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iShares US Consumer Discretionary ETF
IYC

221 hedge funds and large institutions have $536M invested in iShares US Consumer Discretionary ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

3% more funds holding

Funds holding: 215 → 221 (+6)

2% more capital invested

Capital invested by funds: $524M → $536M (+$11.6M)

5.54% less ownership

Funds ownership: 58.25% → 52.7% (-5.5%)

18% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 68

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
56
Reduced
68
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$30.8M
2
PFS
Prospera Financial Services
Texas
+$8.46M
3
NG
Norden Group
Utah
+$6.19M
4
MSAM
Moloney Securities Asset Management
Missouri
+$3.83M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.43M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$64.8M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$14.4M
3
CW
Connectus Wealth
Ohio
-$4.51M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.72M
5
Goldman Sachs
Goldman Sachs
New York
-$2.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
151
LexAurum Advisors
Kansas
$238K -$13.2K -169 -5%
CPIG
152
Chicago Partners Investment Group
Illinois
$231K -$312 -4 -0.1%
AMG
153
Advisors Management Group
Wisconsin
$229K -$11.1K -143 -5%
Citadel Advisors
154
Citadel Advisors
Florida
$228K -$3.72M -47,707 -94%
SCA
155
Snowden Capital Advisors
New York
$228K – – –
HIC
156
Holderness Investments Company
North Carolina
$223K – – –
PA
157
Pinnacle Associates
New York
$213K +$203K +2,600 New
FFN
158
Focus Financial Network
Minnesota
$212K +$1.56K +20 +0.7%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$212K +$203K +2,600 New
WA
160
Westfuller Advisors
New York
$210K +$200K +2,566 New
AR
161
Apeiron RIA
Texas
$208K +$198K +2,537 New
AB
162
Atlas Brown
Kentucky
$205K +$195K +2,497 New
BCP
163
Blue Chip Partners
Michigan
$179K +$312 +4 +0.2%
RIA
164
Realta Investment Advisors
Delaware
$163K +$155K +1,986 New
MWM
165
MGB Wealth Management
Texas
$159K – – –
MIFH
166
Migdal Insurance & Financial Holdings
Israel
$154K +$146K +1,875 New
FRA
167
Front Row Advisors
California
$152K – – –
GWM
168
Geneos Wealth Management
Colorado
$138K – – –
SSB
169
Sandy Spring Bank
Maryland
$136K – – –
GWSG
170
GPS Wealth Strategies Group
Colorado
$121K +$156 +2 +0.1%
CIAS
171
Capital Investment Advisory Services
North Carolina
$112K +$156 +2 +0.1%
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$104K – – –
Citigroup
173
Citigroup
New York
$86.8K -$1.1M -14,164 -93%
MWM
174
Mascoma Wealth Management
New Hampshire
$82K – – –
AF
175
Allworth Financial
California
$74.8K +$39.6K +508 +126%
5 6
7
8 9

IYC Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q1 2024, worth a combined $536M — up 2.2% from $524M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IYC positions and 23 closed out — a net gain of 8 holders — while 56 added to existing stakes and 68 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $30.8M. The largest seller was Morgan Stanley, cutting an estimated $64.8M.

  • 221 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $536M of iShares US Consumer Discretionary ETF stock for Q1 2024, up 2.2% quarter-over-quarter.
  • 31 funds opened new iShares US Consumer Discretionary ETF positions in Q1 2024 and 23 closed out, a net change of +8 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $30.8M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q1 2024 was Morgan Stanley, an estimated $64.8M sold.

Based on aggregated 13F filings for Q1 2024.