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

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.1M
2
Ameriprise
Ameriprise
Minnesota
$8.01M
3
CS
Credit Suisse
Switzerland
$0
4
BCM
Brookstone Capital Management
Illinois
$0
5
IMC Chicago
IMC Chicago
Illinois
$911K
Name Holding Trade Value Shares
Change 		Shares
Change %
FPW
176
Flagship Private Wealth
Massachusetts
$29.2K +$29.2K +421 New
CBT
177
Central Bank & Trust
Kentucky
$29K – – –
RWA
178
Ropes Wealth Advisors
Massachusetts
$24K – – –
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$24K +$12.9K +180 +115%
SC
180
SouthState Corp
Florida
$23K – – –
KFS
181
Kelly Financial Services
Massachusetts
$21.2K – – –
MA
182
Montag & Associates
Georgia
$21K +$21K +296 New
NFSG
183
Newbridge Financial Services Group
Florida
$17K -$274 -4 -2%
BFC
184
Bedel Financial Consulting
Indiana
$16K – – –
ACA
185
Aptus Capital Advisors
Alabama
$15K -$54.5K -800 -78%
CTC
186
Central Trust Company
Missouri
$14K – – –
IF
187
Ironwood Financial
Arizona
$14K – – –
VBCG
188
Valley Brook Capital Group
Pennsylvania
$14K +$14K +200 New
BWM
189
Baystate Wealth Management
Massachusetts
$13K – – –
GRP
190
Global Retirement Partners
California
$13K – – –
NFG
191
Next Financial Group
Texas
$11K – – –
PK
192
Pflug Koory
Nebraska
$10K – – –
TRCT
193
Tower Research Capital (TRC)
New York
$8K – – –
AF
194
Allworth Financial
California
$3K – – –
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
CFGS
196
Concourse Financial Group Securities
Alabama
$2K – – –
AssetMark Inc
197
AssetMark Inc
California
$1K – – –
CS
198
Credit Suisse
Switzerland
– -$4.14M -66,168 Closed
BCM
199
Brookstone Capital Management
Illinois
– -$4.03M -64,432 Closed
CA
200
Cetera Advisors
Colorado
– -$2.28M -36,400 Closed
5 6 7
8
9