iShares US Consumer Discretionary ETF
122 hedge funds and large institutions have $588M invested in iShares US Consumer Discretionary ETF in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 12 closing their positions.
185% more capital inflows, than outflows
Capital inflows: $92.6M | Capital outflows: $32.5M
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
33% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 33
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
7% more funds holding
Funds holding: 114 → 122 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$15.8M |
| 2 |
United Capital Financial Advisors
Irving,
Texas
|
+$11.4M |
| 3 |
BB&T Securities
Richmond,
Virginia
|
+$7.61M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.91M |
| 5 |
MSI Financial Services
Springfield,
Massachusetts
|
+$5.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$4.85M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.68M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.39M |
| 4 |
Virtu KCG Holdings
New York
|
-$3.11M |
| 5 |
Independent Portfolio Consultants
Boca Raton,
Florida
|
-$2.69M |
IYC Hedge Fund Activity: Q4 2015 in Review
122 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2015, worth a combined $588M — up 16% from $505M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IYC positions and 12 closed out — a net gain of 11 holders — while 44 added to existing stakes and 33 trimmed.
The largest buyer was LPL Financial, adding an estimated $15.8M. The largest seller was Beaumont Financial Advisors, cutting an estimated $4.85M.
- 122 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2015, up from 114 in Q3 2015.
- Funds reported $588M of iShares US Consumer Discretionary ETF stock for Q4 2015, up 16% quarter-over-quarter.
- 23 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2015 and 12 closed out, a net change of +11 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q4 2015 was LPL Financial, an estimated $15.8M added.
- The largest iShares US Consumer Discretionary ETF seller in Q4 2015 was Beaumont Financial Advisors, an estimated $4.85M sold.
Based on aggregated 13F filings for Q4 2015.