iShares US Consumer Discretionary ETF
196 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, 65 increasing their positions, 49 reducing their positions, and 7 closing their positions.
314% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 7
33% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 49
17% more capital invested
Capital invested by funds: $574M → $671M (+$97.6M)
11% more funds holding
Funds holding: 177 → 196 (+19)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
167.73% less ownership
Funds ownership: 221.4% → 53.67% (-168%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$8.27M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$4.84M |
| 3 |
Morgan Stanley
New York
|
+$4.05M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.44M |
| 5 |
BDS
Banco de Sabadell
Miami,
Florida
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.08M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.76M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.14M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$4.03M |
| 5 |
IMC Chicago
Chicago,
Illinois
|
-$3.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
201
Cetera Advisors
Denver,
Colorado
| – | -$2.27M | -36,400 | Closed |
|
202
Koshinski Asset Management
Decatur,
Illinois
| – | -$1.54K | -23,676 | Closed |
|
|
WA
203
WESPAC Advisors
Orinda,
California
| – | -$943K | -15,088 | Closed |
|
|
FI
204
FormulaFolio Investments
Grand Rapids,
Michigan
| – | -$277K | -4,436 | Closed |
|
|
RFM
205
Royal Fund Management
Lady Lake,
Florida
| – | -$261K | -4,180 | Closed |
|
IYC Hedge Fund Activity: Q4 2020 in Review
196 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2020, worth a combined $671M — up 17% from $574M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IYC positions and 7 closed out — a net gain of 22 holders — while 65 added to existing stakes and 49 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $8.27M. The largest seller was Royal Bank of Canada, cutting an estimated $5.08M.
- 196 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2020, up from 177 in Q3 2020.
- Funds reported $671M of iShares US Consumer Discretionary ETF stock for Q4 2020, up 17% quarter-over-quarter.
- 29 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2020 and 7 closed out, a net change of +22 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q4 2020 was Cetera Investment Advisers, an estimated $8.27M added.
- The largest iShares US Consumer Discretionary ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $5.08M sold.
Based on aggregated 13F filings for Q4 2020.