Free Trial
→ The FED is losing the war on inflation (From WealthPress) (Ad) Free IYC Stock Alerts

iShares U.S. Consumer Discretionary ETF (IYC) Institutional Ownership

iShares U.S. Consumer Discretionary ETF logo
$96.85 -2.56 (-2.58%)
As of 02/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Consumer Discretionary ETF (NYSEARCA:IYC)

Number of
Institutional Buyers
(last 12 months)
135
Total
Institutional Inflows
(last 12 months)
$500.43M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$41.71M
Get IYC Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Consumer Discretionary ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IYC Institutional Buying and Selling by Quarter

iShares U.S. Consumer Discretionary ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Sunbelt Securities Inc.15,589$1.51M0.1%+4.1%0.130%
2/18/2025 Stonebridge Financial Planning Group LLC28,961$2.78M1.2%-3.3%0.242%
2/18/2025 Pinkerton Retirement Specialists LLC120,291$11.57M1.7%N/A1.007%
2/17/2025 Strategic Wealth Partners Ltd.4,177$422K0.0%N/A0.035%
2/17/2025 Royal Bank of Canada205,995$19.80M0.0%+17.2%1.724%
2/17/2025 EP Wealth Advisors LLC5,369$516K0.0%+28.2%0.045%
2/17/2025 CoreCap Advisors LLC37,173$3.57M0.2%+561.6%0.311%
2/17/2025 Cresset Asset Management LLC3,584$345K0.0%N/A0.030%
2/17/2025 Captrust Financial Advisors154,120$14.82M0.0%-2.8%1.290%
2/17/2025 Bank of America Corp DE677,129$65.10M0.0%-4.4%5.666%
2/17/2025 BNP Paribas Financial Markets50,000$4.81M0.0%-2.0%0.418%
2/17/2025 Ameriprise Financial Inc.38,593$3.71M0.0%+94.2%0.323%
2/14/2025 Mercer Global Advisors Inc. ADV2,337$225K0.0%-46.3%0.020%
2/14/2025 Jane Street Group LLC3,271$314K0.0%N/A0.027%
2/14/2025 Lido Advisors LLC2,312$222K0.0%N/A0.019%
2/14/2025 Hsbc Holdings PLC692,460$66.57M0.0%N/A5.795%
2/14/2025 J. Safra Sarasin Holding AG6,580$633K0.0%N/A0.055%
2/14/2025 Stifel Financial Corp78,678$7.56M0.0%+52.8%0.658%
2/14/2025 OneDigital Investment Advisors LLC3,450$332K0.0%-57.8%0.029%
2/14/2025 Transatlantique Private Wealth LLC32,152$3.09M1.2%+10.1%0.269%
2/14/2025 MML Investors Services LLC228,527$21.97M0.1%+593.4%1.912%
2/13/2025 United Capital Financial Advisors LLC53,813$5.17M0.0%-1.6%0.450%
2/13/2025 Anchor Investment Management LLC9,416$905K0.1%-2.2%0.079%
2/13/2025 Mariner LLC12,647$1.22M0.0%+6.8%0.106%
2/13/2025 Townsquare Capital LLC99,782$9.59M0.1%N/A0.835%
2/13/2025 Raymond James Financial Inc.224,269$21.56M0.0%N/A1.877%
2/13/2025 Advisory Services Network LLC117,376$11.29M0.2%+1,937.1%0.982%
2/13/2025 FIL Ltd1,198,865$115.26M0.1%N/A10.032%
2/13/2025 Bank of Montreal Can8,952$861K0.0%-4.6%0.075%
2/13/2025 Sierra Summit Advisors LLC2,235$215K0.0%N/A0.019%
2/13/2025 Garrison Point Advisors LLC15,135$1.46M0.7%-0.8%0.127%
2/13/2025 Envestnet Asset Management Inc.34,012$3.27M0.0%+313.3%0.285%
2/13/2025 Wells Fargo & Company MN284,697$27.37M0.0%+2.3%2.382%
2/12/2025 Allstate Corp3,200$308K0.0%-57.9%0.027%
2/12/2025 Blair William & Co. IL5,584$537K0.0%+2.6%0.047%
2/12/2025 JPMorgan Chase & Co.57,634$5.54M0.0%-8.1%0.482%
2/12/2025 Financial Counselors Inc.3,560$342K0.0%-11.2%0.030%
2/11/2025 LPL Financial LLC167,941$16.15M0.0%+26.2%1.405%
2/11/2025 Samalin Investment Counsel LLC3,809$366K0.2%-5.7%0.032%
2/11/2025 One Charles Private Wealth Services LLC5,362$516K0.2%+10.0%0.045%
Elon Social Security shock? (Ad)

“A Maniacal Sense of Urgency” We could be just days away from Elon Musk launching his next big venture. One Boston based think tank believes it could have drastic impacts on your money and life in America.

