iShares US Consumer Discretionary ETF
190 hedge funds and large institutions have $360M invested in iShares US Consumer Discretionary ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 16 closing their positions.
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
7% more capital invested
Capital invested by funds: $337M → $360M (+$23M)
4% more funds holding
Funds holding: 182 → 190 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.83% less ownership
Funds ownership: 47.21% → 45.37% (-1.8%)
11% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$8.48M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.34M |
| 3 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$3.34M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$28.8M |
| 2 |
Barclays
London,
United Kingdom
|
-$4.18M |
| 3 |
Morgan Stanley
New York
|
-$3.67M |
| 4 |
QFA
Quattro Financial Advisors
The Woodlands,
Texas
|
-$3.49M |
| 5 |
Goldman Sachs
New York
|
-$2.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
201
Centaurus Financial
Anaheim,
California
| – | -$246K | -3,799 | Closed |
|
|
RIG
202
RiverFront Investment Group
Richmond,
Virginia
| – | -$235K | -3,635 | Closed |
|
|
BAM
203
Belpointe Asset Management
Reno,
Nevada
| – | -$110K | -1,698 | Closed |
|
|
GFWA
204
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$42.2K | -652 | Closed |
|
205
Simplex Trading
Chicago,
Illinois
| – | -$39K | -612 | Closed |
|
|
AAS
206
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$32.4K | -500 | Closed |
|
|
BDS
207
Banco de Sabadell
Miami,
Florida
| – | -$17K | -260 | Closed |
|
IYC Hedge Fund Activity: Q2 2023 in Review
190 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q2 2023, worth a combined $360M — up 6.8% from $337M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IYC positions and 16 closed out — a net gain of 9 holders — while 48 added to existing stakes and 54 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $8.48M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $28.8M sold.
- 190 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q2 2023, up from 182 in Q1 2023.
- Funds reported $360M of iShares US Consumer Discretionary ETF stock for Q2 2023, up 6.8% quarter-over-quarter.
- 25 funds opened new iShares US Consumer Discretionary ETF positions in Q2 2023 and 16 closed out, a net change of +9 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q2 2023 was CAPTRUST Financial Advisors, an estimated $8.48M added.
- The largest iShares US Consumer Discretionary ETF seller in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $28.8M sold.
Based on aggregated 13F filings for Q2 2023.