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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Independent Financial Group, LlcSell-1,941-40.4%2,859$294.85KQ4 2025May 15, 2026
Advisortrust Partners, LlcBuy+106,471—106,471$10.98MQ4 2025Mar 10, 2026
Anchor Investment Management, LlcBuy+8,483—8,483$874.84KQ4 2025Feb 26, 2026
Sunbelt Securities, Inc.Buy+17,766—17,766$1.83MQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+12,331—12,331$1.27MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+216,307—216,307$22.31MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+34,090—34,090$3.52MQ4 2025Feb 18, 2026
Kkm Financial LlcBuy+10,534—10,534$1.09MQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+6,096—6,096$628.68KQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+5,220—5,220$538.38KQ4 2025Feb 18, 2026
First Citizens Bank & Trust CoBuy+3,975—3,975$409.94KQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+3,448—3,448$355.54KQ4 2025Feb 18, 2026
Blue Chip Partners, LlcBuy+2,210—2,210$227.90KQ4 2025Feb 18, 2026
Strive Financial Group ,LlcBuy+350—350$36.10KQ4 2025Feb 18, 2026
Pgim Custom Harvest LlcBuy+975,283—975,283$100.58MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+885,366—885,366$91.31MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+273,892—273,892$28.25MQ4 2025Feb 17, 2026
Minichmacgregor Wealth Management, LlcBuy+199,422—199,422$20.57MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+154,158—154,158$15.90MQ4 2025Feb 17, 2026
Two Sigma Investments, LpBuy+143,700—143,700$14.82MQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+131,631—131,631$13.58MQ4 2025Feb 17, 2026
Zurich Insurance Group Ltd/FiBuy+58,900—58,900$6.11MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+52,171—52,171$5.38MQ4 2025Feb 17, 2026
United Capital Financial Advisors, LlcBuy+48,285—48,285$4.98MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+38,551—38,551$3.98MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+36,577—36,577$3.77MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+28,553—28,553$2.94MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+20,921—20,921$2.16MQ4 2025Feb 17, 2026
Wealthcare Asset Management, LlcBuy+18,102—18,102$1.90MQ4 2025Feb 17, 2026
Fmr LlcBuy+13,300—13,300$1.37MQ4 2025Feb 17, 2026
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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.