Who Owns IYC?
iShares U.S. Consumer Discretionary ETF — Institutional Ownership & 13F Holdings
$102.65
-0.63 (-0.61%)
Market Cap
$1.2B
Shares Outstanding
11,650,383
Institutional Holders
235
Total Inst. Value
$785.0M
% of Float Held
—
QoQ Holder Change
+82
Institutional data as of Q1 2025
New Positions
69
Closed Positions
46
Increased
66
Decreased
47
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Harel Insurance Investments & Financial Services Ltd.New | $116.3M | 1,316,435 |
| 2 | PGIM Custom Harvest LLC | $86.0M | 974,216 |
| 3 | MORGAN STANLEY | $83.7M | 947,814 |
| 4 | BANK OF AMERICA CORP /DE/ | $69.1M | 782,716 |
| 5 | UBS Group AG | $49.3M | 558,204 |
| 6 | WELLS FARGO & COMPANY/MN | $32.9M | 373,029 |
| 7 | ROYAL BANK OF CANADA | $22.8M | 258,417 |
| 8 | MML INVESTORS SERVICES, LLC | $22.4M | 253,935 |
| 9 | RAYMOND JAMES FINANCIAL INC | $18.4M | 208,016 |
| 10 | Prospera Financial Services Inc | $18.2M | 205,646 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Harel Insurance Investments & Financial Services Ltd.New | +1.3M | $116.3M |
| PGIM Custom Harvest LLC | +141K | $86.0M |
| MORGAN STANLEY | +52K | $83.7M |
| BANK OF AMERICA CORP /DE/ | +106K | $69.1M |
| UBS Group AG | +50K | $49.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| 1 NORTH WEALTH SERVICES LLC | -66K | $83K |
| CoreCap Advisors, LLC | -32K | $446K |
| AE Wealth Management LLC | -30K | $3.3M |
| RAYMOND JAMES FINANCIAL INC | -16K | $18.4M |
| IBEX WEALTH ADVISORS | -14K | $928K |
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Frequently Asked Questions
How many institutional investors hold IYC?
As of Q1 2025, 235 institutional investors report holding IYC (iShares U.S. Consumer Discretionary ETF) in their 13F filings.
Which hedge fund owns the most IYC?
The largest institutional holder of IYC is Harel Insurance Investments & Financial Services Ltd. with $116.3M in shares.
Are institutions buying or selling IYC?
This quarter, 69 institutions opened new positions in IYC and 46 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.