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iShares US Consumer Discretionary ETF
IYC

221 hedge funds and large institutions have $536M 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, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

3% more funds holding

Funds holding: 215 → 221 (+6)

2% more capital invested

Capital invested by funds: $524M → $536M (+$11.6M)

5.54% less ownership

Funds ownership: 58.25% → 52.7% (-5.5%)

18% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 68

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3.18%
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
68
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$30.8M
2
PFS
Prospera Financial Services
Texas
+$8.46M
3
NG
Norden Group
Utah
+$6.19M
4
MSAM
Moloney Securities Asset Management
Missouri
+$3.83M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.43M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$64.8M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$14.4M
3
CW
Connectus Wealth
Ohio
-$4.51M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.72M
5
Goldman Sachs
Goldman Sachs
New York
-$2.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
PD
126
Planning Directions
Pennsylvania
$378K +$468 +6 +0.1%
OCPWS
127
One Charles Private Wealth Services
Massachusetts
$371K -$2.65K -34 -0.7%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$365K +$29.3K +376 +9%
Pathstone Holdings
129
Pathstone Holdings
New Jersey
$359K -$9.98K -128 -3%
EWA
130
EP Wealth Advisors
California
$356K -$17.9K -229 -5%
NSIM
131
North Star Investment Management
Illinois
$352K – – –
WWM
132
WJ Wealth Management
Arizona
$351K – – –
TIAA Trust, National Association
133
TIAA Trust, National Association
North Carolina
$349K – – –
CAN
134
Cetera Advisor Networks
California
$348K -$122K -1,571 -27%
SIC
135
Samalin Investment Counsel
New York
$331K -$15.6K -200 -5%
EBSAM
136
Eubel Brady & Suttman Asset Management
Ohio
$328K – – –
CSIC
137
Clifford Swan Investment Counsel
California
$328K – – –
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$311K -$312 -4 -0.1%
MCM
139
MAI Capital Management
Ohio
$307K -$14K -180 -5%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$302K +$156 +2 +0.1%
AWM
141
Apollon Wealth Management
South Carolina
$299K +$284K +3,647 New
DWM
142
Dakota Wealth Management
Florida
$295K +$281K +3,604 New
GSB
143
Greenfield Savings Bank
Massachusetts
$288K – – –
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$276K -$15.4K -197 -5%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$270K -$28.7K -368 -10%
GS
146
GTS Securities
New York
$269K – – –
MWM
147
Maltin Wealth Management
New Jersey
$266K +$312 +4 +0.1%
FCI
148
Financial Counselors Inc
Kansas
$259K – – –
OC
149
Oppenheimer & Co
New York
$247K -$858 -11 -0.4%
BFA
150
Beacon Financial Advisory
Ohio
$239K -$107K -1,367 -32%
4 5
6
7 8

IYC Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q1 2024, worth a combined $536M — up 2.2% from $524M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IYC positions and 23 closed out — a net gain of 8 holders — while 56 added to existing stakes and 68 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $30.8M. The largest seller was Morgan Stanley, cutting an estimated $64.8M.

  • 221 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $536M of iShares US Consumer Discretionary ETF stock for Q1 2024, up 2.2% quarter-over-quarter.
  • 31 funds opened new iShares US Consumer Discretionary ETF positions in Q1 2024 and 23 closed out, a net change of +8 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $30.8M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q1 2024 was Morgan Stanley, an estimated $64.8M sold.

Based on aggregated 13F filings for Q1 2024.