We are live on ! Find out more
IYC icon

iShares US Consumer Discretionary ETF

167 hedge funds and large institutions have $531M invested in iShares US Consumer Discretionary ETF in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

60% more capital invested

Capital invested by funds: $332M → $531M (+$198M)

26.04% more ownership

Funds ownership: 199.91%225.95% (+26%)

16% more funds holding

Funds holding: 144167 (+23)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
167
Holders Change
+23
Holders Change %
+15.97%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
35
Increased
43
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$76M +$3.89M +75,140 +6%
Bank of America
2
Bank of America
North Carolina
$75.4M -$4.12M -79,612 -5%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.7M +$42.5M +822,000 New
Wells Fargo
4
Wells Fargo
California
$41M +$5.09M +98,380 +15%
UBS Group
5
UBS Group
Switzerland
$27.9M -$5.05M -97,592 -16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$25.7M +$12.7M +246,132 +110%
SFI
7
SPC Financial Inc
Maryland
$16M +$308K +5,944 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$11.9M +$68.7K +1,328 +0.6%
QA
9
Quantitative Advantage
Minnesota
$11.9M +$9.96M +192,600 +786%
LPL Financial
10
LPL Financial
California
$11.8M +$1.05M +20,344 +10%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$10.4M +$9.83M +190,104 New
Ameriprise
12
Ameriprise
Minnesota
$9.24M +$1.04M +20,168 +14%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$9.21M +$698K +13,484 +9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.23M +$2.65M +51,272 +52%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.11M +$5.67M +109,660 +285%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.93M +$6.15M +118,820 +458%
Goldman Sachs
17
Goldman Sachs
New York
$7.1M -$985K -19,036 -13%
HCM
18
Howard Capital Management
Georgia
$6.55M +$6.05M +116,900 New
FWCM
19
Ferguson Wellman Capital Management
Oregon
$5.66M -$500K -9,660 -9%
IMC Chicago
20
IMC Chicago
Illinois
$5.25M +$1.27M +24,512 +34%
UCFA
21
United Capital Financial Advisors
Texas
$4.71M +$468K +9,056 +12%
RJA
22
Raymond James & Associates
Florida
$4.69M +$189K +3,652 +4%
FAAS
23
First Allied Advisory Services
California
$4.63M +$4.37M +84,564 New
Stifel Financial
24
Stifel Financial
Missouri
$4.28M +$846K +16,356 +26%
MWM
25
MinichMacGregor Wealth Management
New York
$4.02M +$3.8M +73,420 New

IYC Hedge Fund Activity: Q2 2020 in Review

167 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q2 2020, worth a combined $531M — up 60% from $332M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYC positions and 10 closed out — a net gain of 25 holders — while 43 added to existing stakes and 41 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $42.5M. The largest seller was UBS Group, cutting an estimated $5.05M.

  • 167 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q2 2020, up from 144 in Q1 2020.
  • Funds reported $531M of iShares US Consumer Discretionary ETF stock for Q2 2020, up 60% quarter-over-quarter.
  • 35 funds opened new iShares US Consumer Discretionary ETF positions in Q2 2020 and 10 closed out, a net change of +25 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q2 2020 was Manulife (Manufacturers Life Insurance), an estimated $42.5M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q2 2020 was UBS Group, an estimated $5.05M sold.

Based on aggregated 13F filings for Q2 2020.