iShares US Consumer Discretionary ETF
187 hedge funds and large institutions have $411M invested in iShares US Consumer Discretionary ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 25 closing their positions.
14% more capital invested
Capital invested by funds: $360M → $411M (+$50.8M)
9.87% more ownership
Funds ownership: 45.37% → 55.25% (+9.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 25
2% less funds holding
Funds holding: 190 → 187 (-3)
24% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$67.2M |
| 2 |
Goldman Sachs
New York
|
+$3.85M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.77M |
| 4 |
JP Morgan Chase
New York
|
+$2.38M |
| 5 |
Jane Street
New York
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QFA
Quattro Financial Advisors
The Woodlands,
Texas
|
-$5.15M |
| 2 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$3.62M |
| 3 |
Morgan Stanley
New York
|
-$2.29M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.22M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$2.1M |
IYC Hedge Fund Activity: Q3 2023 in Review
187 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q3 2023, worth a combined $411M — up 14% from $360M a quarter earlier.
Fund positioning in IYC was balanced in Q3 2023: 25 funds opened new positions, 25 closed out, 42 added to existing stakes and 55 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $67.2M. The largest seller was Quattro Financial Advisors, cutting an estimated $5.15M.
- 187 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q3 2023, down from 190 in Q2 2023.
- Funds reported $411M of iShares US Consumer Discretionary ETF stock for Q3 2023, up 14% quarter-over-quarter.
- 25 funds opened new iShares US Consumer Discretionary ETF positions in Q3 2023 and 25 closed out, a net change of 0 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $67.2M added.
- The largest iShares US Consumer Discretionary ETF seller in Q3 2023 was Quattro Financial Advisors, an estimated $5.15M sold.
Based on aggregated 13F filings for Q3 2023.