iShares U.S. Consumer Discretionary ETF

IYC • ARCA

iShares U.S. Consumer Discretionary ETF is an exchange-traded fund on ARCA. As of Q3 2025, 260 institutional investors hold shares in this ETF, with total holdings valued at $1.2B. Harel Insurance Investments & Financial Services Ltd. is the largest holder with a position valued at $192.5M.

Overview

Overview of institutional ownership in IYC as of Q3 2025

All Institutions

Institutions: 260
Value Held: $1.2B
Shares Held: 11.7M
Avg Position: $4.7M
Median Position: $515.4K

Hedge Funds

Hedge Funds: 5
Value Held: $13.6M
Shares Held: 129.3K
Avg Position: $2.7M
Median Position: $510.7K

Biggest Investors

Institutions with the largest positions in IYC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
H Harel Insurance Investments & Financial Services Ltd. Institution	-	$192.5M 1.96% of portfolio	1.8M shares	Q1 2025 Held for 8 months	$9.8B
M MANUFACTURERES LIFE INSURANCE CO Institution	-	$126.5M 0.11% of portfolio	1.2M shares	Q3 2025 Held for 2 months	$120.17B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$111.5M 0.01% of portfolio	1.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
Green Harvest Asset Management LLC Long Only Manager	Stuart Sherman Parker CEO	$104.2M 1.60% of portfolio	994.5K shares	Q4 2022 Held for 2y 11m	$6.5B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$90.8M 0.01% of portfolio	866.6K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
UBS Group AG Institution	Sergio P. Ermotti CEO	$57.2M 0.01% of portfolio	546.0K shares	Q4 2014 Held for 10y 11m	$511.54B
MML INVESTORS SERVICES, LLC RIA/Wealth	Vaughn Charles Bowman CEO	$38.7M 0.11% of portfolio	368.9K shares	Q2 2017 Held for 8y 5m	$36.7B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$37.6M 0.01% of portfolio	358.8K shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
R ROYAL BANK OF CANADA Institution	-	$27.6M 0.01% of portfolio	263.1K shares	≤ Q2 2013 Held for 12y 5m+	$542.04B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$22.3M 0.01% of portfolio	212.5K shares	Q4 2024 Held for 11 months	$310.43B

Net Capital Flow

Institutional buying and selling activity for IYC in Q3 2025

Traded: +$127.0M
Buyers: 122
Sellers: 93
Total Bought: +$225.5M
Total Sold: −$98.5M
Avg Position: $4.4M

Biggest Buyers

Institution	Net Bought	Current Position
M MANUFACTURERES LIFE INSURANCE CO Institution	+$126.5M +1.2M shares	$126.5M 1.2M shares
H Harel Insurance Investments & Financial Services Ltd. Institution	+$25.6M +244.0K shares	$192.5M 1.8M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$11.1M +106.0K shares	$11.1M 106.0K shares
T Three Seasons Wealth, LLC RIA/Wealth	+$8.7M +83.2K shares	$8.7M 83.2K shares
Cornerstone Wealth Group, LLC RIA/Wealth	+$7.6M +72.3K shares	$7.6M 72.3K shares
Strategic Blueprint, LLC RIA/Wealth	+$3.8M +35.9K shares	$3.8M 35.9K shares
M Madison Park Capital Advisors, LLC RIA/Wealth	+$3.4M +32.4K shares	$3.4M 32.4K shares
F FLOW TRADERS U.S. LLC Institution	+$3.3M +31.9K shares	$3.3M 31.9K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$2.7M +25.7K shares	$38.7M 368.9K shares
WELLS FARGO & COMPANY/MN Institution	+$2.5M +24.0K shares	$37.6M 358.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
Pinkerton Retirement Specialists, LLC RIA/Wealth	−$34.3M −344.1K shares	Sold Off 0 shares
Camarda Wealth Advisory Group, LLLP RIA/Wealth	−$13.7M −137.3K shares	Sold Off 0 shares
Summit Financial Consulting LLC RIA/Wealth	−$5.8M −58.3K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$5.7M −54.5K shares	$16.8M 160.5K shares
Anfield Capital Management, LLC Long Only Manager	−$5.0M −49.8K shares	Sold Off 0 shares
USA Financial Portformulas Corp Long Only Manager	−$3.6M −35.9K shares	Sold Off 0 shares
Green Harvest Asset Management LLC Long Only Manager	−$3.4M −32.8K shares	$104.2M 994.5K shares
J JANE STREET GROUP, LLC Institution	−$2.8M −28.0K shares	Sold Off 0 shares
Balboa Wealth Partners RIA/Wealth	−$2.7M −26.6K shares	Sold Off 0 shares
Equitable Holdings, Inc. Institution	−$2.1M −20.3K shares	$1.1M 10.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IYC in Q3 2025

