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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
CTA
226
Colonial Trust Advisors
South Carolina
$24.7K
NS
227
NBC Securities
Alabama
$19.4K
PCMNC
228
Piedmont Capital Management (North Carolina)
North Carolina
$19.4K +$20.4K +200 New
RDFA
229
Ritter Daniher Financial Advisory
Ohio
$18.4K
UBS AM
230
UBS AM
Illinois
$15.9K +$16.7K +164 New
NFSG
231
Newbridge Financial Services Group
Florida
$15K
HFS
232
Hantz Financial Services
Michigan
$15K +$15.3K +150 New
RIL
233
Rothschild Investment LLC
Illinois
$14.5K
SA
234
Strategic Advocates
Utah
$14.4K
GSWM
235
Golden State Wealth Management
California
$13.9K
PK
236
Pflug Koory
Nebraska
$13.2K
WPA
237
West Paces Advisors
Georgia
$13.1K
AW
238
Ankerstar Wealth
Texas
$10.7K
SWM
239
Spire Wealth Management
Virginia
$9.69K
AAG
240
Armstrong Advisory Group
Massachusetts
$9.21K +$2.86K +28 +42%
IWM
241
IMG Wealth Management
Florida
$8.54K
CPBTD
242
Central Pacific Bank - Trust Division
Hawaii
$7.85K
DSC
243
Duncker Streett & Co
Missouri
$6.78K
GFA
244
Godfrey Financial Associates
New York
$6.78K
FGAM
245
Financial Gravity Asset Management
Texas
$6.59K
SAM
246
Smartleaf Asset Management
Massachusetts
$5.57K -$408 -4 -6%
DWP
247
Destiny Wealth Partners
Florida
$5.04K +$5.3K +52 New
CCWM
248
Cassaday & Co Wealth Management
Virginia
$4.85K +$5.1K +50 New
PSB
249
Piscataqua Savings Bank
New Hampshire
$3.88K
EWM
250
Evermay Wealth Management
Virginia
$2.71K +$2.86K +28 New