IYC icon

iShares US Consumer Discretionary ETF

178 hedge funds and large institutions have $317M invested in iShares US Consumer Discretionary ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 21 closing their positions.

Holders
178
Holders Change
+9
Holders Change %
+5.33%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
34
Increased
41
Reduced
55
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.3M 900,660 +72,830 +9%
Bank of America
2
Bank of America
North Carolina
$43.1M 757,048 +176,267 +30%
UBS Group
3
UBS Group
Switzerland
$27M 473,195 +17,478 +4%
Wells Fargo
4
Wells Fargo
California
$16.9M 296,951 -29,301 -9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.5M 289,817 +105,787 +57%
PCH
6
PGIM Custom Harvest
New Jersey
$13.2M 231,422 +231,422 New
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$10.1M 177,014 +177,014 New
LPL Financial
8
LPL Financial
California
$9.13M 160,292 -158,149 -50%
QFA
9
Quattro Financial Advisors
Texas
$8.57M 150,488 +63,209 +72%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.02M 140,805 -2,844 -2%
QA
11
Quantitative Advantage
Minnesota
$7.49M 131,441 +1,654 +1%
Goldman Sachs
12
Goldman Sachs
New York
$5.99M 105,136 -80,552 -43%
UCFA
13
United Capital Financial Advisors
Texas
$5.5M 96,520 +1,225 +1%
Barclays
14
Barclays
United Kingdom
$5.24M 91,914 +91,914 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.84M 84,922 -5,651 -6%
FWCM
16
Ferguson Wellman Capital Management
Oregon
$4.44M 78,011 +3,943 +5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$4.23M 74,221 -7,140 -9%
LCWP
18
Legacy Capital Wealth Partners
Arkansas
$4.11M 72,156 +72,156 New
RJA
19
Raymond James & Associates
Florida
$3.99M 70,000 -4,297 -6%
FCFC
20
First Citizens Financial Corp
Iowa
$3.33M 58,382 -171 -0.3%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.03M 53,170 +1,770 +3%
BAAM
22
Baker Avenue Asset Management
California
$2.55M 44,848 +32,714 +270%
SFPG
23
Stonebridge Financial Planning Group
Florida
$2.44M 42,784 -1,448 -3%
CCA
24
Cottonwood Capital Advisors
Utah
$2.32M 40,728 -893 -2%
WAS
25
WESPAC Advisors SoCal
California
$2.26M 39,642 -3,290 -8%