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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

182 hedge funds and large institutions have $337M invested in iShares US Consumer Discretionary ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
41
Reduced
64
Closed
14
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.8M
2
NA
2
NewEdge Advisors
Louisiana
$2.27M
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$1.35M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.33M
5
Jane Street
5
Jane Street
New York
$1.42M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$152K
2
Bank of America
2
Bank of America
North Carolina
$37.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.5M
4
UBS Group
4
UBS Group
Switzerland
$26.5M
5
BAAM
5
Baker Avenue Asset Management
California
$125K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$158K – – –
1832 Asset Management
127
1832 Asset Management
Ontario, Canada
$152K -$11.3M -174,657 -99%
BCP
128
Blue Chip Partners
Michigan
$141K +$323 +5 +0.2%
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$127K -$12K -185 -9%
BAAM
130
Baker Avenue Asset Management
California
$125K -$2.78M -42,922 -96%
FRA
131
Front Row Advisors
California
$120K – – –
BAM
132
Belpointe Asset Management
Nevada
$110K -$20.1K -310 -15%
GWM
133
Geneos Wealth Management
Colorado
$109K -$22.6K -350 -17%
SSB
134
Sandy Spring Bank
Maryland
$107K – – –
CIAS
135
Capital Investment Advisory Services
North Carolina
$87.5K +$194 +3 +0.2%
FMII
136
Farmers & Merchants Investments Inc
Nebraska
$81.8K +$81.8K +1,264 New
TAM
137
Townsend Asset Management
North Carolina
$68.6K – – –
MWM
138
Mascoma Wealth Management
New Hampshire
$64.4K – – –
MIM
139
MTM Investment Management
South Carolina
$57.2K – – –
HI
140
Harbour Investments
Wisconsin
$56K -$725K -11,206 -93%
NC
141
NewSquare Capital
Pennsylvania
$54.9K +$39.4K +609 +254%
GWSG
142
GPS Wealth Strategies Group
Colorado
$52.3K +$52.3K +808 New
LWP
143
Lumature Wealth Partners
Georgia
$51.8K – – –
US Bancorp
144
US Bancorp
Minnesota
$51.8K – – –
FP
145
Financial Perspectives
Minnesota
$49.2K – – –
GFPC
146
Global Financial Private Client
Florida
$46.9K – – –
MA
147
Montag & Associates
Georgia
$45K – – –
BWA
148
BDO Wealth Advisors
Florida
$42.8K -$5.05K -78 -11%
CA
149
Clearstead Advisors
Ohio
$42.4K – – –
GFWA
150
Grey Fox Wealth Advisors
Delaware
$42.2K +$65 +1 +0.2%
4 5
6
7 8