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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

214 hedge funds and large institutions have $522M invested in iShares US Consumer Discretionary ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+27
Holders Change %
+14.44%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
46
Increased
57
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$128M
2
PCH
2
PGIM Custom Harvest
New Jersey
$31.5M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$14.4M
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$4.88M
5
CW
5
Connectus Wealth
Ohio
$4.51M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$775K
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.39M
4
RJA
4
Raymond James & Associates
Florida
$4.06M
5
Jane Street
5
Jane Street
New York
$238K
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
126
North Star Investment Management
Illinois
$326K – – –
BFA
127
Beacon Financial Advisory
Ohio
$325K +$909 +12 +0.3%
WWM
128
WJ Wealth Management
Arizona
$324K – – –
TIAA Trust, National Association
129
TIAA Trust, National Association
North Carolina
$323K – – –
SIC
130
Samalin Investment Counsel
New York
$321K – – –
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$309K +$28.8K +380 +10%
AWS
132
Atria Wealth Solutions
New York
$305K +$17.7K +233 +6%
CSIC
133
Clifford Swan Investment Counsel
California
$303K – – –
EBSAM
134
Eubel Brady & Suttman Asset Management
Ohio
$303K – – –
MCM
135
MAI Capital Management
Ohio
$298K +$298K +3,928 New
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$288K +$683 +9 +0.2%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$279K +$455 +6 +0.2%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$278K – – –
National Bank of Canada
139
National Bank of Canada
Quebec, Canada
$275K – – –
GSB
140
Greenfield Savings Bank
Massachusetts
$266K – – –
RG
141
Rathbones Group
United Kingdom
$256K – – –
CA
142
CoreCap Advisors
Michigan
$253K -$7.35K -97 -3%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$251K +$251K +3,313 New
GS
144
GTS Securities
New York
$249K +$249K +3,287 New
MWM
145
Maltin Wealth Management
New Jersey
$245K -$37K -488 -13%
FCI
146
Financial Counselors Inc
Kansas
$239K – – –
Jane Street
147
Jane Street
New York
$238K -$2.26M -29,794 -90%
LA
148
LexAurum Advisors
Kansas
$233K +$682 +9 +0.3%
PCA
149
Prosperity Capital Advisors
Ohio
$230K -$95.9K -1,265 -29%
OC
150
Oppenheimer & Co
New York
$230K -$11.2K -148 -5%
4 5
6
7 8