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iShares US Consumer Discretionary ETF

256 hedge funds and large institutions have $1.1B invested in iShares US Consumer Discretionary ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

30% more capital invested

Capital invested by funds: $845M → $1.1B (+$256M)

20% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 70

8.24% more ownership

Funds ownership: 63.87%72.11% (+8.2%)

8% more funds holding

Funds holding: 238256 (+18)

Holders
256
Holders Change
+18
Holders Change %
+7.56%
% of All Funds
3.37%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
43
Increased
84
Reduced
70
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$159M +$25.6M +276,666 +21%
Morgan Stanley
2
Morgan Stanley
New York
$107M +$11.4M +122,691 +13%
PCH
3
PGIM Custom Harvest
New Jersey
$102M +$4.92M +53,074 +5%
Bank of America
4
Bank of America
North Carolina
$85.1M +$6.59M +71,115 +9%
UBS Group
5
UBS Group
Switzerland
$53.6M -$1.9M -20,542 -4%
PRS
6
Pinkerton Retirement Specialists
Idaho
$34.3M +$31.9M +344,097 New
MML Investors Services
7
MML Investors Services
Massachusetts
$34.2M +$8.27M +89,260 +35%
Wells Fargo
8
Wells Fargo
California
$33.4M -$3.54M -38,176 -10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$26.1M +$286K +3,090 +1%
SP
10
Sherman Porfolios
Idaho
$23.8M +$22.1M +239,024 New
Raymond James Financial
11
Raymond James Financial
Florida
$22.9M +$2M +21,632 +10%
LPL Financial
12
LPL Financial
California
$21.4M +$2.77M +29,866 +16%
FIA
13
Foundations Investment Advisors
Arizona
$19.9M +$950K +10,248 +5%
MWM
14
MinichMacGregor Wealth Management
New York
$19.1M +$1.92M +20,675 +12%
SFI
15
SPC Financial Inc
Maryland
$18.4M +$119K +1,282 +0.7%
Stifel Financial
16
Stifel Financial
Missouri
$15.9M +$1.18M +12,764 +9%
GF
17
Gimbal Financial
Indiana
$15.6M +$14.5M +156,124 New
Osaic Holdings
18
Osaic Holdings
Arizona
$15M +$191K +2,058 +1%
CFA
19
Camarda Financial Advisors
Florida
$13.7M +$12.7M +137,272 New
PFS
20
Prospera Financial Services
Texas
$12.7M -$7.25M -78,262 -38%
ASN
21
Advisory Services Network
Georgia
$11.9M -$802K -8,657 -7%
Goldman Sachs
22
Goldman Sachs
New York
$11.2M +$2.15M +23,231 +26%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.44M +$1.86M +20,101 +31%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.99M -$139K -1,505 -2%
WDL
25
Well Done LLC
Michigan
$5.87M +$5.45M +58,871 New

IYC Hedge Fund Activity: Q2 2025 in Review

256 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares US Consumer Discretionary ETF (IYC) for Q2 2025, worth a combined $1.1B — up 30% from $845M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IYC positions and 22 closed out — a net gain of 21 holders — while 84 added to existing stakes and 70 trimmed.

The largest buyer was Pinkerton Retirement Specialists, opening a new position worth an estimated $31.9M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $13.3M.

  • 256 institutional investors held iShares US Consumer Discretionary ETF (IYC) as of Q2 2025, up from 238 in Q1 2025.
  • Funds reported $1.1B of iShares US Consumer Discretionary ETF stock for Q2 2025, up 30% quarter-over-quarter.
  • 43 funds opened new iShares US Consumer Discretionary ETF positions in Q2 2025 and 22 closed out, a net change of +21 holders.
  • The largest iShares US Consumer Discretionary ETF buyer in Q2 2025 was Pinkerton Retirement Specialists, an estimated $31.9M added.
  • The largest iShares US Consumer Discretionary ETF seller in Q2 2025 was CAPTRUST Financial Advisors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2025.