ISHARES US CONSUMER DISCRETI (IYC) Institutional Ownership Changes & 13F Activity
ISHARES US CONSUMER DISCRETI (IYC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Pgim Custom Harvest Llc, Bank Of America Corp, Royal Bank Of Canada, Raymond James Financial Inc, and Minichmacgregor Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -1,941 | -40.4% | 2,859 | $294.85K | Q4 2025 | May 15, 2026 |
| Advisortrust Partners, Llc | Buy | +106,471 | — | 106,471 | $10.98M | Q4 2025 | Mar 10, 2026 |
| Anchor Investment Management, Llc | Buy | +8,483 | — | 8,483 | $874.84K | Q4 2025 | Feb 26, 2026 |
| Sunbelt Securities, Inc. | Buy | +17,766 | — | 17,766 | $1.83M | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +12,331 | — | 12,331 | $1.27M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +216,307 | — | 216,307 | $22.31M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +34,090 | — | 34,090 | $3.52M | Q4 2025 | Feb 18, 2026 |
| Kkm Financial Llc | Buy | +10,534 | — | 10,534 | $1.09M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +6,096 | — | 6,096 | $628.68K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +5,220 | — | 5,220 | $538.38K | Q4 2025 | Feb 18, 2026 |
| First Citizens Bank & Trust Co | Buy | +3,975 | — | 3,975 | $409.94K | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +3,448 | — | 3,448 | $355.54K | Q4 2025 | Feb 18, 2026 |
| Blue Chip Partners, Llc | Buy | +2,210 | — | 2,210 | $227.90K | Q4 2025 | Feb 18, 2026 |
| Strive Financial Group ,Llc | Buy | +350 | — | 350 | $36.10K | Q4 2025 | Feb 18, 2026 |
| Pgim Custom Harvest Llc | Buy | +975,283 | — | 975,283 | $100.58M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +885,366 | — | 885,366 | $91.31M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +273,892 | — | 273,892 | $28.25M | Q4 2025 | Feb 17, 2026 |
| Minichmacgregor Wealth Management, Llc | Buy | +199,422 | — | 199,422 | $20.57M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +154,158 | — | 154,158 | $15.90M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +143,700 | — | 143,700 | $14.82M | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +131,631 | — | 131,631 | $13.58M | Q4 2025 | Feb 17, 2026 |
| Zurich Insurance Group Ltd/Fi | Buy | +58,900 | — | 58,900 | $6.11M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +52,171 | — | 52,171 | $5.38M | Q4 2025 | Feb 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +48,285 | — | 48,285 | $4.98M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +38,551 | — | 38,551 | $3.98M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +36,577 | — | 36,577 | $3.77M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +28,553 | — | 28,553 | $2.94M | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +20,921 | — | 20,921 | $2.16M | Q4 2025 | Feb 17, 2026 |
| Wealthcare Asset Management, Llc | Buy | +18,102 | — | 18,102 | $1.90M | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +13,300 | — | 13,300 | $1.37M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about IYC activity
Which institutional owners are buying IYC?
Institutional owners buying IYC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IYC activity?
"Buy" means an investor increased their reported position in IYC compared to the prior reporting period. This reflects growing exposure to ISHARES US CONSUMER DISCRETI (IYC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IYC increasing?
Institutional interest in IYC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.