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iShares US Consumer Discretionary ETF
IYC

253 hedge funds and large institutions have $2.07B invested in iShares US Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 11

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

241% more capital invested

Capital invested by funds: $607M → $2.07B (+$1.46B)

26% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 57

19% more funds holding

Funds holding: 212 → 253 (+41)

4.99% more ownership

Funds ownership: 54.22% → 59.22% (+5%)

Holders
253
Holders Change
+41
Holders Change %
+19.34%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
56
Increased
72
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
+$112M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$64.6M
3
MML Investors Services
MML Investors Services
Massachusetts
+$18.3M
4
SFI
SPC Financial Inc
Maryland
+$16.2M
5
CFA
Camarda Financial Advisors
Florida
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$71.8M
2
AWM
Apollon Wealth Management
South Carolina
-$13.9M
3
Goldman Sachs
Goldman Sachs
New York
-$7.45M
4
BCM
Brookstone Capital Management
Illinois
-$5.16M
5
PCH
PGIM Custom Harvest
New Jersey
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
126
Patriot Investment Management Group
Tennessee
$502K – – –
BCWM
127
Bartlett & Co Wealth Management
Ohio
$497K – – –
BRWA
128
B. Riley Wealth Advisors
Florida
$490K +$34.9K +374 +8%
CCM
129
Coldstream Capital Management
Washington
$474K – – –
CFG
130
Citizens Financial Group
Rhode Island
$472K – – –
AFWM
131
AMJ Financial Wealth Management
Virginia
$446K -$10.1K -108 -2%
PD
132
Planning Directions
Pennsylvania
$445K +$373 +4 +0.1%
EP
133
Essential Planning
New Hampshire
$442K +$224K +2,400 +100%
SWP
134
Strategic Wealth Partners
Ohio
$422K +$390K +4,177 New
VCM
135
Vivaldi Capital Management
Illinois
$421K – – –
NSIM
136
North Star Investment Management
Illinois
$414K +$93 +1 +0%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$412K +$93.3K +1,000 +30%
TIAA Trust, National Association
138
TIAA Trust, National Association
North Carolina
$410K – – –
WWM
139
WJ Wealth Management
Arizona
$392K – – –
CWM
140
Chesapeake Wealth Management
Virginia
$391K -$2.89K -31 -0.8%
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$385K -$20.2K -216 -5%
EBSAM
142
Eubel Brady & Suttman Asset Management
Ohio
$385K – – –
CSIC
143
Clifford Swan Investment Counsel
California
$385K – – –
DAS
144
Diversify Advisory Services
Utah
$375K +$5.6K +60 +2%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$373K – – –
SIC
146
Samalin Investment Counsel
New York
$366K -$21.7K -232 -6%
KAS
147
Kestra Advisory Services
Texas
$357K +$77.7K +832 +29%
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$352K +$98.9K +1,060 +41%
KPWS
149
Kestra Private Wealth Services
Texas
$350K -$16K -171 -4%
DWM
150
Dakota Wealth Management
Florida
$346K – – –
4 5
6
7 8

IYC Hedge Fund Activity: Q4 2024 in Review

253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2024, worth a combined $2.07B — up 241% from $607M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYC positions and 11 closed out — a net gain of 45 holders — while 72 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $112M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $71.8M sold.

  • 253 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2024, up from 212 in Q3 2024.
  • Funds reported $2.07B of iShares US Consumer Discretionary ETF stock for Q4 2024, up 241% quarter-over-quarter.
  • 56 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2024 and 11 closed out, a net change of +45 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q4 2024 was Fidelity International, an estimated $112M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $71.8M sold.

Based on aggregated 13F filings for Q4 2024.