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iShares US Consumer Discretionary ETF

251 hedge funds and large institutions have $730M invested in iShares US Consumer Discretionary ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1.52% less ownership

Funds ownership: 64.49%62.97% (-1.5%)

3% less funds holding

Funds holding: 258251 (-7)

23% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 82

29% less capital invested

Capital invested by funds: $1.03B → $730M (-$295M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
251
Holders Change
-7
Holders Change %
-2.71%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
30
Increased
63
Reduced
82
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$103M +$12.2M +119,542 +13%
PCH
2
PGIM Custom Harvest
New Jersey
$92.8M -$1.78M -17,470 -2%
Morgan Stanley
3
Morgan Stanley
New York
$91.5M -$1.7M -16,689 -2%
Bank of America
4
Bank of America
North Carolina
$75.3M -$11.1M -108,740 -12%
UBS Group
5
UBS Group
Switzerland
$49.2M -$4.46M -43,759 -8%
Wells Fargo
6
Wells Fargo
California
$28.5M -$7.44M -72,907 -20%
Raymond James Financial
7
Raymond James Financial
Florida
$20.6M -$431K -4,223 -2%
LPL Financial
8
LPL Financial
California
$18.8M +$714K +6,999 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$18.8M -$8.16M -80,051 -29%
Goldman Sachs
10
Goldman Sachs
New York
$11.5M +$691K +6,773 +6%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$9.69M +$10.2M +100,000 New
GCA
12
Gallagher Capital Advisors
Texas
$6.99M +$1.09M +10,702 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.43M +$1.09M +10,737 +19%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.82M +$1.31M +12,883 +27%
ZIG
15
Zurich Insurance Group
Switzerland
$5.71M
SPIA
16
Steward Partners Investment Advisory
New York
$5.45M +$2.36M +23,110 +70%
FWCM
17
Ferguson Wellman Capital Management
Oregon
$5.41M -$133K -1,300 -2%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.2M -$36.8M -361,242 -87%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.18M -$10.3M -100,672 -65%
FCFC
20
First Citizens Financial Corp
Iowa
$4.82M -$18.8K -184 -0.4%
UCFA
21
United Capital Financial Advisors
Texas
$4.61M -$78.4K -769 -2%
SB
22
Strategic Blueprint
Georgia
$4.45M +$105K +1,034 +2%
PS
23
Principal Securities
Iowa
$4.2M +$498K +4,884 +13%
Ameriprise
24
Ameriprise
Minnesota
$4.15M -$955K -9,368 -18%
Citadel Advisors
25
Citadel Advisors
Florida
$4M +$275K +2,692 +7%