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iShares US Consumer Discretionary ETF
IYC

177 hedge funds and large institutions have $574M invested in iShares US Consumer Discretionary ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $531M → $574M (+$42.8M)

6% more funds holding

Funds holding: 167 → 177 (+10)

4% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 49

4.55% less ownership

Funds ownership: 225.95% → 221.4% (-4.5%)

Holders
177
Holders Change
+10
Holders Change %
+5.99%
% of All Funds
3.57%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.14%
New
23
Increased
51
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
+$22.1M
2
BDS
Banco de Sabadell
Florida
+$7.73M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.57M
4
BCM
Brookstone Capital Management
Illinois
+$3.89M
5
Bank of America
Bank of America
North Carolina
+$3.85M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$49.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.51M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.19M
4
Goldman Sachs
Goldman Sachs
New York
-$5.07M
5
Wells Fargo
Wells Fargo
California
-$4.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
126
Brewin Dolphin Wealth Management
Ireland
$260K – – –
CSIC
127
Clifford Swan Investment Counsel
California
$250K – – –
EBSAM
128
Eubel Brady & Suttman Asset Management
Ohio
$250K – – –
SFG
129
Sowa Financial Group
Rhode Island
$244K -$5.07K -84 -2%
BFA
130
Beacon Financial Advisory
Ohio
$242K +$9.91K +164 +4%
AMG
131
Advisors Management Group
Wisconsin
$238K – – –
SBSB
132
Sullivan, Bruyette, Speros & Blaney
Virginia
$233K – – –
LA
133
LexAurum Advisors
Kansas
$222K +$214K +3,548 New
FFN
134
Focus Financial Network
Minnesota
$215K +$207K +3,432 New
FMC
135
First Merchants Corp
Indiana
$211K +$204K +3,380 New
JWCA
136
J.W. Cole Advisors
Florida
$203K +$196K +3,244 New
PNC
137
Park National Corp
Ohio
$200K -$104K -1,720 -35%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$152K – – –
FRA
139
Front Row Advisors
California
$137K – – –
RCA
140
Rowland Carmichael Advisors
Arizona
$133K – – –
APA
141
American Portfolios Advisors
New York
$112K +$22K +364 +26%
SSB
142
Sandy Spring Bank
Maryland
$110K – – –
TPWA
143
TRUE Private Wealth Advisors
Oregon
$101K – – –
RIM
144
Rockbridge Investment Management
New York
$73K – – –
CFD
145
Creative Financial Designs
Indiana
$65K – – –
ACA
146
Aptus Capital Advisors
Alabama
$63K – – –
SFSIG
147
San Francisco Sentry Investment Group
California
$63K – – –
GAM
148
Gemmer Asset Management
California
$62K – – –
GFPC
149
Global Financial Private Client
Florida
$61.5K – – –
FCH
150
Freestone Capital Holdings
Washington
$60K +$58K +960 New
4 5
6
7 8

IYC Hedge Fund Activity: Q3 2020 in Review

177 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q3 2020, worth a combined $574M — up 8.1% from $531M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IYC positions and 11 closed out — a net gain of 12 holders — while 51 added to existing stakes and 49 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $22.1M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $49.7M sold.

  • 177 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q3 2020, up from 167 in Q2 2020.
  • Funds reported $574M of iShares US Consumer Discretionary ETF stock for Q3 2020, up 8.1% quarter-over-quarter.
  • 23 funds opened new iShares US Consumer Discretionary ETF positions in Q3 2020 and 11 closed out, a net change of +12 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q3 2020 was Howard Capital Management, an estimated $22.1M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q3 2020 was Manulife (Manufacturers Life Insurance), an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2020.