares US Consumer Discretionary ETF

253 hedge funds and large institutions have $2.07B invested in iShares US Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 11

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

241% more capital invested

Capital invested by funds: $607M → $2.07B (+$1.46B)

26% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 57

19% more funds holding

Funds holding: 212253 (+41)

4.99% more ownership

Funds ownership: 54.22%59.22% (+5%)

Holders
253
Holders Change
+41
Holders Change %
+19.34%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
56
Increased
72
Reduced
57
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
101
Jones Financial Companies
Missouri
$684K +$328K +3,510 +98%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$672K +$28.1K +301 +5%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$666K
SG
104
StoneX Group
New York
$646K +$627K +6,722 New
CPC
105
Cookson Peirce & Co
Pennsylvania
$641K +$309K +3,313 +99%
SCG
106
Sonata Capital Group
Washington
$634K
JSSH
107
J. Safra Sarasin Holding
$633K +$614K +6,580 New
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$631K +$20.1K +215 +3%
QCM
109
Quantinno Capital Management
New York
$615K
WCM
110
WealthBridge Capital Management
Ohio
$605K
LSA
111
L & S Advisors
California
$604K -$3.73K -40 -0.6%
BCM
112
Brookstone Capital Management
Illinois
$597K -$5.16M -55,269 -90%
NA
113
Navellier & Associates
Nevada
$589K +$572K +6,131 New
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$588K +$42K +450 +8%
HighTower Advisors
115
HighTower Advisors
Illinois
$576K -$176K -1,884 -24%
SXL
116
Summit X LLC
Missouri
$561K -$17.5K -187 -3%
CWA
117
Canvas Wealth Advisors
Kansas
$537K
William Blair & Company
118
William Blair & Company
Illinois
$537K +$13.1K +140 +3%
WTC
119
WhitTier Trust Company
Nevada
$531K
PWW
120
Pettyjohn Wood & White
Virginia
$529K
PCIA
121
Prime Capital Investment Advisors
Kansas
$524K -$3.92K -42 -0.8%
CB
122
Commerce Bank
Missouri
$517K
EWA
123
EP Wealth Advisors
California
$516K +$110K +1,181 +28%
OCPWS
124
One Charles Private Wealth Services
Massachusetts
$516K +$45.5K +487 +10%
CI
125
CX Institutional
Indiana
$508K +$493K +5,279 New

IYC Hedge Fund Activity: Q4 2024 in Review

253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2024, worth a combined $2.07B — up 241% from $607M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYC positions and 11 closed out — a net gain of 45 holders — while 72 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $112M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $71.8M sold.

  • 253 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2024, up from 212 in Q3 2024.
  • Funds reported $2.07B of iShares US Consumer Discretionary ETF stock for Q4 2024, up 241% quarter-over-quarter.
  • 56 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2024 and 11 closed out, a net change of +45 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q4 2024 was Fidelity International, an estimated $112M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $71.8M sold.

Based on aggregated 13F filings for Q4 2024.