iShares US Consumer Discretionary ETF
176 hedge funds and large institutions have $474M invested in iShares US Consumer Discretionary ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 57 reducing their positions, and 23 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
30% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 23
2.98% more ownership
Funds ownership: 206.05% → 209.03% (+3%)
2% more funds holding
Funds holding: 173 → 176 (+3)
3% less capital invested
Capital invested by funds: $487M → $474M (-$13.2M)
40% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$7.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.44M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.99M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$4.61M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$8.76M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$7.56M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$7.24M |
| 4 |
Bank of New York Mellon
New York
|
-$5.86M |
| 5 |
OC
Oppenheimer & Co
New York
|
-$4.11M |
IYC Hedge Fund Activity: Q4 2019 in Review
176 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2019, worth a combined $474M — down 2.7% from $487M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IYC positions and 23 closed out — a net gain of 7 holders — while 34 added to existing stakes and 57 trimmed.
The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $7.7M. The largest seller was Quantitative Advantage, exiting entirely with an estimated $8.76M sold.
- 176 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2019, up from 173 in Q3 2019.
- Funds reported $474M of iShares US Consumer Discretionary ETF stock for Q4 2019, down 2.7% quarter-over-quarter.
- 30 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2019 and 23 closed out, a net change of +7 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q4 2019 was Qube Research & Technologies (QRT), an estimated $7.7M added.
- The largest iShares US Consumer Discretionary ETF seller in Q4 2019 was Quantitative Advantage, an estimated $8.76M sold.
Based on aggregated 13F filings for Q4 2019.