iShares US Consumer Discretionary ETF
175 hedge funds and large institutions have $485M invested in iShares US Consumer Discretionary ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 52 reducing their positions, and 19 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
47% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 19
10% more capital invested
Capital invested by funds: $439M → $485M (+$45.7M)
6.97% more ownership
Funds ownership: 204.93% → 211.9% (+7%)
4% more funds holding
Funds holding: 169 → 175 (+6)
23% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BDS
Banco de Sabadell
Miami,
Florida
|
+$12.2M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$7.55M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.11M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$4.57M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$4.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$16.8M |
| 2 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$13.9M |
| 3 |
Morgan Stanley
New York
|
-$6.29M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$4.85M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.6M |
IYC Hedge Fund Activity: Q2 2019 in Review
175 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q2 2019, worth a combined $485M — up 10% from $439M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IYC positions and 19 closed out — a net gain of 9 holders — while 40 added to existing stakes and 52 trimmed.
The largest buyer was Banco de Sabadell, opening a new position worth an estimated $12.2M. The largest seller was Grimes & Company, exiting entirely with an estimated $16.8M sold.
- 175 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q2 2019, up from 169 in Q1 2019.
- Funds reported $485M of iShares US Consumer Discretionary ETF stock for Q2 2019, up 10% quarter-over-quarter.
- 28 funds opened new iShares US Consumer Discretionary ETF positions in Q2 2019 and 19 closed out, a net change of +9 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q2 2019 was Banco de Sabadell, an estimated $12.2M added.
- The largest iShares US Consumer Discretionary ETF seller in Q2 2019 was Grimes & Company, an estimated $16.8M sold.
Based on aggregated 13F filings for Q2 2019.