iShares US Consumer Discretionary ETF
197 hedge funds and large institutions have $470M invested in iShares US Consumer Discretionary ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 85 reducing their positions, and 42 closing their positions.
6.36% less ownership
Funds ownership: 53.89% → 47.53% (-6.4%)
13% less funds holding
Funds holding: 227 → 197 (-30)
41% less capital invested
Capital invested by funds: $801M → $470M (-$331M)
51% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 85
67% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 42
88% less funds holding in top 10
Funds holding in top 10: 8 → 1 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$8.56M |
| 2 |
Goldman Sachs
New York
|
+$4.53M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.29M |
| 4 |
Jane Street
New York
|
+$3.07M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$35.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$26.9M |
| 3 |
Bank of New York Mellon
New York
|
-$23.4M |
| 4 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$21.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$20.9M |
IYC Hedge Fund Activity: Q1 2022 in Review
197 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q1 2022, worth a combined $470M — down 41% from $801M a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of IYC and 14 opened new positions — a net loss of 28 holders — while 85 trimmed existing stakes and 42 added.
The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $8.56M. The largest seller was Morgan Stanley, cutting an estimated $35.2M.
- 197 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q1 2022, down from 227 in Q4 2021.
- Funds reported $470M of iShares US Consumer Discretionary ETF stock for Q1 2022, down 41% quarter-over-quarter.
- 14 funds opened new iShares US Consumer Discretionary ETF positions in Q1 2022 and 42 closed out, a net change of -28 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $8.56M added.
- The largest iShares US Consumer Discretionary ETF seller in Q1 2022 was Morgan Stanley, an estimated $35.2M sold.
Based on aggregated 13F filings for Q1 2022.