Get the details here.
2/10/2025 Thrivent Financial for Lutherans6,614$631K0.0%+3.4%0.055%
2/10/2025 Eaton Financial Holdings Company LLC30,353$2.92M1.1%-1.1%0.254%
2/10/2025 Glenview Trust co16,417$1.58M0.0%N/A0.137%
2/10/2025 Patten & Patten Inc. TN8,027$772K0.1%-2.4%0.067%
2/10/2025 Harbour Investments Inc.725$70K0.0%+316.7%0.006%
2/10/2025 Corient Private Wealth LLC13,096$1.26M0.0%-9.7%0.110%
2/10/2025 Greykasell Wealth Strategies Inc.2,896$278K0.2%N/A0.024%
2/10/2025 Commonwealth Equity Services LLC67,726$6.51M0.0%+3.4%0.567%
2/10/2025 Balboa Wealth Partners23,551$2.26M0.5%N/A0.197%
2/10/2025 Essential Planning LLC.4,800$442K0.0%+100.0%0.040%
2/10/2025 Great Lakes Advisors LLC13,332$1.28M0.0%-4.2%0.112%
2/7/2025 Summit X LLC5,832$561K0.1%-3.1%0.049%
2/7/2025 HighTower Advisors LLC5,993$576K0.0%-23.9%0.050%
2/7/2025 Argentarii LLC2,400$231K0.1%N/A0.020%
2/7/2025 AMG National Trust Bank12,502$1.21M0.0%-1.2%0.105%
2/6/2025 Raymond James Financial Inc.224,269$21.56M0.0%N/A1.877%
2/6/2025 SPC Financial Inc.178,544$17.17M1.5%+3,152.2%1.494%
2/6/2025 Symphony Financial Services Inc.2,321$223K0.2%N/A0.019%
2/6/2025 Atria Investments Inc2,230$214K0.0%N/A0.019%
2/6/2025 Cookson Peirce & Co. Inc.6,669$641K0.0%+98.7%0.056%
2/6/2025 AMJ Financial Wealth Management4,642$446K0.1%-2.3%0.039%
2/6/2025 Steward Partners Investment Advisory LLC15,103$1.45M0.0%+2.2%0.126%
2/6/2025 Jones Financial Companies Lllp7,110$684K0.0%+97.5%0.059%
2/5/2025 Norden Group LLC99,046$9.52M1.1%N/A0.829%
2/5/2025 Smartleaf Asset Management LLC16,528$1.60M0.2%+10.3%0.138%
2/5/2025 Private Trust Co. NA434$42K0.0%+31.5%0.004%
2/5/2025 Simmons Bank12,290$1.18M0.1%-3.9%0.103%
2/4/2025 TruNorth Capital Management LLC330$32K0.4%N/A0.003%
2/4/2025 Bank of New York Mellon Corp8,483$816K0.0%+54.1%0.071%
2/4/2025 IFP Advisors Inc2,082$200K0.0%+313.1%0.017%
2/4/2025 WESPAC Advisors LLC7,792$749K0.6%N/A0.065%
2/3/2025 Navellier & Associates Inc.6,131$589K0.1%N/A0.051%
2/3/2025 RPS Advisory Solutions LLC40,500$3.89M2.4%+529.8%0.339%
2/3/2025 Private Advisor Group LLC27,444$2.64M0.0%+16.5%0.230%
1/31/2025 Global Retirement Partners LLC704$68K0.0%+576.9%0.006%
1/31/2025 Atria Wealth Solutions Inc.2,306$222K0.0%-5.7%0.019%
1/31/2025 Truist Financial Corp12,686$1.22M0.0%+6.1%0.106%
1/31/2025 Sanctuary Advisors LLC10,094$1.02M0.0%-41.4%0.084%
1/30/2025 Allworth Financial LP1,180$117K0.0%+29.4%0.010%
1/30/2025 First Merchants Corp2,659$256K0.0%N/A0.022%
1/29/2025 Ocean Park Asset Management LLC60,211$5.79M0.2%N/A0.504%
1/29/2025 Ferguson Wellman Capital Management Inc.60,337$5.80M0.1%+0.5%0.505%
1/29/2025 Harbour Trust & Investment Management Co2,117$204K0.0%N/A0.018%
1/28/2025 Moloney Securities Asset Management LLC70,547$6.78M0.9%N/A0.590%
1/28/2025 Apollon Wealth Management LLC2,238$215K0.0%-98.5%0.019%
1/28/2025 Realta Investment Advisors360$35K0.0%-25.0%0.003%
1/28/2025 Ameliora Wealth Management Ltd.11,000$1.06M0.4%N/A0.092%
1/28/2025 Migdal Insurance & Financial Holdings Ltd.2,640$254K0.0%+4.8%0.022%
1/27/2025 Tyche Wealth Partners LLC2,100$202K0.0%N/A0.018%
1/27/2025 WESPAC Advisors SoCal LLC28,185$2.71M0.6%+40.7%0.236%
70%, 80%, 90% Win Rates? Grab Your Free Cheatsheets Today! (Ad)

