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iShares US Consumer Discretionary ETF
IYC

196 hedge funds and large institutions have $671M invested in iShares US Consumer Discretionary ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

17% more capital invested

Capital invested by funds: $574M → $671M (+$97.6M)

11% more funds holding

Funds holding: 177 → 196 (+19)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

167.73% less ownership

Funds ownership: 221.4% → 53.67% (-168%)

Holders
196
Holders Change
+19
Holders Change %
+10.73%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
29
Increased
65
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.27M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.84M
3
Morgan Stanley
Morgan Stanley
New York
+$4.05M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.44M
5
BDS
Banco de Sabadell
Florida
+$2.92M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.08M
2
Ameriprise
Ameriprise
Minnesota
-$4.76M
3
CS
Credit Suisse
Switzerland
-$4.14M
4
BCM
Brookstone Capital Management
Illinois
-$4.03M
5
IMC Chicago
IMC Chicago
Illinois
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$317K -$38.8K -584 -11%
BFA
127
Beacon Financial Advisory
Ohio
$313K +$37.6K +566 +15%
NSIM
128
North Star Investment Management
Illinois
$310K – – –
CSIC
129
Clifford Swan Investment Counsel
California
$282K – – –
EBSAM
130
Eubel Brady & Suttman Asset Management
Ohio
$282K – – –
SFG
131
Sowa Financial Group
Rhode Island
$275K +$266 +4 +0.1%
AMG
132
Advisors Management Group
Wisconsin
$269K -$133 -2 -0.1%
KA
133
Kovack Advisors
Florida
$269K +$253K +3,816 New
SBSB
134
Sullivan, Bruyette, Speros & Blaney
Virginia
$263K – – –
LA
135
LexAurum Advisors
Kansas
$250K – – –
ICP
136
Interchange Capital Partners
Pennsylvania
$244K +$230K +3,470 New
LA
137
Latitude Advisors
Florida
$239K +$225K +3,392 New
FMC
138
First Merchants Corp
Indiana
$238K – – –
AW
139
ACG Wealth
Georgia
$227K -$87.8K -1,322 -29%
PNC
140
Park National Corp
Ohio
$226K – – –
B
141
Brightworth
Georgia
$215K +$202K +3,044 New
ATPW
142
Ashton Thomas Private Wealth
Arizona
$211K +$199K +2,990 New
BFG
143
Barber Financial Group
Kansas
$208K -$138K -2,076 -41%
SPC
144
Sigma Planning Corp
Michigan
$204K -$1.32M -19,902 -87%
MAFM
145
Mid Atlantic Financial Management
Pennsylvania
$203K +$192K +2,885 New
CAN
146
Cetera Advisor Networks
California
$202K +$190K +2,865 New
IA
147
IFP Advisors
Florida
$191K +$181K +2,731 New
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$172K – – –
CF
149
Centaurus Financial
California
$165K -$176K -2,648 -53%
RCA
150
Rowland Carmichael Advisors
Arizona
$149K – – –
4 5
6
7 8

IYC Hedge Fund Activity: Q4 2020 in Review

196 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2020, worth a combined $671M — up 17% from $574M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYC positions and 7 closed out — a net gain of 22 holders — while 65 added to existing stakes and 49 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $8.27M. The largest seller was Royal Bank of Canada, cutting an estimated $5.08M.

  • 196 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2020, up from 177 in Q3 2020.
  • Funds reported $671M of iShares US Consumer Discretionary ETF stock for Q4 2020, up 17% quarter-over-quarter.
  • 29 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2020 and 7 closed out, a net change of +22 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q4 2020 was Cetera Investment Advisers, an estimated $8.27M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $5.08M sold.

Based on aggregated 13F filings for Q4 2020.