iShares US Consumer Discretionary ETF
69 hedge funds and large institutions have $281M invested in iShares US Consumer Discretionary ETF in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 20
17% more capital invested
Capital invested by funds: $239M → $281M (+$41.7M)
13% more funds holding
Funds holding: 61 → 69 (+8)
12.74% more ownership
Funds ownership: 242.1% → 254.84% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$8.24M |
| 2 |
DS
DRW Securities
Chicago,
Illinois
|
+$7.34M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.67M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$4.02M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.42M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$3.37M |
| 3 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$2.6M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.4M |
| 5 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
-$935K |
IYC Hedge Fund Activity: Q3 2013 in Review
69 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q3 2013, worth a combined $281M — up 17% from $239M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IYC positions and 5 closed out — a net gain of 8 holders — while 25 added to existing stakes and 20 trimmed.
The largest buyer was Dorsey Wright & Associates, adding an estimated $8.24M. The largest seller was Fidelity Investments, exiting entirely with an estimated $4.42M sold.
- 69 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q3 2013, up from 61 in Q2 2013.
- Funds reported $281M of iShares US Consumer Discretionary ETF stock for Q3 2013, up 17% quarter-over-quarter.
- 13 funds opened new iShares US Consumer Discretionary ETF positions in Q3 2013 and 5 closed out, a net change of +8 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q3 2013 was Dorsey Wright & Associates, an estimated $8.24M added.
- The largest iShares US Consumer Discretionary ETF seller in Q3 2013 was Fidelity Investments, an estimated $4.42M sold.
Based on aggregated 13F filings for Q3 2013.