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iShares US Consumer Discretionary ETF

61 hedge funds and large institutions have $238M invested in iShares US Consumer Discretionary ETF in 2013 Q2 according to their latest regulatory filings, with 61 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

242.1% more ownership

Funds ownership: 0%242.1% (+242%)

Holders
61
Holders Change
+61
Holders Change %
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
61
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.4M +$34M +1,340,584 New
BFA
2
Beaumont Financial Advisors
Massachusetts
$23M +$22.7M +895,972 New
Wells Fargo
3
Wells Fargo
California
$22.5M +$22.2M +876,316 New
Bank of America
4
Bank of America
North Carolina
$16.8M +$16.6M +656,376 New
LPL Financial
5
LPL Financial
California
$15.4M +$15.2M +599,324 New
U
6
UBS
Switzerland
$14.4M +$14.2M +562,312 New
DWA
7
Dorsey Wright & Associates
California
$12.5M +$12.3M +485,284 New
AIA
8
Arrow Investment Advisors
Maryland
$12.4M +$12.3M +483,880 New
QA
9
Quantitative Advantage
Minnesota
$10.9M +$10.8M +426,104 New
PWAG
10
Polaris Wealth Advisory Group
California
$10M +$9.92M +391,588 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.74M +$7.65M +302,060 New
ST
12
Spinnaker Trust
Maine
$6.04M +$5.97M +235,532 New
PI
13
Placemark Investments
Illinois
$5.71M +$5.65M +222,912 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$4.42M +$4.37M +172,340 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.13M +$4.08M +161,052 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$4.11M +$4.06M +160,364 New
SFI
17
SPC Financial Inc
Maryland
$3.76M +$3.71M +146,600 New
NSIM
18
North Star Investment Management
Illinois
$2.69M +$2.66M +104,792 New
CWM
19
Cabot Wealth Management
Massachusetts
$2.69M +$2.66M +104,784 New
JP Morgan Chase
20
JP Morgan Chase
New York
$2.52M +$2.49M +98,108 New
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$2.03M +$2M +79,116 New
SI
22
Stephens Inc
Arkansas
$1.48M +$1.46M +57,704 New
GC
23
Guggenheim Capital
Illinois
$1.4M +$1.38M +54,472 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.3M +$1.28M +50,568 New
SNC
25
Stifel Nicolaus & Co
Missouri
$1.25M +$1.23M +48,600 New

IYC Hedge Fund Activity: Q2 2013 in Review

61 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q2 2013, worth a combined $238M.

Buyers outnumbered sellers: 61 funds opened new IYC positions and 0 closed out — a net gain of 61 holders — while 0 added to existing stakes and 0 trimmed.

  • 61 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $238M of iShares US Consumer Discretionary ETF stock for Q2 2013.
  • 61 funds opened new iShares US Consumer Discretionary ETF positions in Q2 2013 and 0 closed out, a net change of +61 holders.

Based on aggregated 13F filings for Q2 2013.