iShares US Consumer Discretionary ETF
116 hedge funds and large institutions have $622M invested in iShares US Consumer Discretionary ETF in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 8 closing their positions.
238% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 8
81% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 27
22% more capital invested
Capital invested by funds: $509M → $622M (+$113M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
17% more funds holding
Funds holding: 99 → 116 (+17)
40.3% less ownership
Funds ownership: 286.8% → 246.5% (-40%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$18.3M |
| 2 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$17.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$11.6M |
| 4 |
AssetMark Inc
Concord,
California
|
+$10.5M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$6.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$8.91M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.85M |
| 3 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$6.71M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.67M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.06M |
IYC Hedge Fund Activity: Q1 2015 in Review
116 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q1 2015, worth a combined $622M — up 22% from $509M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IYC positions and 8 closed out — a net gain of 19 holders — while 49 added to existing stakes and 27 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $18.3M. The largest seller was Lazard Asset Management, cutting an estimated $8.91M.
- 116 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q1 2015, up from 99 in Q4 2014.
- Funds reported $622M of iShares US Consumer Discretionary ETF stock for Q1 2015, up 22% quarter-over-quarter.
- 27 funds opened new iShares US Consumer Discretionary ETF positions in Q1 2015 and 8 closed out, a net change of +19 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q1 2015 was Beaumont Financial Advisors, an estimated $18.3M added.
- The largest iShares US Consumer Discretionary ETF seller in Q1 2015 was Lazard Asset Management, an estimated $8.91M sold.
Based on aggregated 13F filings for Q1 2015.