iShares US Consumer Discretionary ETF
144 hedge funds and large institutions have $332M invested in iShares US Consumer Discretionary ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 61 reducing their positions, and 39 closing their positions.
9.13% less ownership
Funds ownership: 209.03% → 199.91% (-9.1%)
18% less funds holding
Funds holding: 176 → 144 (-32)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
30% less capital invested
Capital invested by funds: $474M → $332M (-$142M)
52% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 61
77% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$15.3M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.95M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.61M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.47M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$16.3M |
| 2 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$7.94M |
| 3 |
Morgan Stanley
New York
|
-$7.85M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$5.05M |
| 5 |
Jane Street
New York
|
-$4.58M |
IYC Hedge Fund Activity: Q1 2020 in Review
144 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q1 2020, worth a combined $332M — down 30% from $474M a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of IYC and 9 opened new positions — a net loss of 30 holders — while 61 trimmed existing stakes and 29 added.
The largest buyer was SPC Financial Inc, opening a new position worth an estimated $15.3M. The largest seller was Bank of New York Mellon, cutting an estimated $16.3M.
- 144 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q1 2020, down from 176 in Q4 2019.
- Funds reported $332M of iShares US Consumer Discretionary ETF stock for Q1 2020, down 30% quarter-over-quarter.
- 9 funds opened new iShares US Consumer Discretionary ETF positions in Q1 2020 and 39 closed out, a net change of -30 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q1 2020 was SPC Financial Inc, an estimated $15.3M added.
- The largest iShares US Consumer Discretionary ETF seller in Q1 2020 was Bank of New York Mellon, an estimated $16.3M sold.
Based on aggregated 13F filings for Q1 2020.