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iShares US Consumer Discretionary ETF
IYC

215 hedge funds and large institutions have $524M invested in iShares US Consumer Discretionary ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

28% more capital invested

Capital invested by funds: $411M → $524M (+$113M)

15% more funds holding

Funds holding: 187 → 215 (+28)

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

3% more ownership

Funds ownership: 55.25% → 58.25% (+3%)

Holders
215
Holders Change
+28
Holders Change %
+14.97%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
47
Increased
57
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$62.1M
2
PCH
PGIM Custom Harvest
New Jersey
+$13.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$13.2M
4
PRS
Pinkerton Retirement Specialists
Idaho
+$4.49M
5
CW
Connectus Wealth
Ohio
+$4.15M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$63.8M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.03M
3
RJA
Raymond James & Associates
Florida
-$2.75M
4
Jane Street
Jane Street
New York
-$2.08M
5
UCFA
United Capital Financial Advisors
Texas
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
126
Cerity Partners
New York
$330K +$304K +4,357 New
NSIM
127
North Star Investment Management
Illinois
$326K – – –
BFA
128
Beacon Financial Advisory
Ohio
$325K +$837 +12 +0.3%
WWM
129
WJ Wealth Management
Arizona
$324K – – –
TIAA Trust, National Association
130
TIAA Trust, National Association
North Carolina
$323K – – –
SIC
131
Samalin Investment Counsel
New York
$321K – – –
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$309K +$26.5K +380 +10%
AWS
133
Atria Wealth Solutions
New York
$305K +$16.2K +233 +6%
CSIC
134
Clifford Swan Investment Counsel
California
$303K – – –
EBSAM
135
Eubel Brady & Suttman Asset Management
Ohio
$303K – – –
MCM
136
MAI Capital Management
Ohio
$298K +$274K +3,928 New
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$288K +$628 +9 +0.2%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$279K +$418 +6 +0.2%
Baird Financial Group
139
Baird Financial Group
Wisconsin
$278K – – –
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$275K – – –
GSB
141
Greenfield Savings Bank
Massachusetts
$266K – – –
RG
142
Rathbones Group
United Kingdom
$256K – – –
CA
143
CoreCap Advisors
Michigan
$253K -$6.76K -97 -3%
Envestnet Portfolio Solutions
144
Envestnet Portfolio Solutions
Illinois
$251K +$231K +3,313 New
GS
145
GTS Securities
New York
$249K +$229K +3,287 New
MWM
146
Maltin Wealth Management
New Jersey
$245K -$34K -488 -13%
FCI
147
Financial Counselors Inc
Kansas
$239K – – –
Jane Street
148
Jane Street
New York
$238K -$2.08M -29,794 -90%
LA
149
LexAurum Advisors
Kansas
$233K +$628 +9 +0.3%
PCA
150
Prosperity Capital Advisors
Ohio
$230K -$88.2K -1,265 -29%
4 5
6
7 8

IYC Hedge Fund Activity: Q4 2023 in Review

215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2023, worth a combined $524M — up 28% from $411M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IYC positions and 16 closed out — a net gain of 31 holders — while 57 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $62.1M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $63.8M sold.

  • 215 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2023, up from 187 in Q3 2023.
  • Funds reported $524M of iShares US Consumer Discretionary ETF stock for Q4 2023, up 28% quarter-over-quarter.
  • 47 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2023 and 16 closed out, a net change of +31 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q4 2023 was Morgan Stanley, an estimated $62.1M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $63.8M sold.

Based on aggregated 13F filings for Q4 2023.