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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

220 hedge funds and large institutions have $534M invested in iShares US Consumer Discretionary ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+6
Holders Change %
+2.8%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
56
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$32.4M
2
PFS
Prospera Financial Services
Texas
+$8.9M
3
NG
Norden Group
Utah
+$6.51M
4
MSAM
Moloney Securities Asset Management
Missouri
+$4.03M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.61M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$68.1M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$14.4M
3
CW
Connectus Wealth
Ohio
-$4.51M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.91M
5
Goldman Sachs
Goldman Sachs
New York
-$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCPWS
126
One Charles Private Wealth Services
Massachusetts
$371K -$2.79K -34 -0.7%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$365K +$30.8K +376 +9%
Pathstone Holdings
128
Pathstone Holdings
New Jersey
$359K -$10.5K -128 -3%
EWA
129
EP Wealth Advisors
California
$356K -$18.8K -229 -5%
NSIM
130
North Star Investment Management
Illinois
$352K – – –
WWM
131
WJ Wealth Management
Arizona
$351K – – –
TIAA Trust, National Association
132
TIAA Trust, National Association
North Carolina
$349K – – –
CAN
133
Cetera Advisor Networks
California
$348K -$129K -1,571 -27%
SIC
134
Samalin Investment Counsel
New York
$331K -$16.4K -200 -5%
EBSAM
135
Eubel Brady & Suttman Asset Management
Ohio
$328K – – –
CSIC
136
Clifford Swan Investment Counsel
California
$328K – – –
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$311K -$328 -4 -0.1%
MCM
138
MAI Capital Management
Ohio
$307K -$14.8K -180 -5%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$302K +$164 +2 +0.1%
AWM
140
Apollon Wealth Management
South Carolina
$299K +$299K +3,647 New
DWM
141
Dakota Wealth Management
Florida
$295K +$295K +3,604 New
GSB
142
Greenfield Savings Bank
Massachusetts
$288K – – –
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$276K -$15.7K -197 -5%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$270K -$30.2K -368 -10%
GS
145
GTS Securities
New York
$269K – – –
MWM
146
Maltin Wealth Management
New Jersey
$266K +$328 +4 +0.1%
FCI
147
Financial Counselors Inc
Kansas
$259K – – –
OC
148
Oppenheimer & Co
New York
$247K -$902 -11 -0.4%
BFA
149
Beacon Financial Advisory
Ohio
$239K -$112K -1,367 -32%
LA
150
LexAurum Advisors
Kansas
$238K -$13.9K -169 -5%
4 5
6
7 8