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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

195 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, 64 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+19
Holders Change %
+10.8%
% of All Funds
3.46%
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
64
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$8.78M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$5.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$98.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$4.15M
5
BDS
5
Banco de Sabadell
Florida
$12.1M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$18.1M
2
Ameriprise
2
Ameriprise
Minnesota
$8.01M
3
CS
3
Credit Suisse
Switzerland
$0
4
BCM
4
Brookstone Capital Management
Illinois
$0
5
IMC Chicago
5
IMC Chicago
Illinois
$911K
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
151
Sandy Spring Bank
Maryland
$124K – – –
TPWA
152
TRUE Private Wealth Advisors
Oregon
$114K – – –
CTFG
153
Capstone Triton Financial Group
Oklahoma
$103K +$103K +1,464 New
WEC
154
Winslow Evans & Crocker
Massachusetts
$98K +$98K +1,392 New
APA
155
American Portfolios Advisors
New York
$96.4K -$29.6K -420 -23%
MIM
156
MTM Investment Management
South Carolina
$91K +$91K +1,284 New
RIM
157
Rockbridge Investment Management
New York
$83K – – –
CFD
158
Creative Financial Designs
Indiana
$74K +$213 +3 +0.3%
SFSIG
159
San Francisco Sentry Investment Group
California
$71K – – –
GAM
160
Gemmer Asset Management
California
$70K +$213 +3 +0.3%
FCH
161
Freestone Capital Holdings
Washington
$67.7K – – –
LWP
162
Lumature Wealth Partners
Georgia
$56K +$56K +800 New
FP
163
Financial Perspectives
Minnesota
$53.6K – – –
GFPC
164
Global Financial Private Client
Florida
$53.3K -$15.2K -216 -22%
BWA
165
BDO Wealth Advisors
Florida
$52K – – –
CIA
166
Cascade Investment Advisors
Oregon
$49.4K – – –
SBL
167
Sargent Bickham Lagudis
Colorado
$49K – – –
SFC
168
SYM Financial Corp
Indiana
$46K +$142 +2 +0.3%
OIM
169
Oder Investment Management
California
$45K +$45K +632 New
SWM
170
Sugarloaf Wealth Management
Georgia
$42K – – –
TIAM2
171
Tru Independence Asset Management 2
Oregon
$38K +$38K +540 New
AF
172
Advisornet Financial
Minnesota
$35K +$139 +2 +0.4%
SWA
173
SOA Wealth Advisors
New York
$35K +$35K +483 New
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$34K – – –
PWA
175
Phoenix Wealth Advisors
North Carolina
$34K +$34K +484 New
5 6
7
8 9