iShares US Consumer Discretionary ETF
215 hedge funds and large institutions have $524M invested in iShares US Consumer Discretionary ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 16 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
194% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 16
28% more capital invested
Capital invested by funds: $411M → $524M (+$113M)
15% more funds holding
Funds holding: 187 → 215 (+28)
14% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 50
3% more ownership
Funds ownership: 55.25% → 58.25% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$62.1M |
| 2 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$13.9M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$13.2M |
| 4 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$4.49M |
| 5 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$4.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$63.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.03M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.75M |
| 4 |
Jane Street
New York
|
-$2.08M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.07M |
IYC Hedge Fund Activity: Q4 2023 in Review
215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2023, worth a combined $524M — up 28% from $411M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new IYC positions and 16 closed out — a net gain of 31 holders — while 57 added to existing stakes and 50 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $62.1M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $63.8M sold.
- 215 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2023, up from 187 in Q3 2023.
- Funds reported $524M of iShares US Consumer Discretionary ETF stock for Q4 2023, up 28% quarter-over-quarter.
- 47 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2023 and 16 closed out, a net change of +31 holders.
- The largest iShares US Consumer Discretionary ETF buyer in Q4 2023 was Morgan Stanley, an estimated $62.1M added.
- The largest iShares US Consumer Discretionary ETF seller in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $63.8M sold.
Based on aggregated 13F filings for Q4 2023.