Would you like to know the historic win rate of every trade you take before you place it? Well, it’s all possible with these FIVE Candlestick Pattern Cheatsheets.

>> You can grab your FREE, laminated copies right here << 
1/24/2025 U.S. Capital Wealth Advisors LLC10,297$990K0.0%N/A0.086%
1/24/2025 DAVENPORT & Co LLC14,842$1.43M0.0%+71.7%0.124%
1/24/2025 Clear Creek Financial Management LLC15,836$1.52M0.2%N/A0.133%
1/23/2025 Southern Capital Advisors LLC43,229$4.16M2.3%+3.0%0.362%
1/23/2025 Capital Investment Advisory Services LLC1,256$121K0.0%-8.0%0.011%
1/23/2025 Ibex Wealth Advisors24,093$2.32M0.3%N/A0.202%
1/22/2025 Genesee Capital Advisors LLC2,813$270K0.1%N/A0.024%
1/22/2025 Foundations Investment Advisors LLC7,567$727K0.0%N/A0.063%
1/21/2025 Cottonwood Capital Advisors LLC25,665$2.47M1.8%-1.9%0.215%
1/21/2025 CX Institutional5,279$508K0.0%N/A0.044%
(Data available from 1/1/2016 forward)

IYC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYC shares?

During the previous two years, 223 institutional investors and hedge funds held shares of iShares U.S. Consumer Discretionary ETF. The most heavily invested institutionals were FIL Ltd ($115.26M), The Manufacturers Life Insurance Company ($71.85M), Hsbc Holdings PLC ($66.57M), Bank of America Corp DE ($65.10M), UBS Group AG ($36.32M), Wells Fargo & Company MN ($27.37M), and MML Investors Services LLC ($21.97M).Learn more on IYC's institutional investors.

Which institutional investors have been buying iShares U.S. Consumer Discretionary ETF stock?

Of the 192 institutional investors that purchased iShares U.S. Consumer Discretionary ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: The Manufacturers Life Insurance Company ($1.77M), FIL Ltd ($1.20M), Hsbc Holdings PLC ($692.46K), Raymond James Financial Inc. ($448.54K), Pinkerton Retirement Specialists LLC ($221.96K), MML Investors Services LLC ($197.27K), and 1832 Asset Management L.P. ($189.19K).

How much institutional buying is happening at iShares U.S. Consumer Discretionary ETF?

Institutional investors have bought a total of 7,795,472 shares in the last 24 months. This purchase volume represents approximately $670.66M in transactions.

Which iShares U.S. Consumer Discretionary ETF major shareholders have been selling company stock?

Of the 96 institutional investors that sold iShares U.S. Consumer Discretionary ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Apollon Wealth Management LLC ($148.49K), Quattro Financial Advisors LLC ($87.04K), Brookstone Capital Management ($60.07K), Raymond James Financial Services Advisors Inc. ($58.17K), Cambridge Investment Research Advisors Inc. ($50.30K), Legacy Capital Wealth Partners LLC ($49.64K), and Raymond James & Associates ($49.19K).

How much institutional selling is happening at iShares U.S. Consumer Discretionary ETF?

Institutional investors have sold a total of 901,911 shares in the last 24 months. This volume of shares sold represents approximately $72.22M in transactions.


Related Companies

This page (NYSEARCA:IYC) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
Market down? Do this now.
During Trump's first term, his tariffs sent gold prices soaring. Investors who acted early made a fortune. Now...
Colonial Metals | Sponsored
This Crypto Is Set to Explode in February
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Why Buffett and 100 members of Congress are Piling into this One Investment
This isn't just another investment. It might be the last retirement stock you'll ever need. But this win...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
Warning: China Launches AI Attack on America
If you have any money in AI stocks, pay attention because... According to Louis Navellier, the legendary in...
InvestorPlace | Sponsored
Three new patents reveal Elon and Trump’s secret “Project America”
Right now for a limited time… You can get Tim Bohen’s top 5 Trump stocks for 2025… For only ONE DOLLAR!...
Timothy Sykes | Sponsored