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iShares US Consumer Discretionary ETF

238 hedge funds and large institutions have $845M invested in iShares US Consumer Discretionary ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 61 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 61

4.65% more ownership

Funds ownership: 59.22%63.87% (+4.7%)

6% less funds holding

Funds holding: 253238 (-15)

16% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 43

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

59% less capital invested

Capital invested by funds: $2.07B → $845M (-$1.23B)

Holders
238
Holders Change
-15
Holders Change %
-5.93%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
74
Reduced
61
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
101
Muirfield Wealth Advisors
North Carolina
$634K +$685K +7,179 New
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$612K
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$607K -$11.4K -119 -2%
BCWM
104
Bartlett & Co Wealth Management
Ohio
$590K +$144K +1,512 +29%
BWS
105
Buck Wealth Strategies
Colorado
$587K +$634K +6,646 New
SCG
106
Sonata Capital Group
Washington
$583K
CPC
107
Cookson Peirce & Co
Pennsylvania
$567K -$24K -251 -4%
QCM
108
Quantinno Capital Management
New York
$559K -$6.58K -69 -1%
SEIA
109
Signature Estate & Investment Advisors
California
$557K +$602K +6,308 New
GWM
110
Geneos Wealth Management
Colorado
$551K +$447K +4,680 +300%
BCM
111
Brookstone Capital Management
Illinois
$522K -$29K -304 -5%
FA
112
Fountainhead AM
New Jersey
$521K +$562K +5,893 New
WCM
113
WealthBridge Capital Management
Ohio
$514K -$45.4K -476 -8%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$503K -$39.3K -412 -7%
AHC
115
Adell Harriman & Carpenter
Texas
$491K -$286K -3,000 -35%
WTC
116
WhitTier Trust Company
Nevada
$488K
PWW
117
Pettyjohn Wood & White
Virginia
$486K
William Blair & Company
118
William Blair & Company
Illinois
$484K -$10.2K -107 -2%
CWA
119
Canvas Wealth Advisors
Kansas
$475K
EWA
120
EP Wealth Advisors
California
$474K
GT
121
Glenview Trust
Kentucky
$470K -$1.06M -11,101 -68%
PIMG
122
Patriot Investment Management Group
Tennessee
$461K +$95 +1 +0%
CB
123
Commerce Bank
Missouri
$458K -$18.1K -190 -4%
CA
124
CoreCap Advisors
Michigan
$446K -$3.06M -32,120 -86%
SXL
125
Summit X LLC
Missouri
$442K -$78.8K -826 -14%

IYC Hedge Fund Activity: Q1 2025 in Review

238 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q1 2025, worth a combined $845M — down 59% from $2.07B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of IYC and 36 opened new positions — a net loss of 7 holders — while 61 trimmed existing stakes and 74 added.

The largest buyer was Harel Insurance Investments & Financial Services, opening a new position worth an estimated $126M. The largest seller was Fidelity International, exiting entirely with an estimated $115M sold.

  • 238 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q1 2025, down from 253 in Q4 2024.
  • Funds reported $845M of iShares US Consumer Discretionary ETF stock for Q1 2025, down 59% quarter-over-quarter.
  • 36 funds opened new iShares US Consumer Discretionary ETF positions in Q1 2025 and 43 closed out, a net change of -7 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q1 2025 was Harel Insurance Investments & Financial Services, an estimated $126M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q1 2025 was Fidelity International, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2025.