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iShares US Consumer Discretionary ETF
IYC

167 hedge funds and large institutions have $536M invested in iShares US Consumer Discretionary ETF in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

19% more capital invested

Capital invested by funds: $450M → $536M (+$85.7M)

14% more funds holding

Funds holding: 146 → 167 (+21)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7.25% less ownership

Funds ownership: 237.69% → 230.44% (-7.3%)

Holders
167
Holders Change
+21
Holders Change %
+14.38%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
52
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.86M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$8.42M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$6.94M
4
PFA
Pinnacle Family Advisors
Missouri
+$5.73M
5
Goldman Sachs
Goldman Sachs
New York
+$5.3M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$9.37M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.8M
3
Bank of America
Bank of America
North Carolina
-$6.02M
4
BDS
Banco de Sabadell
Florida
-$4.69M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$132K +$3.26K +64 +3%
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$129K +$124K +2,436 New
SSB
128
Sandy Spring Bank
Maryland
$112K -$17.3K -340 -14%
RCA
129
Rowland Carmichael Advisors
Arizona
$112K – – –
MCM
130
MV Capital Management
Maryland
$95K – – –
WEC
131
Winslow Evans & Crocker
Massachusetts
$92K – – –
TPWA
132
TRUE Private Wealth Advisors
Oregon
$86K +$82.6K +1,620 New
IA
133
IFP Advisors
Florida
$85K +$30.6K +600 +59%
AP
134
Advisors Preferred
Maryland
$81K +$78.3K +1,536 New
CFD
135
Creative Financial Designs
Indiana
$75K – – –
BWA
136
BDO Wealth Advisors
Florida
$60K – – –
SPIA
137
Steward Partners Investment Advisory
New York
$57K – – –
CCM
138
Cribstone Capital Management
Maine
$53K – – –
MWM
139
Mascoma Wealth Management
New Hampshire
$53K – – –
SFSIG
140
San Francisco Sentry Investment Group
California
$52K – – –
GAM
141
Gemmer Asset Management
California
$51K +$204 +4 +0.4%
NCM
142
Nelson Capital Management
California
$40K – – –
ASN
143
Advisory Services Network
Georgia
$36K -$6.12K -120 -15%
SBL
144
Sargent Bickham Lagudis
Colorado
$36K – – –
RCAG
145
Rehmann Capital Advisory Group
Michigan
$33.9K – – –
NFG
146
Next Financial Group
Texas
$32K +$30.6K +600 New
GP
147
Girard Partners
Pennsylvania
$28K +$27.7K +544 New
VIA
148
Vantage Investment Advisors
Pennsylvania
$20K – – –
UBS AM
149
UBS AM
Illinois
$18.6K – – –
VFA
150
Valeo Financial Advisors
Indiana
$18K – – –
3 4 5
6
7

IYC Hedge Fund Activity: Q3 2018 in Review

167 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q3 2018, worth a combined $536M — up 19% from $450M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IYC positions and 6 closed out — a net gain of 21 holders — while 52 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.86M. The largest seller was Cornerstone Wealth Management, cutting an estimated $9.37M.

  • 167 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q3 2018, up from 146 in Q2 2018.
  • Funds reported $536M of iShares US Consumer Discretionary ETF stock for Q3 2018, up 19% quarter-over-quarter.
  • 27 funds opened new iShares US Consumer Discretionary ETF positions in Q3 2018 and 6 closed out, a net change of +21 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q3 2018 was Morgan Stanley, an estimated $9.86M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $9.37M sold.

Based on aggregated 13F filings for Q3 2018.