New Positions: 16
New Value: $14.1M
Exited Positions: 20
Exited Value: $71.8M

New Positions

Institution	Position Value
Cornerstone Wealth Group, LLC RIA/Wealth	$7.6M 72.3K shares
M Madison Park Capital Advisors, LLC RIA/Wealth	$3.4M 32.4K shares
Astoria Portfolio Advisors LLC. Fund of Funds	$635.3K 6.1K shares
DOLIVER CAPITAL ADVISORS, INC. RIA/Wealth	$342.6K 3.3K shares
Accredited Investors Inc. RIA/Wealth	$292.2K 2.8K shares
S Sageworth Trust Co Institution	$274.5K 2.6K shares
Fundamentun, LLC RIA/Wealth	$269.9K 2.6K shares
NORTHERN TRUST CORP Institution	$264.7K 2.5K shares
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth	$256.2K 2.4K shares
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	$255.9K 2.4K shares

Exited Positions

Institution	Previous Position
Pinkerton Retirement Specialists, LLC RIA/Wealth	$34.3M 344.1K shares
Camarda Wealth Advisory Group, LLLP RIA/Wealth	$13.7M 137.3K shares
Summit Financial Consulting LLC RIA/Wealth	$5.8M 58.3K shares
Anfield Capital Management, LLC Long Only Manager	$5.0M 49.8K shares
USA Financial Portformulas Corp Long Only Manager	$3.6M 35.9K shares
J JANE STREET GROUP, LLC Institution	$2.8M 28.0K shares
Balboa Wealth Partners RIA/Wealth	$2.7M 26.6K shares
Optivise Advisory Services LLC RIA/Wealth	$1.3M 13.0K shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$486.0K 4.9K shares
D D. E. Shaw & Co., Inc. Institution	$464.1K 4.7K shares

Options Activity

Institutions with the largest Call and Put options positions in IYC as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IYC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Gimbal Financial RIA/Wealth	Douglas Allen Shrieve Member	9.98% $16.6M	158.5K shares	Q2 2025 Held for 5 months	$166.5M
MinichMacGregor Wealth Management, LLC RIA/Wealth	Martin James Briesach Managing Partner	3.95% $20.2M	193.0K shares	Q1 2025 Held for 8 months	$512.7M
M Madison Park Capital Advisors, LLC RIA/Wealth	Larry Walter Gies CEO	2.79% $3.4M	32.4K shares	Q3 2025 Held for 2 months	$121.9M
F First Citizens Financial Corp Institution	-	2.64% $5.3M	50.9K shares	Q2 2023 Held for 2y 5m	$202.3M
SOUTHERN CAPITAL ADVISORS, LLC RIA/Wealth	Charles Lee Johnson Managing Partner	2.09% $4.5M	42.6K shares	Q4 2021 Held for 3y 11m	$213.6M
H Harel Insurance Investments & Financial Services Ltd. Institution	-	1.96% $192.5M	1.8M shares	Q1 2025 Held for 8 months	$9.8B
C COTTONWOOD CAPITAL ADVISORS, LLC RIA/Wealth	Matthew Donald Pappas Managing Partner	1.89% $2.6M	24.8K shares	Q4 2021 Held for 3y 11m	$137.3M
Green Harvest Asset Management LLC Long Only Manager	Stuart Sherman Parker CEO	1.60% $104.2M	994.5K shares	Q4 2022 Held for 2y 11m	$6.5B
S SPC Financial, Inc. RIA/Wealth	Edward Geoffrey Sella CEO	1.51% $19.4M	184.6K shares	Q1 2020 Held for 5y 8m	$1.3B
C Cadent Capital Advisors, LLC RIA/Wealth	Philip Andrew Mooberry Managing Partner	1.38% $5.2M	49.7K shares	Q4 2024 Held for 11 months	$377.4M

Hedge Fund Spotlight

Discover hedge funds investing in IYC

GSA CAPITAL PARTNERS LLP

Hedge Fund • Quant

Portfolio ManagerDavid Khabie-Zeitoune

Portfolio Value: $1.1B
Positions: 1,504
Last Reported: Q3 2025

Sector Allocation

Position in iShares U.S. Consumer Discretionary ETF

Market Value: $510.7K
Shares Held: 4.9K
Portfolio Weight: 0.05%
Owned Since: 2023-Q1

Top Holding	Sector	Market Value	Weight
1 Accenture ACN	Information Technology Services Technology	$5.6M	0.50%
2 Sprouts Farmers Market SFM	Grocery Stores Consumer Defensive	$5.2M	0.46%
3 Microsoft MSFT	Software - Infrastructure Technology	$4.8M	0.43%