iShares US Consumer Discretionary ETF
IYC
74 hedge funds and large institutions have $289M invested in iShares US Consumer Discretionary ETF in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 13 closing their positions.
3% less funds holding
Funds holding: 76 → 74 (-2)
11% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 27
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
17% less capital inflows, than outflows
Capital inflows: $67.9M | Capital outflows: $82.2M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock Investment Management
Wilmington,
Delaware
|
+$36.5M |
| 2 |
Goldman Sachs
New York
|
+$5.24M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.57M |
| 4 |
BB&T Securities
Richmond,
Virginia
|
+$3.51M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$14.3M |
| 2 |
Polaris Wealth Advisory Group
San Rafael,
California
|
-$12.4M |
| 3 |
Quantitative Advantage
Minnetonka,
Minnesota
|
-$9.31M |
| 4 |
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$8.6M |
| 5 |
Placemark Investments
Chicago,
Illinois
|
-$7.16M |
IYC Hedge Fund Activity: Q1 2014 in Review
74 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q1 2014, worth a combined $289M — down 5.5% from $306M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of IYC and 11 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 24 added.
The largest buyer was BlackRock Investment Management, opening a new position worth an estimated $36.5M. The largest seller was LPL Financial, cutting an estimated $14.3M.
- 74 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q1 2014, down from 76 in Q4 2013.
- Funds reported $289M of iShares US Consumer Discretionary ETF stock for Q1 2014, down 5.5% quarter-over-quarter.
- 11 funds opened new iShares US Consumer Discretionary ETF positions in Q1 2014 and 13 closed out, a net change of -2 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q1 2014 was BlackRock Investment Management, an estimated $36.5M added.
- The largest iShares US Consumer Discretionary ETF seller in Q1 2014 was LPL Financial, an estimated $14.3M sold.
Based on aggregated 13F filings for Q1 2014.