iShares US Consumer Discretionary ETF
166 hedge funds and large institutions have $536M invested in iShares US Consumer Discretionary ETF in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 6 closing their positions.
350% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 6
71% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 31
19% more capital invested
Capital invested by funds: $450M → $536M (+$86.3M)
14% more funds holding
Funds holding: 145 → 166 (+21)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.64% less ownership
Funds ownership: 221.12% → 219.48% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.86M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.42M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$6.94M |
| 4 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$5.73M |
| 5 |
Goldman Sachs
New York
|
+$5.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.02M |
| 3 |
BDS
Banco de Sabadell
Miami,
Florida
|
-$4.69M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.93M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.49M |
IYC Hedge Fund Activity: Q3 2018 in Review
166 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q3 2018, worth a combined $536M — up 19% from $450M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IYC positions and 6 closed out — a net gain of 21 holders — while 53 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.86M. The largest seller was Susquehanna International Group, cutting an estimated $6.8M.
- 166 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q3 2018, up from 145 in Q2 2018.
- Funds reported $536M of iShares US Consumer Discretionary ETF stock for Q3 2018, up 19% quarter-over-quarter.
- 27 funds opened new iShares US Consumer Discretionary ETF positions in Q3 2018 and 6 closed out, a net change of +21 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q3 2018 was Morgan Stanley, an estimated $9.86M added.
- The largest iShares US Consumer Discretionary ETF seller in Q3 2018 was Susquehanna International Group, an estimated $6.8M sold.
Based on aggregated 13F filings for Q3 2018.