iShares US Consumer Discretionary ETF
210 hedge funds and large institutions have $776M invested in iShares US Consumer Discretionary ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 18 closing their positions.
33% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 18
29% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 55
2% more funds holding
Funds holding: 206 → 210 (+4)
1.01% more ownership
Funds ownership: 53.64% → 54.65% (+1%)
2% less capital invested
Capital invested by funds: $788M → $776M (-$12.2M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
+$5.59M |
| 2 |
Barclays
London,
United Kingdom
|
+$4.6M |
| 3 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$4.03M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$2.72M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$21.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$19M |
| 3 |
BDS
Banco de Sabadell
Miami,
Florida
|
-$17M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$4.53M |
| 5 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$4.3M |
IYC Hedge Fund Activity: Q2 2021 in Review
210 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q2 2021, worth a combined $776M — down 1.5% from $788M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IYC positions and 18 closed out — a net gain of 6 holders — while 71 added to existing stakes and 55 trimmed.
The largest buyer was IronBridge Private Wealth, opening a new position worth an estimated $5.59M. The largest seller was Howard Capital Management, cutting an estimated $21.6M.
- 210 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q2 2021, up from 206 in Q1 2021.
- Funds reported $776M of iShares US Consumer Discretionary ETF stock for Q2 2021, down 1.5% quarter-over-quarter.
- 24 funds opened new iShares US Consumer Discretionary ETF positions in Q2 2021 and 18 closed out, a net change of +6 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q2 2021 was IronBridge Private Wealth, an estimated $5.59M added.
- The largest iShares US Consumer Discretionary ETF seller in Q2 2021 was Howard Capital Management, an estimated $21.6M sold.
Based on aggregated 13F filings for Q2 2021.