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iShares US Consumer Discretionary ETF
IYC

196 hedge funds and large institutions have $671M invested in iShares US Consumer Discretionary ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

17% more capital invested

Capital invested by funds: $574M → $671M (+$97.6M)

11% more funds holding

Funds holding: 177 → 196 (+19)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

167.73% less ownership

Funds ownership: 221.4% → 53.67% (-168%)

Holders
196
Holders Change
+19
Holders Change %
+10.73%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
29
Increased
65
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.27M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.84M
3
Morgan Stanley
Morgan Stanley
New York
+$4.05M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.44M
5
BDS
Banco de Sabadell
Florida
+$2.92M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.08M
2
Ameriprise
Ameriprise
Minnesota
-$4.76M
3
CS
Credit Suisse
Switzerland
-$4.14M
4
BCM
Brookstone Capital Management
Illinois
-$4.03M
5
IMC Chicago
IMC Chicago
Illinois
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
151
Front Row Advisors
California
$141K – – –
SSB
152
Sandy Spring Bank
Maryland
$124K – – –
TPWA
153
TRUE Private Wealth Advisors
Oregon
$114K – – –
CTFG
154
Capstone Triton Financial Group
Oklahoma
$103K +$97.2K +1,464 New
WEC
155
Winslow Evans & Crocker
Massachusetts
$98K +$92.4K +1,392 New
APA
156
American Portfolios Advisors
New York
$96.4K -$27.9K -420 -23%
MIM
157
MTM Investment Management
South Carolina
$91K +$85.3K +1,284 New
RIM
158
Rockbridge Investment Management
New York
$83K – – –
CFD
159
Creative Financial Designs
Indiana
$74K +$199 +3 +0.3%
SFSIG
160
San Francisco Sentry Investment Group
California
$71K – – –
GAM
161
Gemmer Asset Management
California
$70K +$199 +3 +0.3%
FCH
162
Freestone Capital Holdings
Washington
$67.7K – – –
LWP
163
Lumature Wealth Partners
Georgia
$56K +$53.1K +800 New
FP
164
Financial Perspectives
Minnesota
$53.6K – – –
GFPC
165
Global Financial Private Client
Florida
$53.3K -$14.3K -216 -22%
BWA
166
BDO Wealth Advisors
Florida
$52K – – –
CIA
167
Cascade Investment Advisors
Oregon
$49.4K – – –
SBL
168
Sargent Bickham Lagudis
Colorado
$49K – – –
SFC
169
SYM Financial Corp
Indiana
$46K +$133 +2 +0.3%
OIM
170
Oder Investment Management
California
$45K +$42K +632 New
SWM
171
Sugarloaf Wealth Management
Georgia
$42K – – –
TIAM2
172
Tru Independence Asset Management 2
Oregon
$38K +$35.9K +540 New
AF
173
Advisornet Financial
Minnesota
$35K +$133 +2 +0.4%
SWA
174
SOA Wealth Advisors
New York
$35K +$32.1K +483 New
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$34K – – –
5 6
7
8 9

IYC Hedge Fund Activity: Q4 2020 in Review

196 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2020, worth a combined $671M — up 17% from $574M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYC positions and 7 closed out — a net gain of 22 holders — while 65 added to existing stakes and 49 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $8.27M. The largest seller was Royal Bank of Canada, cutting an estimated $5.08M.

  • 196 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2020, up from 177 in Q3 2020.
  • Funds reported $671M of iShares US Consumer Discretionary ETF stock for Q4 2020, up 17% quarter-over-quarter.
  • 29 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2020 and 7 closed out, a net change of +22 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q4 2020 was Cetera Investment Advisers, an estimated $8.27M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $5.08M sold.

Based on aggregated 13F filings for Q4 2020.