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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

178 hedge funds and large institutions have $317M invested in iShares US Consumer Discretionary ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+9
Holders Change %
+5.33%
% of All Funds
2.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
41
Reduced
55
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$10.1M
2
Bank of America
2
Bank of America
North Carolina
$43.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.5M
4
Barclays
4
Barclays
United Kingdom
$5.24M
5
Morgan Stanley
5
Morgan Stanley
New York
$51.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$9.13M
2
Prudential Financial
2
Prudential Financial
New Jersey
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$5.99M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$205K
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$116K -$58.6K -1,028 -34%
BAM
127
Belpointe Asset Management
Nevada
$114K +$114K +2,008 New
RIA
128
Realta Investment Advisors
Delaware
$113K +$57 +1 +0.1%
FRA
129
Front Row Advisors
California
$105K – – –
SSB
130
Sandy Spring Bank
Maryland
$94.6K – – –
CIAS
131
Capital Investment Advisory Services
North Carolina
$76.8K +$76.8K +1,349 New
FFA
132
Founders Financial Alliance
North Carolina
$68.7K -$9.17K -161 -12%
NA
133
NewEdge Advisors
Louisiana
$62.5K +$3.15K +694 +5%
AA
134
AlphaMark Advisors
Kentucky
$62K -$5.43K -95 -8%
TAM
135
Townsend Asset Management
North Carolina
$60.4K – – –
MWM
136
Mascoma Wealth Management
New Hampshire
$57K – – –
MIM
137
MTM Investment Management
South Carolina
$50.4K – – –
LWP
138
Lumature Wealth Partners
Georgia
$45.6K – – –
US Bancorp
139
US Bancorp
Minnesota
$45.6K +$45.6K +800 New
FP
140
Financial Perspectives
Minnesota
$43.3K – – –
BWA
141
BDO Wealth Advisors
Florida
$42.2K – – –
GFPC
142
Global Financial Private Client
Florida
$41.5K – – –
MA
143
Montag & Associates
Georgia
$39.6K -$1.42K -25 -3%
CA
144
Clearstead Advisors
Ohio
$37.3K – – –
GFWA
145
Grey Fox Wealth Advisors
Delaware
$37.1K +$37.1K +651 New
EWA
146
EverSource Wealth Advisors
Alabama
$36.5K +$36.5K +640 New
LTI
147
Laffer Tengler Investments
Tennessee
$36.2K +$36.2K +636 New
RFA
148
Resurgent Financial Advisors
Georgia
$34.5K +$34.5K +605 New
Citigroup
149
Citigroup
New York
$32.5K -$228 -4 -0.7%
CFD
150
Creative Financial Designs
Indiana
$31.3K +$57 +1 +0.2%
4 5
6
7 8