iShares US Consumer Discretionary ETF
182 hedge funds and large institutions have $343M invested in iShares US Consumer Discretionary ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 64 reducing their positions, and 14 closing their positions.
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
8% more capital invested
Capital invested by funds: $317M → $343M (+$25.7M)
2% more funds holding
Funds holding: 178 → 182 (+4)
0.93% less ownership
Funds ownership: 48.14% → 47.21% (-0.93%)
36% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$27.9M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.34M |
| 3 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$1.3M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.29M |
| 5 |
Jane Street
New York
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$11M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.05M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.97M |
| 5 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$2.69M |
IYC Hedge Fund Activity: Q1 2023 in Review
182 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q1 2023, worth a combined $343M — up 8.1% from $317M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IYC positions and 14 closed out — a net gain of 7 holders — while 41 added to existing stakes and 64 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $27.9M. The largest seller was 1832 Asset Management, cutting an estimated $11M.
- 182 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q1 2023, up from 178 in Q4 2022.
- Funds reported $343M of iShares US Consumer Discretionary ETF stock for Q1 2023, up 8.1% quarter-over-quarter.
- 21 funds opened new iShares US Consumer Discretionary ETF positions in Q1 2023 and 14 closed out, a net change of +7 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q1 2023 was Manulife (Manufacturers Life Insurance), an estimated $27.9M added.
- The largest iShares US Consumer Discretionary ETF seller in Q1 2023 was 1832 Asset Management, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2023.