iShares US Consumer Discretionary ETF
132 hedge funds and large institutions have $490M invested in iShares US Consumer Discretionary ETF in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
6% more funds holding
Funds holding: 124 → 132 (+8)
8% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 36
22% less capital inflows, than outflows
Capital inflows: $73.8M | Capital outflows: $94.7M
26.53% less ownership
Funds ownership: 80.23% → 53.7% (-27%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grimes & Company
Westborough,
Massachusetts
|
+$12.6M |
| 2 |
Morgan Stanley
New York
|
+$7.17M |
| 3 |
Credit Suisse
Zurich,
Switzerland
|
+$5.68M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.99M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
-$63.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$7.06M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.91M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.91M |
| 5 |
United Capital Financial Advisors
Irving,
Texas
|
-$3.56M |
IYC Hedge Fund Activity: Q2 2017 in Review
132 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q2 2017, worth a combined $490M — down 2.5% from $503M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IYC positions and 10 closed out — a net gain of 10 holders — while 39 added to existing stakes and 36 trimmed.
The largest buyer was Grimes & Company, opening a new position worth an estimated $12.6M. The largest seller was Credit Agricole, exiting entirely with an estimated $63.2M sold.
- 132 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q2 2017, up from 124 in Q1 2017.
- Funds reported $490M of iShares US Consumer Discretionary ETF stock for Q2 2017, down 2.5% quarter-over-quarter.
- 20 funds opened new iShares US Consumer Discretionary ETF positions in Q2 2017 and 10 closed out, a net change of +10 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q2 2017 was Grimes & Company, an estimated $12.6M added.
- The largest iShares US Consumer Discretionary ETF seller in Q2 2017 was Credit Agricole, an estimated $63.2M sold.
Based on aggregated 13F filings for Q2 2017.