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iShares US Consumer Discretionary ETF

112 hedge funds and large institutions have $551M invested in iShares US Consumer Discretionary ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

3% less funds holding

Funds holding: 116112 (-4)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less capital invested

Capital invested by funds: $688M → $551M (-$137M)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

39.89% less ownership

Funds ownership: 246.5%206.61% (-40%)

Holders
112
Holders Change
-4
Holders Change %
-3.45%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
11
Increased
43
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$97.8M +$45M +1,245,800 +84%
Morgan Stanley
2
Morgan Stanley
New York
$72.6M +$5.21M +144,212 +8%
Bank of America
3
Bank of America
North Carolina
$42.3M +$7.47M +206,644 +21%
Wells Fargo
4
Wells Fargo
California
$36.9M -$4.57M -126,364 -11%
LPL Financial
5
LPL Financial
California
$36.1M -$1.52M -42,180 -4%
UBS Group
6
UBS Group
Switzerland
$29.5M +$3.39M +93,880 +13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.3M +$241K +6,668 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$15.4M +$290K +8,032 +2%
PWAG
9
Polaris Wealth Advisory Group
California
$12.3M -$513K -14,196 -4%
QA
10
Quantitative Advantage
Minnesota
$12.3M -$222K -6,132 -2%
SI
11
Stephens Inc
Arkansas
$10.3M +$4.1M +113,552 +66%
Goldman Sachs
12
Goldman Sachs
New York
$9.85M
ST
13
Spinnaker Trust
Maine
$8.78M -$18.5K -512 -0.2%
Lazard Asset Management
14
Lazard Asset Management
New York
$8.44M -$2.99M -82,860 -26%
SFI
15
SPC Financial Inc
Maryland
$7.97M +$2.29M +63,300 +40%
AIG
16
American International Group
New York
$7.51M +$3M +83,124 +66%
BFA
17
Beaumont Financial Advisors
Massachusetts
$7.38M -$101M -2,781,712 -93%
BTS
18
BB&T Securities
Virginia
$6.72M -$550K -15,212 -7%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$6.62M +$594K +16,432 +10%
AIM
20
Advantage Investment Management
Iowa
$6.34M +$2.32M +64,288 +57%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.86M +$2.98M +82,424 +155%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.64M +$1.52M +41,992 +48%
F
23
FolioMetrix
Nebraska
$4.57M +$1.24M +34,220 +33%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$4.48M +$220K +6,096 +5%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$4.05M +$4.09M +113,148 New

IYC Hedge Fund Activity: Q2 2015 in Review

112 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q2 2015, worth a combined $551M — down 20% from $688M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IYC and 11 opened new positions — a net loss of 3 holders — while 37 trimmed existing stakes and 43 added.

The largest buyer was AssetMark Inc, adding an estimated $45M. The largest seller was Beaumont Financial Advisors, cutting an estimated $101M.

  • 112 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q2 2015, down from 116 in Q1 2015.
  • Funds reported $551M of iShares US Consumer Discretionary ETF stock for Q2 2015, down 20% quarter-over-quarter.
  • 11 funds opened new iShares US Consumer Discretionary ETF positions in Q2 2015 and 14 closed out, a net change of -3 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q2 2015 was AssetMark Inc, an estimated $45M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q2 2015 was Beaumont Financial Advisors, an estimated $101M sold.

Based on aggregated 13F filings for Q2 2015.