iShares US Consumer Discretionary ETF
177 hedge funds and large institutions have $574M invested in iShares US Consumer Discretionary ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 11 closing their positions.
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
8% more capital invested
Capital invested by funds: $531M → $574M (+$42.8M)
6% more funds holding
Funds holding: 167 → 177 (+10)
4% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 49
4.55% less ownership
Funds ownership: 225.95% → 221.4% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$22.1M |
| 2 |
BDS
Banco de Sabadell
Miami,
Florida
|
+$7.73M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.57M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$3.89M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$49.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.51M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.19M |
| 4 |
Goldman Sachs
New York
|
-$5.07M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.05M |
IYC Hedge Fund Activity: Q3 2020 in Review
177 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q3 2020, worth a combined $574M — up 8.1% from $531M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IYC positions and 11 closed out — a net gain of 12 holders — while 51 added to existing stakes and 49 trimmed.
The largest buyer was Howard Capital Management, adding an estimated $22.1M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $49.7M sold.
- 177 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q3 2020, up from 167 in Q2 2020.
- Funds reported $574M of iShares US Consumer Discretionary ETF stock for Q3 2020, up 8.1% quarter-over-quarter.
- 23 funds opened new iShares US Consumer Discretionary ETF positions in Q3 2020 and 11 closed out, a net change of +12 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q3 2020 was Howard Capital Management, an estimated $22.1M added.
- The largest iShares US Consumer Discretionary ETF seller in Q3 2020 was Manulife (Manufacturers Life Insurance), an estimated $49.7M sold.
Based on aggregated 13F filings for Q3 2020.