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iShares US Consumer Discretionary ETF
IYC

210 hedge funds and large institutions have $474M invested in iShares US Consumer Discretionary ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% less ownership

Funds ownership: 52.7% → 52.16% (-0.54%)

5% less funds holding

Funds holding: 221 → 210 (-11)

12% less capital invested

Capital invested by funds: $536M → $474M (-$62M)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

29% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 73

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
210
Holders Change
-11
Holders Change %
-4.98%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
23
Increased
52
Reduced
73
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCH
PGIM Custom Harvest
New Jersey
+$24.7M
2
Jane Street
Jane Street
New York
+$2.63M
3
Goldman Sachs
Goldman Sachs
New York
+$2.17M
4
LPL Financial
LPL Financial
California
+$2.16M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$32.4M
2
PRS
Pinkerton Retirement Specialists
Idaho
-$6.76M
3
TC
TownSquare Capital
Utah
-$6.58M
4
NG
Norden Group
Utah
-$6.51M
5
KWA
Kellett Wealth Advisors
Ohio
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AR
151
Apeiron RIA
Texas
$206K – – –
AB
152
Atlas Brown
Kentucky
$203K +$318 +4 +0.2%
BCP
153
Blue Chip Partners
Michigan
$178K +$159 +2 +0.1%
MWM
154
MGB Wealth Management
Texas
$162K – – –
TFF
155
The Family Firm
Maryland
$160K +$157K +1,972 New
MIFH
156
Migdal Insurance & Financial Holdings
Israel
$152K – – –
FRA
157
Front Row Advisors
California
$150K – – –
SSB
158
Sandy Spring Bank
Maryland
$135K – – –
GWM
159
Geneos Wealth Management
Colorado
$132K -$5.09K -64 -4%
RIA
160
Realta Investment Advisors
Delaware
$129K -$31.8K -400 -20%
GWSG
161
GPS Wealth Strategies Group
Colorado
$120K +$80 +1 +0.1%
DP
162
Denver PWM
Colorado
$112K +$110K +1,382 New
Jones Financial Companies
163
Jones Financial Companies
Missouri
$111K +$94.8K +1,192 +673%
CIAS
164
Capital Investment Advisory Services
North Carolina
$111K +$159 +2 +0.1%
MWM
165
Mascoma Wealth Management
New Hampshire
$81.3K – – –
AF
166
Allworth Financial
California
$74.9K – – –
MIM
167
MTM Investment Management
South Carolina
$71.9K – – –
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$70.2K -$31.8K -400 -32%
US Bancorp
169
US Bancorp
Minnesota
$65K – – –
FP
170
Financial Perspectives
Minnesota
$61.8K – – –
GFPC
171
Global Financial Private Client
Florida
$59.2K – – –
MA
172
Montag & Associates
Georgia
$56.6K – – –
CA
173
Clearstead Advisors
Ohio
$53.2K – – –
AEPWM
174
Atlantic Edge Private Wealth Management
Florida
$47.1K – – –
SIC
175
Salem Investment Counselors
North Carolina
$42.6K +$41.7K +524 New
5 6
7
8 9

IYC Hedge Fund Activity: Q2 2024 in Review

210 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q2 2024, worth a combined $474M — down 12% from $536M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of IYC and 23 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 52 added.

The largest buyer was PGIM Custom Harvest, adding an estimated $24.7M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $32.4M sold.

  • 210 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q2 2024, down from 221 in Q1 2024.
  • Funds reported $474M of iShares US Consumer Discretionary ETF stock for Q2 2024, down 12% quarter-over-quarter.
  • 23 funds opened new iShares US Consumer Discretionary ETF positions in Q2 2024 and 29 closed out, a net change of -6 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q2 2024 was PGIM Custom Harvest, an estimated $24.7M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q2 2024 was Manulife (Manufacturers Life Insurance), an estimated $32.4M sold.

Based on aggregated 13F filings for Q2 2024.