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iShares US Consumer Discretionary ETF
IYC

210 hedge funds and large institutions have $474M invested in iShares US Consumer Discretionary ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% less ownership

Funds ownership: 52.7% → 52.16% (-0.54%)

5% less funds holding

Funds holding: 221 → 210 (-11)

12% less capital invested

Capital invested by funds: $536M → $474M (-$62M)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

29% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 73

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
210
Holders Change
-11
Holders Change %
-4.98%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
23
Increased
52
Reduced
73
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCH
PGIM Custom Harvest
New Jersey
+$24.7M
2
Jane Street
Jane Street
New York
+$2.63M
3
Goldman Sachs
Goldman Sachs
New York
+$2.17M
4
LPL Financial
LPL Financial
California
+$2.16M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$32.4M
2
PRS
Pinkerton Retirement Specialists
Idaho
-$6.76M
3
TC
TownSquare Capital
Utah
-$6.58M
4
NG
Norden Group
Utah
-$6.51M
5
KWA
Kellett Wealth Advisors
Ohio
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
126
Clifford Swan Investment Counsel
California
$325K – – –
EBSAM
127
Eubel Brady & Suttman Asset Management
Ohio
$325K – – –
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$315K -$45.8K -576 -13%
EWA
129
EP Wealth Advisors
California
$310K -$41.5K -522 -12%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$308K +$80 +1 +0%
MCM
131
MAI Capital Management
Ohio
$298K -$6.36K -80 -2%
DWM
132
Dakota Wealth Management
Florida
$293K – – –
GSB
133
Greenfield Savings Bank
Massachusetts
$285K – – –
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$281K – – –
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$267K -$31.6K -398 -11%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$267K -$1.11K -14 -0.4%
MWM
137
Maltin Wealth Management
New Jersey
$264K +$239 +3 +0.1%
KAS
138
Kestra Advisory Services
Texas
$254K +$312K +3,919 New
OC
139
Oppenheimer & Co
New York
$244K -$1.19K -15 -0.5%
CPIG
140
Chicago Partners Investment Group
Illinois
$243K +$318 +4 +0.1%
CI
141
CX Institutional
Indiana
$242K +$237K +2,981 New
BFA
142
Beacon Financial Advisory
Ohio
$237K +$159 +2 +0.1%
FFN
143
Focus Financial Network
Minnesota
$231K +$1.19K +15 +0.5%
Marshall Wace
144
Marshall Wace
United Kingdom
$231K +$226K +2,842 New
LA
145
LexAurum Advisors
Kansas
$230K -$6.12K -77 -3%
AMG
146
Advisors Management Group
Wisconsin
$227K – – –
SCA
147
Snowden Capital Advisors
New York
$226K – – –
HIC
148
Holderness Investments Company
North Carolina
$222K +$80 +1 +0%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$216K – – –
PA
150
Pinnacle Associates
New York
$211K – – –
4 5
6
7 8

IYC Hedge Fund Activity: Q2 2024 in Review

210 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q2 2024, worth a combined $474M — down 12% from $536M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of IYC and 23 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 52 added.

The largest buyer was PGIM Custom Harvest, adding an estimated $24.7M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $32.4M sold.

  • 210 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q2 2024, down from 221 in Q1 2024.
  • Funds reported $474M of iShares US Consumer Discretionary ETF stock for Q2 2024, down 12% quarter-over-quarter.
  • 23 funds opened new iShares US Consumer Discretionary ETF positions in Q2 2024 and 29 closed out, a net change of -6 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q2 2024 was PGIM Custom Harvest, an estimated $24.7M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q2 2024 was Manulife (Manufacturers Life Insurance), an estimated $32.4M sold.

Based on aggregated 13F filings for Q2 2024.