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.
62% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 21
8% more capital invested
Capital invested by funds: $294M → $317M (+$22.7M)
5% more funds holding
Funds holding: 169 → 178 (+9)
3.37% more ownership
Funds ownership: 44.77% → 48.14% (+3.4%)
25% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 55
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$10.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.33M |
| 4 |
Barclays
London,
United Kingdom
|
+$5.5M |
| 5 |
Morgan Stanley
New York
|
+$4.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$9.46M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$5.17M |
| 3 |
Goldman Sachs
New York
|
-$4.82M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.32M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.35M |
IYC Hedge Fund Activity: Q4 2022 in Review
178 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2022, worth a combined $317M — up 7.7% from $294M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IYC positions and 21 closed out — a net gain of 13 holders — while 41 added to existing stakes and 55 trimmed.
The largest buyer was 1832 Asset Management, opening a new position worth an estimated $10.6M. The largest seller was LPL Financial, cutting an estimated $9.46M.
- 178 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2022, up from 169 in Q3 2022.
- Funds reported $317M of iShares US Consumer Discretionary ETF stock for Q4 2022, up 7.7% quarter-over-quarter.
- 34 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2022 and 21 closed out, a net change of +13 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q4 2022 was 1832 Asset Management, an estimated $10.6M added.
- The largest iShares US Consumer Discretionary ETF seller in Q4 2022 was LPL Financial, an estimated $9.46M sold.
Based on aggregated 13F filings for Q4 2022.