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iShares US Consumer Discretionary ETF

253 hedge funds and large institutions have $2.07B invested in iShares US Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 11

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

241% more capital invested

Capital invested by funds: $607M → $2.07B (+$1.46B)

26% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 57

19% more funds holding

Funds holding: 212253 (+41)

4.99% more ownership

Funds ownership: 54.22%59.22% (+5%)

Holders
253
Holders Change
+41
Holders Change %
+19.34%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
56
Increased
72
Reduced
57
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.13B -$268K -2,868 -20%
Fidelity International
2
Fidelity International
Bermuda
$115M +$112M +1,198,865 New
Morgan Stanley
3
Morgan Stanley
New York
$86.1M +$6.97M +74,667 +9%
PCH
4
PGIM Custom Harvest
New Jersey
$80.1M -$3.81M -40,871 -5%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$66.6M +$64.6M +692,460 New
Bank of America
6
Bank of America
North Carolina
$65.1M -$2.91M -31,203 -4%
UBS Group
7
UBS Group
Switzerland
$48.9M +$871K +9,327 +2%
Wells Fargo
8
Wells Fargo
California
$27.4M +$604K +6,470 +2%
SP
9
Sherman Porfolios
Idaho
$25.4M +$24.6M +263,722 New
MML Investors Services
10
MML Investors Services
Massachusetts
$22M +$18.3M +195,569 +593%
Raymond James Financial
11
Raymond James Financial
Florida
$21.6M +$20.9M +224,269 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$19.8M +$2.82M +30,241 +17%
PFS
13
Prospera Financial Services
Texas
$18M +$7.36M +78,882 +72%
SFI
14
SPC Financial Inc
Maryland
$17.2M +$16.2M +173,054 +3,152%
LPL Financial
15
LPL Financial
California
$16.1M +$3.25M +34,870 +26%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$14.8M -$412K -4,412 -3%
CFA
17
Camarda Financial Advisors
Florida
$14M +$13.6M +145,296 New
PRS
18
Pinkerton Retirement Specialists
Idaho
$11.6M +$11.2M +120,291 New
ASN
19
Advisory Services Network
Georgia
$11.3M +$10.4M +111,614 +1,937%
Osaic Holdings
20
Osaic Holdings
Arizona
$10.4M +$5.12M +54,861 +103%
TC
21
TownSquare Capital
Utah
$9.59M +$9.31M +99,782 New
NG
22
Norden Group
Utah
$9.52M +$9.24M +99,046 New
Stifel Financial
23
Stifel Financial
Missouri
$7.56M +$2.54M +27,190 +53%
MSAM
24
Moloney Securities Asset Management
Missouri
$6.78M +$6.58M +70,547 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.51M +$209K +2,235 +3%

IYC Hedge Fund Activity: Q4 2024 in Review

253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q4 2024, worth a combined $2.07B — up 241% from $607M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYC positions and 11 closed out — a net gain of 45 holders — while 72 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $112M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $71.8M sold.

  • 253 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q4 2024, up from 212 in Q3 2024.
  • Funds reported $2.07B of iShares US Consumer Discretionary ETF stock for Q4 2024, up 241% quarter-over-quarter.
  • 56 funds opened new iShares US Consumer Discretionary ETF positions in Q4 2024 and 11 closed out, a net change of +45 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q4 2024 was Fidelity International, an estimated $112M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $71.8M sold.

Based on aggregated 13F filings for Q4 2024.