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iShares US Consumer Discretionary ETF
IYC

Overview Fund Activity

220 hedge funds and large institutions have $534M invested in iShares US Consumer Discretionary ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+6
Holders Change %
+2.8%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
56
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.4M
2
PFS
Prospera Financial Services
Texas
$8.9M
3
NG
Norden Group
Utah
$6.51M
4
MSAM
Moloney Securities Asset Management
Missouri
$4.03M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$14.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$70.6M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
3
CW
Connectus Wealth
Ohio
$0
4
Citadel Advisors
Citadel Advisors
Florida
$228K
5
Goldman Sachs
Goldman Sachs
New York
$5.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.6M -$68.1M -831,348 -49%
Bank of America
2
Bank of America
North Carolina
$57.4M -$989K -12,062 -2%
UBS Group
3
UBS Group
Switzerland
$40.7M +$1.43M +17,423 +4%
PCH
4
PGIM Custom Harvest
New Jersey
$32.6M -$1.52M -18,509 -4%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.4M +$32.4M +395,056 New
Wells Fargo
6
Wells Fargo
California
$23.4M -$316K -3,855 -1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$14.9M +$3.61M +44,003 +32%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.4M +$586K +7,148 +4%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$11.6M -$87.6K -1,069 -0.8%
LPL Financial
10
LPL Financial
California
$11.3M -$2.42M -29,463 -18%
PFS
11
Prospera Financial Services
Texas
$8.9M +$8.9M +108,526 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.58M +$308K +3,758 +4%
PRS
13
Pinkerton Retirement Specialists
Idaho
$6.76M +$1.48M +18,002 +28%
AWM
14
AE Wealth Management
Kansas
$6.62M -$1.35M -16,439 -17%
TC
15
TownSquare Capital
Utah
$6.58M +$2.41M +29,399 +58%
NG
16
Norden Group
Utah
$6.51M +$6.51M +79,383 New
Osaic Holdings
17
Osaic Holdings
Arizona
$5.85M +$23.9K +292 +0.4%
BCM
18
Brookstone Capital Management
Illinois
$5.43M +$2.12M +25,824 +64%
KWA
19
Kellett Wealth Advisors
Ohio
$5.4M +$915K +11,165 +20%
Goldman Sachs
20
Goldman Sachs
New York
$5.17M -$2.64M -32,261 -34%
BlackRock
21
BlackRock
New York
$5.09M +$2.19M +26,721 +75%
FCFC
22
First Citizens Financial Corp
Iowa
$5.02M +$76.6K +934 +2%
FWCM
23
Ferguson Wellman Capital Management
Oregon
$5M -$449K -5,475 -8%
CIA
24
Concurrent Investment Advisors
Florida
$4.86M +$118K +1,443 +2%
RJA
25
Raymond James & Associates
Florida
$4.79M +$395K +4,818 +9%
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