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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

175 hedge funds and large institutions have $485M invested in iShares US Consumer Discretionary ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
40
Reduced
52
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BDS
Banco de Sabadell
Florida
$12.5M
2
QA
Quantitative Advantage
Minnesota
$7.73M
3
CS
Credit Suisse
Switzerland
$5.23M
4
Deutsche Bank
Deutsche Bank
Germany
$4.68M
5
AG
Advisor Group
Arizona
$5.54M

Top Sellers

1
GC
Grimes & Company
Massachusetts
$0
2
PWAG
Polaris Wealth Advisory Group
California
$0
3
Morgan Stanley
Morgan Stanley
New York
$80.9M
4
PP
Prudential plc
United Kingdom
$0
5
Ameriprise
Ameriprise
Minnesota
$7.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
126
Financial Gravity Asset Management
Texas
$195K -$70.2K -1,288 -26%
EWM
127
Executive Wealth Management
Michigan
$187K +$66.5K +1,224 +55%
BFEC
128
Benjamin F. Edwards & Company
Missouri
$156K +$45.4K +836 +41%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$134K -$4.36K -80 -3%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$133K – – –
RCA
131
Rowland Carmichael Advisors
Arizona
$115K – – –
FRA
132
Front Row Advisors
California
$109K – – –
SFA
133
Semmax Financial Advisors
North Carolina
$107K – – –
SSB
134
Sandy Spring Bank
Maryland
$96K -$17.5K -320 -15%
WEC
135
Winslow Evans & Crocker
Massachusetts
$96K – – –
TPWA
136
TRUE Private Wealth Advisors
Oregon
$88K +$88K +1,620 New
RIA
137
Realta Investment Advisors
Delaware
$87K -$21.8K -400 -20%
CFGS
138
Concourse Financial Group Securities
Alabama
$84K – – –
CFD
139
Creative Financial Designs
Indiana
$68K – – –
MWM
140
Mascoma Wealth Management
New Hampshire
$54K – – –
GAM
141
Gemmer Asset Management
California
$53K – – –
BWA
142
BDO Wealth Advisors
Florida
$51K -$10.9K -200 -18%
CCM
143
Cribstone Capital Management
Maine
$44K -$11K -200 -20%
MCM
144
MV Capital Management
Maryland
$43K – – –
NFG
145
Next Financial Group
Texas
$41K +$8.63K +160 +27%
SFSIG
146
San Francisco Sentry Investment Group
California
$40K – – –
CIA
147
Cascade Investment Advisors
Oregon
$38.1K +$38.1K +700 New
SBL
148
Sargent Bickham Lagudis
Colorado
$37K – – –
RCAG
149
Rehmann Capital Advisory Group
Michigan
$32.9K – – –
HPC
150
HM Payson & Co
Maine
$29K +$29K +532 New
4 5
6
7 8