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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

220 hedge funds and large institutions have $534M 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, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+6
Holders Change %
+2.8%
% of All Funds
3.19%
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
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$32.4M
2
PFS
Prospera Financial Services
Texas
+$8.9M
3
NG
Norden Group
Utah
+$6.51M
4
MSAM
Moloney Securities Asset Management
Missouri
+$4.03M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.61M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$68.1M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$14.4M
3
CW
Connectus Wealth
Ohio
-$4.51M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.91M
5
Goldman Sachs
Goldman Sachs
New York
-$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
176
Financial Gravity Asset Management
Texas
$69.8K +$32.4K +412 +87%
US Bancorp
177
US Bancorp
Minnesota
$65.6K – – –
FP
178
Financial Perspectives
Minnesota
$62.3K – – –
GFPC
179
Global Financial Private Client
Florida
$59.4K – – –
MA
180
Montag & Associates
Georgia
$57.1K – – –
CA
181
Clearstead Advisors
Ohio
$52.1K – – –
AEPWM
182
Atlantic Edge Private Wealth Management
Florida
$47.5K – – –
CFD
183
Creative Financial Designs
Indiana
$45.4K +$82 +1 +0.2%
AIMA
184
Ables Iannone Moore & Associates
Georgia
$41.4K -$3.28K -40 -7%
SWA
185
SOA Wealth Advisors
New York
$40.4K – – –
TWC
186
TD Waterhouse Canada
Ontario, Canada
$38.9K – – –
CBT
187
Central Bank & Trust
Kentucky
$33.4K – – –
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32K – – –
BTI
189
Blue Trust Inc
Georgia
$30.7K – – –
EWM
190
EPG Wealth Management
Georgia
$30.2K – – –
DCM
191
Davis Capital Management
Florida
$28.4K – – –
PP
192
Pacifica Partners
Canada
$26.5K +$26.5K +327 New
AWM
193
Angeles Wealth Management
California
$26.4K – – –
SC
194
SouthState Corp
Florida
$26.2K – – –
SWM
195
Sugarloaf Wealth Management
Georgia
$25.9K – – –
RIL
196
Rothschild Investment LLC
Illinois
$24.9K – – –
BCA
197
Bray Capital Advisors
Florida
$24.6K – – –
SL
198
Salomon & Ludwin
Virginia
$21.6K – – –
FFA
199
Farther Finance Advisors
California
$21.4K +$21.4K +262 New
CTA
200
Colonial Trust Advisors
South Carolina
$20.9K – – –
6 7
8
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