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iShares US Consumer Discretionary ETF

253 hedge funds and large institutions have $2.07B invested in iShares US Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 11

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

241% more capital invested

Capital invested by funds: $607M → $2.07B (+$1.46B)

26% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 57

19% more funds holding

Funds holding: 212253 (+41)

4.99% more ownership

Funds ownership: 54.22%59.22% (+5%)

Holders
253
Holders Change
+41
Holders Change %
+19.34%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
56
Increased
72
Reduced
57
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
176
Holderness Investments Company
North Carolina
$253K -$8.87K -95 -3%
PA
177
Pinnacle Associates
New York
$250K +$243K +2,600 New
WA
178
Westfuller Advisors
New York
$247K +$93 +1 +0%
AB
179
Atlas Brown
Kentucky
$241K +$280 +3 +0.1%
AP
180
Americana Partners
Texas
$233K
AR
181
Apeiron RIA
Texas
$232K -$373 -4 -0.2%
A
182
Argentarii
Ohio
$231K +$224K +2,400 New
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$225K -$188K -2,019 -46%
SFS
184
Symphony Financial Services
Ohio
$223K +$217K +2,321 New
Lido Advisors
185
Lido Advisors
California
$222K +$216K +2,312 New
AWS
186
Atria Wealth Solutions
New York
$222K -$13.1K -140 -6%
AWM
187
Apollon Wealth Management
South Carolina
$215K -$13.9M -148,493 -99%
SSA
188
Sierra Summit Advisors
Nevada
$215K +$209K +2,235 New
AI
189
Atria Investments
North Carolina
$214K +$208K +2,230 New
ZF
190
Zhang Financial
Michigan
$212K +$206K +2,210 New
BCP
191
Blue Chip Partners
Michigan
$211K +$187 +2 +0.1%
SWA
192
Sax Wealth Advisors
New Jersey
$204K +$198K +2,124 New
HTIM
193
Harbour Trust & Investment Management
Indiana
$204K +$198K +2,117 New
SIA
194
SkyView Investment Advisors
New Jersey
$203K +$197K +2,115 New
AA
195
Advisory Alpha
Michigan
$202K +$196K +2,105 New
TWP
196
Tyche Wealth Partners
Texas
$202K +$196K +2,100 New
IA
197
IFP Advisors
Florida
$200K +$147K +1,578 +313%
MWM
198
MGB Wealth Management
Texas
$186K
GWSG
199
GPS Wealth Strategies Group
Colorado
$185K -$1.96K -21 -1%
FRA
200
Front Row Advisors
California
$178K

IYC Hedge Fund Activity: Q4 2024 in Review

253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2024, worth a combined $2.07B — up 241% from $607M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYC positions and 11 closed out — a net gain of 45 holders — while 72 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $112M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $71.8M sold.

  • 253 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2024, up from 212 in Q3 2024.
  • Funds reported $2.07B of iShares US Consumer Discretionary ETF stock for Q4 2024, up 241% quarter-over-quarter.
  • 56 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2024 and 11 closed out, a net change of +45 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q4 2024 was Fidelity International, an estimated $112M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $71.8M sold.

Based on aggregated 13F filings for Q4 2024.