iShares US Consumer Discretionary ETF
169 hedge funds and large institutions have $441M invested in iShares US Consumer Discretionary ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 65 reducing their positions, and 26 closing their positions.
1% more capital invested
Capital invested by funds: $437M → $441M (+$3.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 26
2% less funds holding
Funds holding: 173 → 169 (-4)
16.63% less ownership
Funds ownership: 221.56% → 204.93% (-17%)
40% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.17M |
| 2 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$6.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.47M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.07M |
| 5 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$15.5M |
| 2 |
BDS
Banco de Sabadell
Miami,
Florida
|
-$14.7M |
| 3 |
Morgan Stanley
New York
|
-$9.42M |
| 4 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$5.24M |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$4.96M |
IYC Hedge Fund Activity: Q1 2019 in Review
169 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q1 2019, worth a combined $441M — up 0.73% from $437M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of IYC and 25 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 39 added.
The largest buyer was Wells Fargo, adding an estimated $7.17M. The largest seller was UBS Group, cutting an estimated $15.5M.
- 169 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q1 2019, down from 173 in Q4 2018.
- Funds reported $441M of iShares US Consumer Discretionary ETF stock for Q1 2019, up 0.73% quarter-over-quarter.
- 25 funds opened new iShares US Consumer Discretionary ETF positions in Q1 2019 and 26 closed out, a net change of -1 holder.
- The largest iShares US Consumer Discretionary ETF buyer in Q1 2019 was Wells Fargo, an estimated $7.17M added.
- The largest iShares US Consumer Discretionary ETF seller in Q1 2019 was UBS Group, an estimated $15.5M sold.
Based on aggregated 13F filings for Q1 2019.